As a financial advisor – like the stock market’s inevitable peaks and dips with news headlines – your ability to grow your advisory hinges on the depth and breadth of the relationships that you maintain and nurture.
And similar to the approach you take for your clients’ retirement portfolios, your relationship building efforts should be just as diverse and individually tailored. However, as you grow your network, expand your pipeline of leads, and increase your assets under management – the amount of time you have left for above-and-beyond relationship building tends to slip away. Leaving you working longer hours and hard-pressed to consistently deliver on that world-class level of service you pride yourself on. Which can quickly lead to drops in client retention and sales meeting close rates. Ultimately, fueling your frustration that you’re unable to grow your advisory as quickly as you’d like.
You need a system to help, allowing you to scale your personal attention. Giving your prospects and clients the world-class service they deserve, while providing you more time to focus on the more impactful and revenue-generating activities in your business.