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ARE YOU LOSING GROUND?
Data shows customers value client experience over both price and product. If you are still pitching your your skills and services, then you are falling behind.
Did you know that experience-driven businesses see over 1.5x higher year over year growth than other companies in customer retention, repeat purchase rates, and customer lifetime value? (Forrester and Adobe)
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.
2. Ideal Experience
Then we will put a playbook together that guarantees the best experiencefor 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!
3. Ideal Team
Finally, we will learn to set goals and inspire your team to conquer them 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.
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 financial advisors. Read his bio at his website.
BENEFITS FOR FINANCIAL ADVISORS
Peace of Mind
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.