Professional Selling

Envision the best ways to access your particular market segments and ideal clients.

In the Financial Advisor SMART BOOK™.  we outline a strategy-led, systematic growth program with 9 proven strategies. The goal is to help advisors:

  • Increase Volume: Generate More Visits & Inquiries
  • Increase Client Value: Get Better Qualified Inquiries
  • Increase Velocity: Increase Conversion Rates
  • Increase AUM and Revenue: Optimize Engagement for AUM growth and Revenue Impact.

Strategy #3 – Go to Market

Tailor your go-to-market model to your firm and your advisors. A go-to-market model is based on your business model your target audience of personas and it helps you envision the best ways to access your ideal clients. Yet in addition to understadning how you might best access your particular target client segment, you should consider what is best for you and your firm. For example, what volumes do you need? How comfortable are you with outbound prospecting? To what degree are you comfortable using social media or digital marketing?

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