Maximize your earnings potential by developing strong relationships
You have the most exciting and demanding job at your firm. We respect just how difficult it can sometimes be and we are responsive to the ongoing challenges you may be facing.
You might be asking yourself: “How can I better prepare for my own financial future?”
Financial independence – You want to develop a lucrative financial services practice. However, unless you have a business plan, it may be difficult to focus your efforts or gauge your progress toward your goals. Competing demands on your time and constant interruptions can also lead to inefficiencies. And since you are so busy helping others prepare for retirement, you may be postponing the planning necessary to sell your business to another broker eventually or secure an income from it someday.
You might be asking yourself: “How can I effectively market myself to prospective clients?”
Prospecting new clients – You want to acquire new clients to grow your practice. However, without proper training and adequate time allocated for the steps necessary, prospecting efforts may fall short. And if you do not have a prospecting plan, you may not have clearly defined goals or an executable marketing plan.
You might be asking yourself: “How can I expand and enhance service to my existing clients?”
Developing existing clients – You also want to uncover unmet needs and provide solutions to create deeper, longer-lasting and more profitable relationships. Understanding client expectations for communication may be a challenge. You may not have the tools you need to stay in touch. Defining service levels by segment may be difficult without segmenting the types of services you offer to different types of clients.