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Client Centric Marketing

Client Centric Marketing for Financial Advisors

CCM is a simple and effective Word of Mouth strategy for new business development.

It’s a quality activity solution that quickly, efficiently and effectively grows your business.

It can be learned in 30 days, producing measurable, positive results.

Because CCM’s approach seamlessly integrates with your practice, you market as you work. So it can be learned and tested while you conduct your everyday business.

What Happens When You Adopt CCM

  • Quality clients will become effective “Introducers,” 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 market while you work with little or no interruption to your daily routine
  • 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