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Exceed client expectations


As you grow your firm, it’s equally import to keep your current clients exceedingly happy. In fact, the happier they are, the more likely they are to refer new prospects. We offer a turnkey suite of services and content for you to offer the perfect balance of in-person meetings, regular mail or e-mail updates, and self-serve investor news, information, and continuing education to exceed your clients’ expectations.

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Convert leads to clients


So with a growing prospect database, what is the best way to convert prospects to clients? If you push too hard, you could scare them away. If you don’t pursue them enough, they may not feel wanted. But make no mistake about it, there is both a science and an art to closing the sale. We start with industry best practices, and we will customize an approach which works specifically for you and your firm’s culture.

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Generate new prospects


More investors are seeking new advisor relationships than any other time in history. Your goal is to find them, and perhaps even more importantly, to help them find you. Chances are your new clients will come from referrals, and the first chance you will have to interact with them is on your website. Eighty percent of all word-of-mouth leads will first check out your website to check you out, so making sure you make a great impression is paramount.

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Qualify high value leads


Not every investor is perfect for your practice. Some may be too small. Others may have a different investment philosophy from yours. So once you attract prospects to you, or pursue them directly, it’s important to have a fail-proof process for qualifying your leads so you can focus on the truly promising ones. Importantly, you need a system for managing these leads from the qualification stage through client acquisition, so you know how well you and your team are doing.

 

Websites and
Web-Enabled
Prospecting Tools

Generate qualified leads to your firm with daily updated websites and 2-way communications tools developed by industry leaders who have been growing professional service firms for more than 25 years.

Sales, Relationship
and Retention
Management Tools

Build stronger relationships with your clients from the minute they become your client.  Our tools are designed to retain your clients for a lifetime while building deep knowledge of their families’ wants, needs and desires.

Results Monitoring, Training, Support
and Consulting

All the techniques and tools in the world are meaningless if you can’t measure their effectiveness.  Our Results Monitor is a color coded dashboard which will let you know the real-time status of your web traffic, leads, downloads, conversions and other critical metrics.  And our team of experts are available for live training, support and consulting to help your team grows professionally as your business grows.

Tier 1 Cloud Hosting, Compliant Archiving
and Backups

We exceed all compliance requirements and provide a suite of 24/7 hosting, archiving and back-up services to guarantee 99.99% up-time and error-free technology.   Sure you can go out and host it yourself, but why would you?  We have already done the due diligence and selected the best technology infrastructure partner in the industry, at a price you can’t beat.

Let Us Prove Our Worth

Learn About Social Media
The world of social media can be daunting...but with a guidance from someone who has tried it all, you can easily navigate your way to success. Learn more about social media for your industry at TheSocialMediaShow.tv.
Free Website Grader

In just a few minutes, we can determine if your website is attracting prospects, scaring them away, or worse, doing nothing.  Just give us permission to run this report and we will email it to you within 24 hours.  click here to give us permission and we will get started.

Free "Growing Advisor Practices in 2010" Webinar

We conduct weekly webinars for our clients, and we would love to invite you to sit in on one.  All you need to do is sign-up, go to GoToMeeting at the scheduled time, and participate.  One of our principals will run the webinar and we will always make time for group questions.  Or we can follow-up with you one-on-one.  If you become a client of ours, you will have access to our training webinars every week on dozens of measureable practice growing techniques. 

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