Who We Work With

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, “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