Grow Your Own Way

Beliefs matter. If you want different results, you must get your beliefs in alignment with the results you want and the behavior it’s going to take to deliver those results. What beliefs are driving you? What beliefs are holding you back?

If beauty is in the eye of the beholder, value is in the eye of the buyer. This module helps you figure out what your value is, how to price it, and how to interpret it. You must become a master at interpreting the value.

Sales is not a dirty word! Without any sales, you wouldn’t have any business. The idea of sales is just to lead other people to take action so they’re better off. We’ll show you how to sell from this win-win perspective.

Objections are not the end – they’re just the beginning, where you find out what really matters to the clients. Objections and closes are an opportunity to solve their problem and get them where they want to go.

If you’re not growing, you’re dying. Marketing to the right audience is critically important for the financial advisory business. We’ll show you how to target your marketing to acquire not just more clients, but better clients.

Networking might strike fear into your heart, but it can be hugely beneficial. We’ll show you how to make the most of networking situations both in person and online. (Hint: show up with a spirit of generosity!)

If you want to grow your business and move upmarket to attract higher net worth clients, you must focus on referrals. Research shows the further you move upmarket, the more prospects want to be referred. We’ll examine your entire referral system to help you grow in the most productive, cost-effective, professional way possible.

Price vs. value is an important element for any business. Price and value are on a weight scale with each other – if the value is great in the eyes of your clients and prospects, the price isn’t going to matter. Find out how to price your services appropriately.

People will forget what you say and do, but they won’t forget how you make them feel. Client experience is about giving your clients the feeling that they are important and special to you. We’ll teach you the client experience timeline to systematize your process.

We’ll continue to build out your client experience process, including your service values and the concept of impression management. You’ll learn how to provide a Ritz-Carlton level of service to your clients!