Client Acquisition in a Box [Book]

Financial professionals all agree that they need new clients. But the challenge   of balancing a healthy client base and dealing with an endless flow of admin is crowding out the time for a strategic prospecting effort. The result? A prospect-when-I-get-to-it approach that barely moves the needle. Without a dedicated prospecting effort, advisors, planners, bankers and insurance pros face real revenue gaps in their practice. In order to respond, this book provides a proven system that will get the growth readers need that positions them as credible, not salesy. 
 
Taming the Four Headed Dragon gives Bankers, Private Client Advisors and Insurance pros an easy-to-adopt process that validates what they’re already doing well while giving them the three things successful prospectors possess:

1. Laser beam focus on an ideal client type
2. The messaging to connect credibly
3. The time to commit to a planful approach

Without these three things, prospecting becomes tactical and sounds transactional. That's not a good thing since most any client worth attracting is with another firm and individual. Inside you’ll find:

• Templates for prospect messaging (with great samples!)
• Ideal client “declarations” to share with COIs
• Meeting agendas and constructs to make sure every contact pays off
• Closing process that gets prospects to commit

Click here to see what readers have said about Taming the Four Headed Dragon: https://www.4headeddragon.com.
 
Start winning more that your share of new business by ordering your personally signed copy of Taming the Four-Headed Dragon. Go to https://www.4headeddragon.com to order. Most credit cards accepted. For an earlier start on your client acquisition efforts, download your free copy of the chapter that helps you ask for the business. Click here to get yours: ​www.billwaltonsalestraining.com/freedownload2.html.