Ultimate Client Fast-start Program
The Financial Advice Business is Fraught with Distractions. Instead of Acting, You React. Instead of Getting Ahead, You Fall Farther Behind. Your Clients, Your Time and Your Profitability Suffer.
If You’re Ready for a Breakout Year, You Need a Decisive NEW Plan for Eliminating Distractions.
Dear Financial Advisor,
Let’s be frank. When times are good and markets keep setting new highs (like now), it’s easy to take client service for granted. Not just you…your clients do, too.
The drumbeat goes something like this…
Your clients get their statements and performance reports. The numbers look great. On paper, they’re worth more today than they were last month, last year and maybe even a few years ago. So they have very few questions and they don’t see a need to speak with you.
Unfortunate…but not tragic.
Until things get worse and some clients stop returning your calls. They view your advice a bit like a broken record.
Why listen? It’s the same old happy tune. We’re rolling.
So your assistant starts pestering you. He can’t get your clients into the office for their quarterly reviews. Financial plans along with their goals and priorities become stale.
Oh well…at least your fee income is going up along with the markets!
Sure, this makes you feel a bit uneasy. But you decide to go with the flow.
Are You Just Singing Along…Kumbaya?
You think, “If my clients don’t bother me, then I won’t bother them.” I call this kumbaya financial advice. Everyone (you and your clients) is just sitting around the campfire singing that happy tune…
The market is up…yay…kumbaya.
The fed is accommodating…yay…kumbaya.
I hope this never ends…yay…kumbaya.
Then SOMETHING happens. And it’s not always a meltdown in the financial markets. Your clients’ lives crash headfirst with their (your) financial malevolence. Their portfolios and their plans are put to the test.
Kumbaya turns into finger pointing.
Think of it this way…lack of communication makes dealing with deaths, family crises, lost jobs and a laundry list of other possibilities harder. And at this point YOU shoulder the blame. After all, your clients put YOU in charge. Some relationships, even some you thought were impenetrable, are irreparably damaged and lost.
Ugh…if only you had tried harder to stick with your service model.
Weather Proof Your Business Against Market Meltdowns and Financial Hurricanes
Let’s not forget, financial bubbles can burst too. The ’87 crash, the dot-com bubble and the housing meltdown come quickly to mind. Of course, better communication cannot prevent these events. But a well-executed service model mitigates the pain.
Your business may bend, but it will NOT break.
Look around you. You know advisors who weathered the 2008 storm better than the rest. (Hopefully, it was you.) In fact , these rock stars ADDED new clients and new assets in the depths of the slide. And they didn’t do it by outsmarting Mr. Market or Mr. Economy. They did it because they unequivocally EARNED their clients’ confidence.
Confidence they deserved because they delivered a memorable, meaningful and repeatable client experience.
If You Fill Your Book with Ultimate Clients, You Earn More and Work with People Who Act On Your Advice
Advisors who deliver world class service are very picky when it comes to client selection. They know there are more clients who need their help than they can possibly service. They know they’re on the right side of the demand-supply curve.
They only draft first round picks. I call them ULTIMATE CLIENTS.
That way, the downward spiral of lousy communication never gets started. Ultimate clients know they have a responsibility to their advisors. The relationship is totally transparent. Advice is easily accepted. And clients are advocates (walking billboards) for their advisors.
Good service and advice is a two-way street. Advisors and clients share in the success of the relationship.
Stop for a minute and think about your top 10 clients or your the top 20% of your book…
…Would you like to clone them?
…How much more enjoyable would your business be if your book was filled with more clients like these?
…How much more profitable would you be?
…Would you add time back to your day?
…Would you be more willing to eliminate unfriendly, unprofitable, nightmare-causing clients?
…Would your team be happier?
You Can Transform Your Business in as Little as 8-Weeks
In the end…these liberating, business-transforming concepts sit at the heart of my Ultimate Client System. And I’d like to share them (and more) with you by inviting you to join my 8-week Ultimate Client Fast-Start Program. This highly interactive, “virtual workshop” is designed to propel your business to new heights.
And I’m willing to bet on YOUR success by offering an amazing money back guarantee*.
I truly believe Delivering the Ultimate Client Experience should be the cornerstone of your continued success. Done right…executing the Ultimate Client Experience will have a positive impact on EVERY aspect of your business. Not only do your clients become even happier with the value you bring to their financial lives…
…you will build a stronger team
…you will capture meaningful new assets
…you will dramatically increase your referrals
…you will eliminate ineffective prospecting, and
…you will get hours back in your day
One of my clients gave me this great feedback…
You could be next…
Building on the system I detailed in my new book, The ENCORE Approach for Financial Advisors: Delivering the Ultimate Experience, this program will will help you take action.
As an old acquaintance of mine used to say, “Action takers are money makers.”
Sound corny? Maybe.
Yet the many successes I’ve had in my career as a financial advisor (close to 30 years) all started with ACTION. Same goes for the folks I coach…simple actions set the dominoes in motion. Not complicated stuff that takes days, weeks and months to implement.
You’ll be able to implement simple, clearly defined concepts that drive IMMEDIATE results.
My clients tell me that’s one of the greatest strengths of the training, mentoring and customized coaching I’ve designed. And it’s ALL built into my 8-week Ultimate Client Fast-start Program.
I won’t hold anything back.
My success in this program will be measured by your success. We’ll work together to systematically transform your business. You’ll have a front row seat as you achieve your next breakout year.
- No more plateaus, no more treading water.
- No more growth at the expense of countless hours in the office.
- No more wondering if your business can withstand the perils of the next market bubble
You take action AND you take control. Plus, you don’t have to put your business on hold. This program is designed for simple, elegant implementation. I’ll show you how to implement the Ultimate Client System “on the fly”.
