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:
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.
Our practice management workshops and personal consultations provide tailored business strategies designed to help our clients strengthen key aspects of their practices to maximize business growth.