Growing Your Business

Create strategies to retain and expand your current client relationships while creating and capitalizing on new opportunities with prospective clients. 

This program is designed to provide insights into working with your current clients, attracting new clients, and preparing a business plan.

In the dynamic world of wealth management, advisors must continually enhance their skills to provide exceptional service to their clients and grow their businesses. The newly redesigned Growing Your Business core program equips Wealth Management professionals like Financial Advisors, Private Bankers, and RIAs with the essential knowledge, skills, and strategies needed to succeed in today's competitive landscape.

Through a powerful blend of expert coaching, practical application, and peer collaboration, the Growing Your Business program offers advisors a transformative learning experience. Our seasoned instructors, who bring decades of real-world experience, provide personalized guidance and invaluable insights to help participants sharpen their skills and overcome individual challenges. This unique combination of expert coaching and hands-on learning equips advisors with the tools and confidence needed to elevate their professional expertise, deliver unrivaled client experiences, and achieve enduring success in their wealth management careers. By emphasizing personal growth and skill development, the program creates a solid foundation for advisors to thrive in an increasingly competitive industry.

What's New?

The 2024 edition of our Growing Your Business course brings significant updates and revised content, designed to meet the evolving needs of financial professionals. Key changes include:

• Expanded Practice Management Blueprint: This course provides a detailed framework to attract new clients and work with current clients, focusing on segmentation, branding, and client experience.
• Emphasis on Client Communication Skills: Gain practical skills in Numeric Framing, Bridging, Languaging, and Questioning to improve client engagement and discovery processes.
• The Priorities Discovery Approach: A unique method to conduct effective discovery, allowing you to identify key client needs and tailor recommendations accordingly.
• New Strategies for Client Retention and Expansion: Explore techniques for conducting periodic reviews, addressing life events, and gathering additional client assets.
• Technology Integration: Learn how innovations in FinTech impact the wealth management industry, and discover tools to enhance your practice.
• Comprehensive Business Development Plan: Develop a strategy for creating opportunities and capitalizing on them to grow your practice.

Areas of Study:

• Defining the Client Experience 
  • Understand how to create a unique and valuable client experience that sets you apart from the competition
• Client Segmenting
  • Learn to categorize clients based on their needs, preferences, and value to your business for targeted services and communication
• Developing and Implementing Communication Plans
  • Create effective strategies to keep clients informed, engaged, and satisfied with your services
• Creating Special Events
  • Discover how to plan and host events that strengthen client relationships and attract new prospects
• Gaining Insight into Client Situations; Future, Feelings and Family Dynamics
  • Develop skills to uncover and understand clients' goals, concerns, and family situations for personalized advice
• Utilizing Insights to Expand Business
  • Leverage client insights to identify opportunities for additional services and referrals
• Developing and Implementing A 7-week Contact Plan
  • Learn to structure and execute a systematic approach to maintain consistent, valuable contact with clients
• Repositioning by introducing the 13 Wealth Management Issues™
  • Understand how to use the 13 Wealth Management Issues™ framework to reposition your services and address clients' comprehensive needs
• Utilizing the 13 Wealth Management Issues™ Document
  • Master the use of this powerful tool to guide client conversations and uncover areas requiring attention
• Defining the client profile you serve best
  • Identify your ideal client profile to focus your marketing and service efforts for maximum impact
• Creating a 4-Point Branding Message
  • Develop a compelling and memorable branding message that articulates your unique value proposition
• Refining and implementing a prospecting plan
  • Optimize your prospecting strategy to attract new clients and grow your business effectively
• Setting up interview meetings with prospects
  • Master techniques to secure meetings with potential clients and set the stage for successful relationships
• Utilizing a disciplined discovery process
  • Employ a structured approach to uncover prospects' needs, goals, and challenges for tailored solutions
• Performing a "gap" analysis
  • Learn to identify gaps between clients' current situations and their desired outcomes to demonstrate the value of your advice
• Effective presentations
  • Develop skills to deliver engaging, persuasive presentations that inspire clients and prospects to take action