New Business Development

• Referral Generation
• Advisory Groups
• Focus Groups
• Reciprocal Relationships (CPAs/Attorneys)
• Educational Events leveraging introductions
• Leveraging Social Media (LinkedIn, etc.)

Sales Process

• Brochure / Introductory Packet
• Presentation Book
• “What Makes You Unique”
• Written / Oral Process – From Referral to New Client
• New Account Process

Proactive Service Model

• Written Service Platform
• Process to design how clients want to be serviced
• Segmentation & Defining Service Models
• Contact Spreadsheet
• Mining the book for additional assets / services
• Drip Systems

Team Building

• Organizational Chart
• Roles & Responsibilities
• Commission Grid
• Incentive Plans for Staff
• Team Meetings & Agendas
• Creating the “Multiplier Effect”

Tools & Tracking Systems

• ACCESS TO A SUITE OF TOOLS & RESOURCES (Letters/Agendas/Scripts/Outlines/ Plans/Systems/Etc.)
• Segmentation Tool & Analysis
• ROBUST TRACKING SYSTEM
•     Pipeline // Assets Identified
•     Referrals
•     New Assets
•     Conversion to Fee-Based
•     Activity