2018 FA Smart Book

Market Success

 

Independent Advisors need a strategy-led, systematic growth program.

The Financial Advisor SMART BOOK™outlines the Revenue Architecture Methodology that financial advisors can use to add greater structure and predictability in their revenue engine. We introduce nine steps and advisor-specific marketing and sales strategies that are helping advisors capture client value.

The comprehensive guide helps independent financial advisors build 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 your Conversion Rate
  • Increase AUM and Revenue: Optimize Engagement for AUM growth and Revenue Impact.

Having a vision and game plan for growth is important for financial advisors to thrive in a challenging marketplace. The Smart Book™ outlines how you can achieve more predictable and sustainable revenue growth by establishing a Revenue Architecture that fits your firm. The key is to commit to a systematic sales and marketing process by following the 9 proven strategies to guide your approach.

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Professional Selling

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:

  • Volume: Generate More Visits & Inquiries
  • Velocity: Accelerate the Process
  • Value: Grow AUM growth and Revenue.

Read more