The quickest way to become an Elite Advisor is to model the Best Practices of Elite Advisors – you want to learn from today’s best! Top producers of yesteryear are not necessarily role models for acquiring and developing loyal affluent clients today.
This is a new world. In today’s environment, relationship management and relationship marketing are inextricably linked. Elite Advisors have discovered that by expanding relationships with their affluent clients, delivering an extremely high level of personal service, and engaging both husband and wife, they are able to strengthen these relationships while simultaneously penetrating spheres-of-influence.
Based on our latest advisor research, our seven-part Elite Advisor model includes everything from business development to practice management to affluent loyalty and more. Join us and we will show you a roadmap for elite status.
You will learn how to…
- Create service models that generate affluent buzz
- Socially prospect without coming across salesy
- Deliver Ritz-Carlton service with FedEx efficiency
- Generate ongoing affluent introduction mechanisms
- Exceed affluent client expectations
- Incorporate high impact Rainmaking into a daily routine
- Create a simple positioning statement
- “Wow” affluent clients through systematic “surprise & delight”
Want more affluent clients? Your course of action is clear – mirror the marketing activities and sales skills of today’s Rainmakers. Our research has uncovered specific Rainmaker marketing habits, exact scripting, and structure behind their repeatable marketing process.
Our objective is to use this information to help you create your own high-impact marketing system – all built on relationship-management. Why? Colder tactics simply don’t work. Affluent clients rely on word of mouth to find advisors, which links hand-to-glove to the relationship building efforts of today’s Rainmakers.
You will learn how to…
- Create win-win partnerships with other professionals
- Turn your affluent clients into “connectors” for your business
- Socially prospect without coming across salesy
- Learn 5 affluent-tested introduction scripts
- Uncover connections (source names) in every conversation
- Host intimate events that attract prospects and generate buzz
- Create a positioning statement that positions you properly
Elite Teams lead the field in client acquisition and client retention for a reason – they consistently engage in high-impact activities that most teams either will not or cannot do. Through ten years of research on Elite Teams, The Oechsli Institute has uncovered these specific high impact activities and we look forward to sharing them with you.
We know, for example, that Elite Teams have service models that stimulate affluent buzz, marketing plans built around relationship management, and systems and procedures that treat their businesses like businesses. Only 17% of teams are operating as Elite. Why not learn from today’s best?
By combining The Oechsli Institute’s research on affluent investors with emerging technologies you will learn how to acquire more affluent clients and use technology to your advantage.
This is one of the only presentations that will show you specific tactics on how to leverage social networks like LinkedIn to actually bring in business!
You will learn how to…
- Hand-select your prospects like never before by identifying your contact’s connections
- Gather personal and professional information on clients and prospects in advance of face-to-face meetings
- Develop a profile that mirrors your real-world brand and resonates with affluent investors
- Build deeper, more meaningful relationships with your clients, prospects, COIs and referral sources
- Develop content that people actually want to share online
- Search for your niche on LinkedIn
- Create more touch points with your top relationships
- Get access directly to the decision makers, avoid the gatekeepers
- Gain exposure and be found (optimize your profiles)
