Finding new prospects by way of client introductions is the preferred approach of top advisors as they expand their practices. This one-hour interactive workshop seeks to leave participants with a blueprint for assessing their situation and understanding what they can consider changing to generate more introductions.
The workshop reviews (1) how to leverage relationships and traditional word-of-mouth marketing to expand your business more efficiently; (2) how to engage with clients making them aware of your interest in expanding; and (3) how to devise strategies to make your clients capable of expressing your value clearly to others.
Over the course of the workshop, participants explore topics such as:
|1. Understanding whether introductions are deserved and why – and if not, why not||2. Ensuring there is sufficient awareness among clients of your desire to grow your business through introductions|
|3. How to draft an effective script to ask for introductions using a four-step process||4. Suggested steps to help participants apply and execute the workshop’s insights
For illustrative purposes only.
The workshop is intended to leave participants with a better understanding of how to use introductions from satisfied clients to build new business:
Workshop to help you build business and drive sustainable growth in advisor practices. Contact your GSAM representative for more information.