You Sell Strategy--Not Stuff.
You are growing but it is time to refocus your value proposition. It is time to become famous for one thing.
Your best clients must become your best advocates! This means ideal client experience is job #1 for your whole team.
Your team is expanding and this has created new kinds of problems. You must get everyone back on the same page so they can literally run the firm without you.
DOWNLOAD this free step-by-step guide right now.
First, we will discover your ideal client. Some people call this your ideal client avatar. It is a profile that summarizes your best client, colleague, and teammates. This will focus everything.
Then we will put a playbook together that guarantees the best experience for your perfect clients. This is the foundation for an SOP manual for advisory-based businesses. The end result? You will turn your best people into your best advocates and create a growth machine!
Finally, we will learn to set goals and inspire your team to conquer those goals over time. We will develop contributors and owners, not just employees. This leads to a happy and productive team experience.
***You could try to get all the help you need from books, but we suggest people who are both willing and able to help.
As the leader of your advisory firm, it is good to have a trusted perspective partner help you work ON the business, not just IN it.
This engagement will show you how to build more value inside of your business, not just cash flow and not just your "book" of clients.
Learning to develop contributors--not just employees--will build more margin into your life for play, rest, and family.
FREE WEEKLY COACHING
H.B. is a Growth Advocate℠ for advisors. He honed his communication skills over decades in publishing and public presentation. As a Christian nonprofit founder and executive, he learned a lot about building trust in order to deliver value. He also learned a great deal more about client experience working in the financial services industry. With four decades of experience banging his head on leadership problems, H.B. has distilled some healthy growth solutions customized for highly relational business owners. Read his short bio.
© 2020 H.B. Pasley, GROWTH ADVOCATE℠, CEPA
616 North Tejon Street
Colorado Springs, Colorado 80903
Get your awesome site designed by Strikingly.