Envision the best ways to access your particular market segments and ideal clients.
We recently published the 2020 Edition of the Financial Advisor SMART BOOK™. This resource is a comprehensive guide to help independent financial advisors build an ‘independent difference,’ that is, 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 of 9] Go to Market – Define a Go-to-Market Model Tailored For Your Firm.
The go-to-market model is based on your business model and target personas and helps you envision the best ways to access your particular market segments and ideal clients.