New Client Acquisition is the life-blood of a vibrant, growing practice. But, finding new business in today’s ever-competitive marketplace is one of the biggest challenges for advisory teams looking to take their practice to the next level of performance. This module provides an introduction to four essential elements that advisory teams must consider as they build their plan for growth. The four essential growth elements are:
In today’s industry, traditional new client acquisition methods no longer work. Old-school PUSH sales practices have been replaced with PULL branding & marketing techniques. The growth methodology requires sourcing potential clients, fostering a connection with them, and making the close. This foundational module helps participants gain clarity on creating a plan, a process, and the basis to KNOW their value, SHOW their value, and GROW their value in an evolving marketplace.
Participants will leave the workshop having:
This module is suited for any team members responsible for prospecting, new client acquisition, existing client expansion, creating or executing a comprehensive marketing plan, or executing growth strategies new to the practice.
This module is suited for teams or practices who:
(Follow-up Coaching: Each participant will be eligible for a 45-minute personal consultation with one of the experienced coaches to answer their specific questions and help them begin to develop their plan for FINDING new business.)