The key to success for any business is creating a gameplan, implementing the steps, and following through with consistency. That’s no different for advisors and we’ve put together our Ultimate Practice Blueprint that gives you the map to generating and maintaining a successful business. We’ll use this episode to share that blueprint and how we developed it.
On this episode:
1:28 – What we’re talking about on today’s program.
1:41 – What is the Ultimate Practice Blueprint
2:42 – We break down the practice to three basic silos: client attraction, client acquisition, client retention.
4:17 – Staying organized and being structured with each of these silos.
5:01 – When we’re going to create a campaign, there has to be steps along the way.
5:58 – It’s like that Ritz Carlton experience – it’s all similar, high class, and consistent.
6:44 – The initial blueprint took about six months. But we think it as the map that we’re all going to follow.
8:18 – Everything that we do – small and large – is written out and built into our system.
10:51 – If you’re going to do this, you need to think about all of the steps involved from attraction to retention. There’s a massive amount of steps in that process.
12:30 – How long should an advisor expect to take to get the point where the process is automated?
14:43 – Diving into the client retention silo a little deeper.
17:33 – If we aren’t providing a high level of surface, our clients can leave and go elsewhere.
18:43 – Consistency separates businesses in the industry.
Show notes and additional resources: http://emerging-advisor.com
Ep 10: Overcoming the Challenges Currently Facing Advisors
Ep 9: What We’ve Learned from Teaching Virtual Classes
Ep 8: Embracing New Technologies & Processes with Don Anders
Ep 7: Finishing Out 2020 & Planning for the New Year
Ep 6: The Keys to Effective Communication with Adam Cufr, RICP®
Ep 5: Running Your Practice Virtually
Ep 4: Get Results Using the 3 Ms of Marketing
Ep 3: Setting a Profit Target for Your Business
Ep 1: The Genesis Story Behind Emerging Advisors
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