You and your business won’t miss a beat…
By joining my Ultimate Client Fast-Start Program, you’ll be in position to…
- Identify and imitate your Ultimate Clients…you’ll always work with clients you truly enjoy
- Increase your assets/revenues by 25% or more over the next 6 months
- Increase your referrals fivefold without phony gimmicks or scripts
- Meaningfully increase client loyalty, turning your clients into real advocates for business
- Eliminate time-wasting activities, so you can spend less time in the office
Sound bold? Well, it is.
Yet I’ve worked with hundreds of advisors who have completely re-energized their businesses by implementing my Ultimate Client System.
Who should participate?
Please don’t apply for this program if you’re looking for a “silver bullet” solution. My Ultimate Client Fast-start Program requires work. Working smarter, not harder and longer. Doing more of what you do best. Plugging gaps. And fixing anything that may be broken.
This 8-week program requires genuine, client-focused effort. Effort that is consistently applied.
Although rookies and wishful thinkers could benefit from this “virtual workshop”, it’s best suited for experienced financial advisors with an established client-base. Especially if you’re focusing on growing your fee-based relationships.
Consider my “top 5” criteria…
- You absolutely need to believe that your clients are the lifeblood of your business…and they should always expect and get your best.
- You should be excited about the prospect of taking your businesses to a new level of success…status quo isn’t even a consideration.
- You should understand the importance of maximizing the potential of your current relationships (and understand that some relationships are dragging you down)…reality demands you prioritize.
- You MUST be willing to re-examine every aspect of your business in the light of delivering exceptional client service…you must embrace the possibility of change.
- Your work isn’t just a job…it’s essential to your clients’ well-being as well as your ability to make a difference in your life, the lives of those you love and in your community.
Here’s how one of our biggest fans describes what we do…
You’re Going to Discover Actionable Strategies for Growing Your Business….IMMEDIATELY
Here’s how we’ll make it happen…
Put Your Business on a Firm Foundation
At the moment, the the market is gaining strength and setting records. (I hope it keeps going.) But it’s good to keep in mind that the needle moves in both directions. When the market is riding high, it’s easy to take clients for granted. And your clients don’t notice that they’re not hearing from you as often as they should.
But bubbles burst. Clients wake up. And business is lost.
When times are lean, many advisors flail around looking for a life preserver. I’ve been through three decades of huge market swings…and have watched advisors ride the highs and needlessly suffer through the lows.
Long-term client relationships are jeopardized. Careers take major hits. Some advisors never recover.
That’s why you need to take advantage of my Ultimate Client Fast-Start Program. This 8-week program is not theory. I am a coach with decades of in-the-trenches experience as a financial advisor. You’ll get proven strategies that have withstood the test of time. Frankly, it’s the secret sauce that made me a top producer for over 25 years.
Fast-Start is supercharged to meet the requirements of a changing world.
Fast-Start is customizable to meet the intricacies of your practice.
Here’s a quick overview of what you’ll learn during our fast-start series….
Before you can begin to improve your client care and communication, you need to clearly understand why your favorite clients do business with you. You also need to have a precise definition of your ultimate client relationship…there’s no need to do business with folks you don’t enjoy. During this phase of the program, you’ll have an opportunity to create or upgrade your Unique Client Proposition (UCP) and your definition of an ultimate client relationship.
The process of profiling and segmenting your clients is essential. Plus, it creates an immediate opportunity to uncover new business opportunities. The assignments and activities from this stage of the program will lead directly to increased fee-based assets.
Now it’s time to turn your attention to client advocacy. By helping your clients understand how important they are to your practice, you’ll put yourself in the position to receive a steadier stream of high-quality referrals. Most importantly, these referrals will have the same characteristics as your ultimate clients. This process will dramatically reduce your need for expensive, time-consuming prospecting.
Once you’ve established your client segments, it’s time to create an ongoing service model. In this phase of the program, you’ll build a communication calendar that is appropriate for your practice. Your clients, particularly your ultimate clients, will better understand the value you bring to the relationship. Plus, we will design a system for treating your top prospects like they’re already clients of your practice.
Let me summarize…
For an investment of only $497 you’ll receive:
- Four high-impact, interactive webinars spread over eight weeks…recorded for easy replay
- Fast-start Action Alerts…step-by-step guidelines for getting the most out of this 8-week program
- Fast-start Mastermind Sessions…teleconferences designed to brainstorm with your coach and classmates
- Fast-start Game Plan…a workbook to stay on track
- Fast-start hotline…rapid response to your questions
- Access to my Private Vault of Client Care Campaigns and Letters…we make implementation as easy as possible
Bonus 1: “Best Year Ever” coaching session…valued at more than $300, you’ll get private access to your coach
Bonus 2: Private website and social media analysis…walk you through a personalized, 14 point website and social media review, valued at $150
*Plus, you have my 100% Money Back Guarantee…you will be entitled to a full refund of your entire investment if you complete this program and feel you haven’t received more than 5-times your money back. Just send me an email.
Are you ready to get started?
Please register before the countdown below expires. We expect this program to fill up quickly. The bonuses** are only available for those who register by 4PM-ET on February 20th.
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My Ultimate Client System is absolutely transformational. You owe it to yourself, your clients and your family to register…everybody wins. Quite frankly, your business will never be the same. And I’m betting on YOU.
All the best-
Rob Brown, Founder, Encore Partners
P.S. Yes, you read my guarantee* correctly. If you don’t get more than 5-times your money back, I’ll give you a total refund. That’s how confident I am in the Ultimate Client system. And that’s how confident I am in my ability to help you achieve immediate results.