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THE SIMPLE WARM INTRODUCTION APPROACH (SWIA)

The Simple Warm Introduction Approach is Client Centric Marketing’s simple and effective approach that transforms best clients into productive centers of influence. It has always been the obvious path to quickly, efficiently, and sustainably grow your business… but it has never been a reality, until now.

It comfortably builds on an Advisor’s “best client” relationships and quickly provides warm, personally endorsed introductions to and appointments with the quality friends and colleagues of their best clients.

The best thing SWIA can be learned and integrated into your practice within 30 days or less, and produces measurable, positive results immediately.

Because SWIA’s approach seamlessly integrates with your financial practice, you market as you work. So you can learn and test SWIA while conducting your daily business activities.

What Happens When You Adopt CCM and the Simple Warm Introduction Approach?

What can you expect from this excellent, new, quality client development strategy for Financial Advisors?

  • Your new high-quality warm introductions and new first appointments will increase significantly.
  • You will create quality client advocates who are productive centers of influence.
  • Your productivity and revenue will substantially increase on an ongoing basis.
  • You will be differentiated from the competition.
  • You will market while you work.
  • You will do more of the work you love with the people you love to work with: quality clients and their quality friends and colleagues.
  • You will have less stress and more success!

The Proof 

The CCM program and the Simple Warm Introduction Approach is structured with a complimentary coaching component, specifically to provide proof-of-concept, as some Advisors are skeptical of new marketing strategies and approaches.

The coaching includes the brief “5-minute test call” with 2-3 of your quality, best clients.  Effective and easy, this call is very comfortable and relaxed for your clients and you. It is on this call that your clients will give you permission to schedule a follow-up call to specifically discuss personal introductions to their quality friends and colleagues.

Client Centric Marketing (CCM) is your optimal strategy to simply and effectively leverage your relationships with your best clients to steadily increase your high-quality client book-of-business... beyond your norm.

Book your 30-minute call with Matt Bellis today:

Click to Book

Dormant Assets: The Low Hanging Fruit

Dormant Asset Development is the key to consistent, long lasting growth.

It’s a simple and effective way for Advisors to create and maintain dramatic increases in productivity, revenue, and growth on an ongoing basis… and it can be quickly learned without interrupting their daily routine.

Develop Dormant Assets.

Every Advisor, no matter their annual revenue, has them.  These assets dwarf the assets Advisors have in hand.

What are Dormant Assets?

They are the personally endorsed, new, warm introductions and first appointments with the high quality friends and colleagues of an Advisor’s current and future best clients… the very clients Advisors dream of duplicating.

So, how does an Advisor activate their Dormant Assets?

Advisors identify and develop their Dormant Assets by leveraging their relationships with their best clients.

It begins by having a compelling marketing story (see post – The Bad News. Your Marketing Story May Suck!)

A compelling marketing story differentiates you and makes you remarkable.

Expert Marketing for Financial Advisors That Provides a Complimentary Proof of Concept

Client Centric Marketing (CCM) for Financial Advisors is a simple and effective strategy for new, quality client development. Our marketing solution for Financial Advisors will quickly, efficiently, and sustainably grow your business.

The best thing? It can be learned and integrated into your practice within 30 days, producing measurable positive results.

Also, because CCM’s coaching approach seamlessly integrates with your financial practice, you market as you work. So you can learn and test CCM while conducting your daily business activities.

What Happens When You Adopt CCM?

What can you expect from this excellent, new, quality client development strategy for Financial Advisors?

  • Your new high-quality, warm introductions and new first appointments will increase dramatically.
  • You will create quality client advocates who are productive centers of influence.
  • Your productivity and revenue will significantly increase.
  • You will be differentiated from the competition.
  • You will market while you work: a win-win situation.
  • You will do more of the work you love with the people you love to work with: your quality clients and their quality friends and colleagues.
  • You will have less stress and more success!

Learn More About CCM for Yourself

Learn more about how CCM can benefit your practice.

You can have a complimentary 30-minute one-on-one call with Matt Bellis. 

You will learn about Client Centric Marketing and how it simply enables you to effectively create new warm, high-quality, personally endorsed introductions and first appointments on an ongoing basis with the quality friends and colleagues of your current and future best clients. You don’t have to change your daily routine. You just speak with your clients. 

Matt also provides proof!

A Complimentary Proof of Our Concept

The CCM program is structured with a one-week complimentary coaching component, specifically to provide proof-of-concept, as some Advisors are skeptical of new marketing strategies and approaches.

The coaching week includes the brief “5-minute test call” with 2-3 of your quality, best clients.  Effective and easy, this call is very comfortable and relaxed for your clients and you. It is on this call that your clients will give you permission to schedule a follow-up call to specifically discuss personal introductions to their quality friends and colleagues. It’s easy.

Client Centric Marketing (CCM) is your optimal strategy to comfortably leverage your relationships with your best clients to significantly increase your high-quality client book-of-business on an ongoing basis.

You Have A Marketing Story That May Suck…

Client Centric Marketing Can Help You Stand Out

Change your marketing story from suck to success with Client Centric Marketing

Are you wondering why your high-quality and best clients are not personally introducing you to their high-quality best friends and colleagues? Wondering why you have so few brand new, warm and exceptional first appointments? What could be happening?

