What’s Working Now: 5 Ways to Increase Organic Growth

1. Dive Deeper with Client COIs
Understanding your clients is one thing; identifying the crucial Centers of Influence (COIs) is a masterstroke. We’ll unveil:

• Methods to pinpoint the COIs that we can turn into advocates.
• Tailored strategies to nurture these goldmines and get introductions effectively.

2. Relationship Mapping – Your Blueprint to Success
Making organic growth efficient and repeatable will make or break an advisor’s journey. Discover:

• A step-by-step guide to meticulously track and enhance your client relationships.
• The secrets of G5, our revolutionary CRM tool that redefines relationship management.

3. Host Events that Convert
Beyond the fancy dinners and usual networking, there’s a science to organizing events that yield results. Uncover:

• The anatomy of successful events that promise more than just handshakes – genuine engagement and hot prospects.
• Case studies of events that turned the tide for struggling advisors.

4. Words that Work – Advocacy Scripts
The right words can transform, and we’ve got them packed for you. Dive into:

• The psychology behind words that resonate, persuade, and convert.
• Two exclusive scripts that have shown consistent results.

5. Strategic Alliances – The Power Partnerships
Not all partnerships are made equal. Learn to:

• Identify, build, and sustain partnerships that promise growth and consistency.
• Strategies to keep these alliances beneficial and flourishing.

Now, while this might seem like a lot to take in, we’ve distilled 40+ years of experience, successes, and lessons into this action-packed webinar.