Orientation Video demonstrating our techniques, approach, and how you will benefit from your Breakthrough Call
The Devoted Client Attraction Method is our proven framework that creates a reliable and predictable client acquisition system for financial planners and RIAs.
When you or your team completes our Done With You program you will have a custom tailored metric driven plan to attract ideal clients.
This program is available for both individuals and teams.
Our Consulting Process
01:
Breakthrough Session
Invest an hour with a member of the 4FP team.
In our complimentary session we will audit and assess your current Client Acquisition Engine and marketing process.
This free session will uncover the bottlenecks in your client acquisition process.
02:
Build Your System
The Devoted Client Attraction Method is an 8 module program with weekly Q&A sessions and bi-weekly private coaching sessions.
RIAs using this program create a metric driven marketing plan that we call a Client Acquisition System that magnetizes their ideal clients to their firm.
03:
Support to stay on Track
After you have implemented your Client Acquisition Engine, we are still here as your support team.
We keep our clients on track with their plan with monthly graduate calls.
Through the year we will remove roadblocks as we identify what is working, and what isn't to get ahead of any problems before they impact your lead flow.
What is a Client Attraction System?
Our approach to a client acquisition system uses the Growth Triad.
We combine documentation with actionable metrics while using proven tools and frameworks to create actionable insights quickly and reliably.
To create a client acquisition system we want you to know:
- Who is your Ideal Client?
- How do they really benefit from your work?
- How do they find you?
- What can we measure to know if each stage of your process is working
We combine these four elements by regularly reviewing results. We use informed data to make informed decisions. This gets you ahead of issues before they affect your bottom line.
Upon completing our program, you will have 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.
Advisors who use our framework know:
- What keeps their best clients up at night? What do they really want?
- How do they help them do that?
- More than a financial plan, understand why clients stay by identifying the real change they make in a client’s life.
- Document the path that brings them the best clients.
- Measure what matters for their clients at each stage of the client journey.
- Use that data to create informed decisions and stay on track.
- Use their results to build a great referral marketing strategy.
We use these insights to build your Client Acquisition Engine
Our system creates a metric driven method to predictable and reliable stream of great clients:
e.g. One member of your team might want to invest in getting to the top of search results, another is networking on LinkedIn and another advisor might want to use a in person outreach strategy, like seminars.
Each firm and advisor identifies a different client attraction strategy that is uniquely suited to them and their best clients.
Course Schedule:
This program requires a modest time investment. 1-2 hours per week for 8-12 weeks.
When a participant of the program completes a module they will have also completed the exercise for that week.
The modules build on each other to construct your Client Acquisition System.
- WEDNESDAYs – Weekly Release of Self-Paced Exercises (8 modules)
- MONDAYs – Q&A Meet and review
- Bi-weekly – private coaching calls
- Regular – Review and feedback of each module
- Graduate Calls – Monthly calls to keep you on track after you have completed the course
- Peer Network – Private Group for discussion & support
Complete the weekly exercise on your own schedule. Bring your results to the Q&A calls.
We will actively coach you during the Q&A calls and will comment on your results as you create them.
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 program we have monthly Q&A Graduate calls to keep you on track.
To learn more, schedule a complimentary session: