How to Double Your Financial Client-Base in 30 Days

If you could gain instant credibility in your market and have an automatic referral generating process to bring in more than 10 new clients a month from qualified prospects, ready to act on your advice, how much would this be worth to you?

Sadly, most advisors, coaches, consultants and counsellor-types I’ve spoken to aren’t able to answer that question. They want more money, but don’t know the value of their activities or even how to begin to calculate what return on investment for their business. They also don’t have systems in place to handle an increase in business and because they’re missing this key information, they spin their wheels doing everything by themselves in order to pick up any kind of business they can.

  • If you consider the value of one new client, how much time does it cost to acquire and service them?
  • Perhaps you’re trying to build a website and tap into social media to find them; how’s that working?
  • Are you sending newsletters and organizing seminars?

All these marketing initiatives are time consuming and require specialized expertise. Many people spend a lot of time and money to learn how to do some of these things themselves and end up with minimal results.

  • If you’re new to the financial or coaching industry would credibility and automated marketing and client service jump start your business?
  • Or, if you’ve been around the industry for a while and are switching firms or perhaps selling your practice, would having an automated prospecting and service system facilitate a streamlined move?

A tremendous amount of your day is spent doing marketing, service and compliance tasks that don’t make you money but are still necessary. Financial regulations are squeezing income; and re-inventing the wheel or doing what everyone else is doing only adds to the stress and unproductive activities.

If you want to double your client-base in 30 days, you need to be able to leverage your activities which means you need to know where and how to focus and systematize what you do on a day-to-day basis. Sounds logical enough, but if you’re trying to do it all, this can take years…unless you can recycle, reproduce, rebrand, and reuse something that already exists to plug into a system that produces an immediate ROI in your business.

By immediate, I mean within 30 – 90 days. How? By unlocking hidden opportunities within something that’s already produced; a renovation of sorts to position yourself in your market as an expert, above the crowd of financial professionals competing for clients so the right people will find you and you’ll be able to support them.

If you want to help people navigate the increasingly complex world of money, you must establish credibility and have systems to acquire and service your clients efficiently. In today’s marketplace this can be a costly, time-consuming, regulatory maze on your own.

It took me 3 decades to learn and build what I’d like to share with financial professionals who know what I’m talking about and aren’t afraid to invest in their business. The secrets I learned through ridiculous hard work and hundreds of thousands of dollars, can help someone from sabotaging their business with wasted time and effort. I know from personal experience that doing everything on your own is time-consuming, tedious and not very effective. I also know that leveraging other people’s time, money and expertise can be very profitable, but only if you know what your objective is because it’s way too easy to get side-tracked and spend money without seeing a positive return in a reasonable amount of time.

If you’re someone who has a clear vision and wants to move your business forward and increase your income in the next 30 days the fastest way to do that is to follow something that others have done successfully in the past, but to personalize it for your unique situations, goals, purpose, and vision; you’re repurposing what has worked for someone in the past.

If you’d like to double your business without doubling your effort and sacrificing time away from what you love, then let me know and we can discuss a simple, unique, timely and valuable asset you can repurpose for your own business to get results beyond want you can currently envision.  Send me a message and I’ll look forawrd to sharing more with you then.

Sam Piercy, CFP / sam@sampiercy.com

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