…In the event of market dislocations, it’s physically impossible for you to make outgoing calls to all your clients. If you have 200 households, who wants to be the 200th household you call? Who are you going to choose to be the 200th?”
“Okay, I know you’re right. I’m just not sure how many of my clients would feel comfortable giving someone else discretion over their accounts.”
“…Managing client accounts under a discretionary platform based on risk profile and a defined investment matrix allows you to respond quickly and effectively to market changes. It’s best for the client and it’s best for you.”
“It is best for them, and I’d actually get paid on a lot of the assets I’m responsible for but have never gotten paid on.”
—Excerpt from Plateau to Pinnacle: 9 Secrets of a Million Dollar Financial Advisor
Transition to a Fee-Based Model Coaching Program
This is a specialized coaching program for advisors who wants to transition more business to a fee-based platform. Some of the systems covered in the Plateau to Pinnacle Coaching Program are also covered here. However, in this coaching, there is a special emphasis placed on developing a structured investment matrix and pricing model that you believe in and can utilize to generate more referrals, assets and revenue.
Some of the areas covered are:
- Getting organized
- How to leverage your existing book for more referrals, assets and revenue
- How to improve the quality and quantity of your referrals with our proven-in-the-trenches Referral Conditioning System & Referral Detective Strategy©
- How to establish & market your individual brand
- Developing a structured investment management process & pricing model that you believe in and one that adds client value; includes platform selection and matrix development
- Developing a transition process that fits you and setting it up for success
- How to integrate your investment management process into your current business so as to maximize effectiveness and minimize stress
- Developing an individualized tracking system that is a real tool to increase business rather than just another to-do list item to check off
- Consistent implementation and troubleshooting