Client Centric Business Consulting

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