Client Centric Business Consulting for Financial Advisors
CCBC is a simple and effective Word of Mouth, permission based, Strategy for New Quality Client Acquisition.
It’s a solution that quickly, efficiently and effectively grows your business.
It can be learned and implemented within 30 days, producing measurable, positive results.
What Happens When You Adopt CCBC
- Quality clients will become your most productive Centers of Influence
- Your quality warm introductions and new first appointments will increase dramatically
- Your implementation ratio will increase
- Your book of quality clients will increase significantly beyond your norm (no more 80%/20%)
- Your productivity and revenue will increase markedly, as will the value of your business
- Your need to prospect will be reduced or eliminated
- You will be differentiated from the competition
- You will have less stress