Devoted Client Attraction Method is our framework to create a reliable and predictable client acquisition system for financial planners and RIAs.
Coming from a financial planning family, we believe in having a system and a plan to streamline your client acquisition process.
This program is available for both individuals and teams.
When you or a member of your team completes our Done With You program you will have a metric driven plan for each of your advisors to attract your ideal clients.
Advisors who use our frameworks establish how they are going to find and court their ideal clients, as well as document the real change that they make in a client’s life, which helps the advisor and firm speak to the problems that a prospect is feeling when they come in, beyond just a financial plan and managing investments.
Each firm and advisor identifies a different client attraction strategy that unique to them. e.g. One member of your team might want to invest in getting to the top of search results and another advisor might want to use a different outreach strategy, like your seminars.
The program aligns your team with your company’s goals. You are kept on track with our metric driven correction technique. When you have your team go through this process each advisor will have their unique way to attract clients that works best for them and is most likely to bring them their ideal clients as prospects.
One of the reasons people come to us most is because we help firms establish a metric-driven client attraction system.
We call our system the Devoted Client Attraction Method.
It is important for a firm's growth to predictably and reliably attract new clients, while giving your existing clients an amazing experience that encourages them to become referral partners.
Orientation Video demonstrating our techniques, approach and how we will serve you on your Breakthrough Call
The program aligns your staff so they each know their goals, how they will accomplish those goals and how to work together to support each other in the process.
It's important to know how you're standing out from the crowd. To know how you are attracting prospects who are the most likely to get the most out of your service, and be great members of your client base.
Our flagship program, the Devoted Client Attraction Method, which gives you a metric driven process to track your progress, week after week and month after month.
Upon completing our program, you’ll gain a data-driven system that proactively identifies potential issues in your prospect attraction process and monitors the satisfaction of your client base, ensuring your business stays ahead of the curve.
By going deeper into the value that you provide to clients with this program, you will have a rich repository of outcomes, key purchase drivers, and more that you can use to create an engaging process to attract your ideal client, whether your approach is in person, digitally focuses, or a blend of the two.
What is a Client Attraction System?
By going deeper into the value that you provide to clients with this program, you will have a rich repository of outcomes, key purchase drivers, and more that you can use to create an engaging process to attract your ideal client, whether your approach is in person, digitally focuses, or a blend of the two.
This program requires a modest time investment. 1-2 hours per week for 8-12 weeks for the advisors in the program. When a member of the program completes a module they will have also completed the exercise for that week. We also have weekly Q&A calls and bi-weekly private coaching for each participant.
To ensure you can bring your system to life, we connect you with the resources to build an incredible client attraction and satisfaction system. After you complete the Devoted Client Generator program we are still here to support you and have additional programs for firms and advisors who complete the first program who want to dive deeper into our tools and strategies.
To learn more, schedule a complimentary session with us by clicking below.
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