The Client Centric Marketing is designed for experienced Financial Advisors. We work with advisors who:
- Have 5 or more years of experience (there are exceptions)
- Are good/excellent financial planners, educators and advocates
- Have 10 or more clients with whom they have a great relationship. By definition, they are your clients who are grateful, cooperative and produce good revenue. The clients you would love to duplicate.
- Want a simple, stress free, Word of Mouth new quality client development strategy.
- Want a pipeline – of quality warm introductions where you control the spigot.
- Want to increase productivity and revenue, not more work time.