Client Centric Marketing: 

Expert Marketing Services for Financial Advisors

Client Centric Marketing (CCM) for Financial Advisors is a simple and effective strategy for new, quality client development.

We have a quality active solution for Financial Advisors. This simple and effective solution will quickly, efficiently, and sustainably grow your business.

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

Because CCM’s approach seamlessly integrates with your financial practice, you market as you work. So you can learn and test the 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 – which is a win-win situation.
  • 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!

Learn More About CCM for Yourself

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

You’ll learn how Client Centric Marketing can simply and effectively assist you in creating new warm, high-quality, personally endorsed introductions. These introductions will lead to new first appointments on an ongoing basis with the quality friends and colleagues of your current and future best clients.

The CCM approach quickly builds your business from the inside out, while maximizing productivity and revenue. 

Book your 30-minute call with Matt Bellis today:

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Financial Advisors consistently receiving warm referrals from their best clients leading to a steady schedule of quality first appointments has always been a good concept. But it has never been a reality.

Now that’s all changed! We have made this a reality by creating an enhanced approach: the CCM approach.

Here’s Some Proof 

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.

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

HEAR WHAT OTHER FINANCIAL ADVISORS HAVE TO SAY ABOUT CCM

Book your 30-minute call with Matt Bellis today:

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THE GAME CHANGER – CONSISTENT WARM, PERSONAL INTRODUCTIONS TO YOUR BEST CLIENTS’ QUALITY FRIENDS AND COLLEAGUES

With a simple “5 minute call,” most of your best clients will give you permission to discuss providing you warm, personally endorsed introductions to their quality friends and colleagues.

These high quality, personal introductions are not referrals.

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

The relationships you have with your best clients will set the stage for reliable, significant growth on an ongoing basis.

To learn more about Client Centric Marketing (CCM), the “5 minute call,” and how they are key to significant, sustainable, quality growth…we have a 30 minute discovery call.

The CCM program is also 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 “5-minute test call” with 2-3 of your quality, best clients. Effective and easy, this call is 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.

TAKE YOUR FIRST STEP…DISCOVERY

Book your 30-minute call with Matt Bellis today.

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.

Developing Dormant Assets is a simple process that quickly begins to yield great results.

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!