Financial Service Representative

Foundational understanding and creation of a high touch modern financial service practice from a client centric perspective. Work with C4G experienced leaders that have built and continue to manage a successful practice. Enhance your strengths and identify weak links while building solutions to create a business that you envision. Our program is customized, and we move as fast as you want to increase revenue and enhance the quality of your life.

What's In It For You?

Setting the Stage

Professional biography
Define wealth management process – Design and coach on delivery
Define sales process – Design and coach on delivery
Capacity and activity metrics planning – GROW SHEET
Promise Board customization
Time and calendar management
Prospect kit
SMART goal process
SWOT analysis

Marketing - Client Acquisition

Client kit
Introduction strategies
Wallet Share marketing campaign – Land, sea, and air
White Label third party managers (some platform restrictions)
Budget and third party leveraging
Process presentation – Prospect
Broker link strategy – Campaign Design

Service & Relationship Management

Client service – Commitment
Service level standards
Client teaching graphics – Customized
Event budget and check list
Note taking and delegation
Service marketing campaign – Passive/Automated
Follow up communication – Process driven

Strategies

Client events(s) – Schedule time and content
Client review process/presentation
Prospect presentation(s) – Niche market target
Share of Wallet (SOW) presentation (review)
Role play
Objection “tree” and resolution
Positioning
Lead generation training

Pricing:

Increase your Quality of Life – Investment

Basic Consulting Package: 30-minute weekly phone or web-based consultation with homework and outlines emailed to the client: Process and Systems created for scale and practice enhancement.

$2,500

Enhanced Consulting Package: Up to 60 minutes per week of consultation and personal critique of material by C4G Associates: A deeper dive and more intense into the practice process and resolution for growth.

$5,000

A La Carte, Individual Topics/ Solution resolutions: Customized based on advisor/practice needs

$1,000 per two-session consultation