Now… Here is what we all know without a shadow of a doubt...
…You know that in order to get new clients consistently for your advisor business…
...You need to always be networking…
…Spending time and money on networking groups and events, hosting seminars, doing cold outreach, paying for expensive golf outings…
Nothing new there.
Here is how most marketing agencies are telling you to set up this customer acquisition system...
x. Spend thousands of dollars a month on Google Adsx. Use a lead capture page to get cold leadsx. Try to warm them up and get in touch with them
If you've tried that in the past, you know it's VERY hard.
So, stop copying everyone else and try doing something completely new…
Take the path of least resistance.
Instead of trying to attract new leads out of thin air, what if you found ones that were right under your nose…
We help financial advisors tap into their existing client base to generate warm referrals without sounding pushy or desperate.
So, how does it work?
Our team holds feedback sessions with your existing clients so you can take a hands-off approach to asking for referrals.
No awkward conversations…
No pushy sales tactics…
In return, you get…
Clients who are excited to send you referrals…
Actionable feedback that you can use in your marketing and business strategy…
Plus, we’ll make sure your happy clients are leaving you online reviews.
Now you can see how much more efficient and effective this method is at getting you more clients in a quicker amount of time.