The right systems
Without having the right systems in place, you risk losing clients, losing prospects and even losing highly valued advisors and staff.
Having built and perfected systems for our own firms and applying what we learned across multiple organizations, we know its mission critical to make sure this piece of the puzzle is firmly in place.
We start by talking to you, your advisors and your back office to determine what the current system is for:
1
Obtaining and growing your lead list.
2
Turning leads into prospects and prospects into clients.
3
Deepening your relationships with current clients to make sure they become referral and introduction machines.
4
Making sure nothing falls through the cracks with respect to client service and your back office is proactive rather than reactive.
We then design fixes to make sure you are optimized to deliver on the areas above within the confines of your existing infrastructure (it’s infrequent, but if required, we will also suggest potential alternatives to your current suite of solutions).
Once we present the solutions to you, you get to decide what if anything you want to implement. We’ll then present options which include you creating your own systems or using us to customize our current systems to fit your needs and situation. This is often a less expensive route because we’ve already done the heavy lifting of creating and testing systems we know work and all that is required is customization to your specific situation.