Financial Advisor SMART BOOK™
We recently published the 2018 Edition of the Financial Advisor SMART BOOK™, 2018 Edition This resource is a comprehensive guide to help financial advisors build a strategy-led, systematic growth program with 9 proven strategies. The goal is to help advisors:
- Increase Volume: Generate More Visits & Inquiries
- Increase Client Value: Get Better Qualified Inquiries
- Increase Velocity: Increase your Conversion Rate
- Increase AUM and Revenue: Optimize Engagement for AUM growth and Revenue Impact.
[Strategy 1 of 9] Align Your Team on a Vision & Smart Goals
We are surprised how many advisors we work with have not clarified a vision or established clear revenue goals and metrics to achieve them. Having a vision and game plan for growth is important for financial advisors to thrive in a challenging marketplace. The Smart Book™ outlines how you can achieve more predictable and sustainable revenue growth by establishing a Revenue Architecture that fits your firm. The key is to commit to a systematic sales and marketing process by following the 9 proven strategies to guide your approach.