You can bring on new clients, increase fees, increase the quantity and quality of new referrals and see dramatic gains in net new assets. However, it wont happen with a business as usual approach. Just as your smartest clients will take full advantage of market conditions to increase their wealth, the smartest financial advisors will utilize innovative new business building strategies to increase their market share and build a bigger, and better client base. Potential clients are looking for solutions to their investment questions. Are you positioned to be the only advisor to give them those solutions? It is time to revolutionize your thinking for the new reality of the industry.

Perhaps, its time to re-invent and re-brand yourself. 

This timely session is for every forward thinking financial advisor (financial planner, Investment Manager, CPA, and Insurance Professional) responsible for attracting and keeping more clients. If you are in control of your marketing and branding and need more clients, this presentation will give you the strategies that you need to grow your business right now.

Effective New Client Acquisition is the art of attracting by actively shaping your marketing efforts.  It tells the story about your brand. It takes your skills, authentic personality and your innate characteristics and packages them in a distinct, compelling and persuasive manner that will raise you above the competition and position you as the “only one” to call for financial services. It’s a story about “the way it is to do business with you”, about the “experience you offer”, and distinguishes why you are different from the rest.

This multimedia presentation is for advisors of all levels of production, from top producers who don’t believe in limitations, to advisors looking to jump start their career.
 

What Will Advisors Discover:

How to Stand Out and Flourish with New Business Acquisition Strategies

Make your job easier. Build a brand reputation that precedes you.  Express yourself and what you stand for to everyone you meet-clients, colleagues, friends, neighbors and strangers.  Do this consistently and you will create an effective and lucrative-Personal Brand that will result in an increase in desired clients.

Mike’s dynamic, energetic, interactive presentation takes you through the step-by-step process that details every aspect of business building including invaluable components of specialization and branding.  This growth strategy for generating new clients will teach you:

• How to become the “advisor of choice” for prospective clients-even before you meet them. Develop a long-lasting personal identity. Be the financial advisor your prospects ask for by name, where anyone other than you would be unacceptable.
• How to create a powerful, positive, memorable "position" in the minds of your prospects.
• How to think like a marketing expert and break away from the ‘same old thing’ that makes you look like a commodity rather than a unique professional.
• How to avoid the 4 crucial marketing mistakes most advisors are making in this market.
• How specialists are 100 times more successful than generalists…and how you can do the same. Develop a system that attracts your Ideal Client! 
• How to create your 30-second infomercial that encourages interest in hearing more about you. Learn a technique to quickly and succinctly communicate what you do in a compelling way.
• Do you have a Value Proposition? Are you satisfied with it? Does it effectively communicate who you are, what you do and what you uniquely bring to the table? This presentation will offer insights on how to best communicate your unique factors.
• See exactly how Madison Avenue advertising guru’s use emotional response in advertising and how the concepts have worked for advisors like you.

The program length or client preference determines the exact content and topics.

Audience Resources

Sustain the Message After the Meeting:

Mike has a passion for making a difference in the businesses to those he addresses. Each participant will receive at no cost to the client a full color “scorebook” to follow along with the talk complete with client acquisition examples.

Following the presentation, upon request, Mike will provide attendees with a free MP3 download of the “Secrets to New Client Acquisition in a Volatile Market” presentation.

Reinforce your meeting’s message and effect real change by helping these branding strategies take root. After his talk, and at no additional cost he will provide attendees with a 16 page follow up guide complete with schedules, checklists and forms to develop a real world client acquisition plan that will run like clockwork. This guide will allow them to apply his groundbreaking principles to their business.

 

The Payoff

Developing a New Client Acquisition strategy is hard work. The payoff however, can be transformational for your practice. Clients will seek you out. Others will more readily follow your guidance and stay the course in challenging times.  You will attract more opportunity.  Having a distinctive personal brand will lead you down the path to becoming the “Advisor of Choice” for Financial Services.

By the end of the session, advisors will leave with a real plan, real tools and the very real chance to accelerate their career faster than ever before.

Available as a 45 minute, 60 minute, 90 minute and half day program.