At Client Centric Marketing, we know what’s happening. It’s probably because your “Marketing Story” is not worth talking about.

Why? Because it’s not remarkable.

The Problem

We have talked with countless Financial Advisors and for the most part, their marketing stories are the same. Their focus is on how they are different, where they went to school, the degrees they have earned, how great their numbers are, their charitable work, family, and so on.  

Your high-quality clients and your best prospects don’t see this kind of story as remarkable. Our Client Centric Marketing approach will change how they see your practice by adopting a different strategy.

Here’s How You Can Change Your Marketing Story

You need to move away from your old marketing story. Once you do that, everything changes. Not only will your clients respond to you, but they will also talk about you to their friends and colleagues. Because your story is more remarkable, your high-quality activity will increase significantly and consistently.

Developing a better and more productive modern marketing story requires a process that shows you understand your client base and their predominant worldview. This worldview is a distrust of Advisors and the Financial Services Industry (See Darth Vader Post). So any form of puffery or trying to “sell” them anything will figuratively slam their doors in your face.

Think about it. If you don’t have a schedule that’s consistently filled with excellent personal introductions and first appointments that are warm and personally introduced to you by your high-quality best clients, then your story probably sucks. 

But with Client Centric Marketing, you can turn that situation around and create a winning marketing story that will have your clients spreading the word about you. 

You can create a marketing story that promotes your Financial Advisor practice!

Learn to quickly master this innovative strategy for new, high-quality client development!

YOUR GAME CHANGER – Immediately Create Productive Centers of Influence

Transforming your best clients into productive centers of influence has always been the obvious path to quickly, efficiently, and sustainably grow your business… but has it ever been a reality?

A simple “5 minute call,” comfortable for you and your best clients, will give you permission to discuss warm, personally endorsed introductions to their quality friends and colleagues… on a follow up call with them several days later.

These high quality, personal introductions are not referrals.  

At their core, they are an endorsement where your client explicitly recommends you and your value, authenticity, and character. 

They will eliminate or significantly reduce the cost and time you spend prospecting for quality clients.

You have good relationships with your best clients. These relationships will quickly set the stage for reliable, significant growth on an ongoing basis. 

Learn more about Client Centric Marketing (CCM) and discover: 

  • How the “5 minute call” with your best clients immediately provides you with permission to discuss warm, personally endorsed introductions to their quality friends and colleagues.
  • That CCM provides a complimentary coaching component because many advisors are skeptical of new client acquisition and marketing strategies. We coach you through several “5 minute test calls.” These calls, with 2-3 of your quality, best clients, will provide a proof of concept.

THE FIRST STEP FOR YOU – DISCOVERY

Stop The Insanity

Seriously, this probably sounds absurd, but just think it through. Like most businesses that focus on sales, Financial Advisors require a robust sales pipeline in order to grow. However, if you look around, the numbers show very few Advisors have this pipeline in place.

Why? (and here’s the insane part) Because for years the traditional industry wide sales/marketing/referral model – which has been practiced by a great majority of advisors – in all its incarnations and “new” approaches, has produced mostly modest growth and a limited number of new quality clients.

Advisors are at the mercy of the markets, some referrals, or a variety of marketing strategies for growth. The business controls them rather than the Advisor controlling their business.

It’s time to stop the insanity!

There are, indeed, more productive approaches business growth… some may be outside the Industry.

Of course, it’s true that many Advisors have good reasons to feel skeptical about the new or the different, having been burned by expensive sales and marketing programs that promised the moon and the stars.

But look at other successful businesspeople and entrepreneurs. They practice  “healthy skepticism” while exploring new ideas, no matter how different they seem.

It’s not risky. The only investment is a little time.

Access all of your best clients’ available assets. IT’S HUGE!

Would you transform your best clients into client advocates and move to a “new client advocate development” business:

If you could consistently complete 1-4 or more new, warm qualified 1st appointments every month?

If it was simple to learn and execute?

It’s a rhetorical question but think about it for just a minute.

With this focus, an experienced Advisor, one who has developed good relationships with the top 20-30% of their client book, can permanently improve the trajectory of their business quickly, in as little as 6 to 8 weeks.

clientcentricmarketing.com

Tip for the Frustrated Financial Advisor

There is another way to go!

It’s a service based business model. And while it might sound like a dramatic departure from the way you conduct your business, for most Advisors, it’s not.

Financial Advisors New Business Goals

It’s where:

  1. Your practice is based on “giving freely” and creating “client advocates”.
  2. You build business from the inside out and financial education and financial advocacy is your focus.
  3. Consistent qualified warm activity is your goal and it is easily attainable.
  4. Your business is built on a foundation of service, permission, reciprocity, and implementation – not selling.
  5. You are in control of the business.

It’s an extremely effective business model that creates consistent warm qualified activity and grows business dramatically. And it’s far from the typical sales model where closing the sale is the objective and asking for a referral is often an uncomfortable afterthought.

The Bellis Method™
Client advocates and warm qualified activity from the inside, out!