How fast can you add your next $100 million?
We need more leads! Seminars just don't work anymore.
We added a COO - but we have not figured out our digital marketing strategy.
Our close rate is dragging. There is more competition in every deal.
We just lost a major client, and we don't know what we did wrong.
We refer out all the time to attorneys and CPAs - but we don't get referrals back.
My colleagues are good wealth advisors, but I'm the only real business developer.
This is what it all comes down to:
Client attraction, enrollment, retention,
These are the drivers of your organic growth.
And the sources of your next $100 million in AUM.
How do you attract prospects?
You segment on client needs
And generate leads (online!)
by addressing those needs.
No closing, no selling.
A great advisor guides clients to good decisions in areas where they are stuck.
So do that with prospects!
Yes, there's an app for that.
Attrition costs you
consolidation and referrals too...
To increase retention:
Get clients to tell you what
they're thinking but not saying.
Wealthy clients have two advisors AND self-managed assets.
How do you consolidate assets?
First, consolidate trust.
(Ask me how.)
Referrals are your lifeblood.
How do you get more?
You solve problems;
clients spread your solutions.
No more begging. Go viral!
You're the rainmaker!
The intuitive genius.
Great for your ego.
Not so great for your business.
Leverage = systems at scale.
Driven to grow.
Searching for an unfair competitive advantage, though.
Jeff Belkora, Guidesmith
Stanford PhD systems engineer.
Researcher, consultant, speaker, coach.
Author of 50+ peer-reviewed journal articles with primary data
on the client experience in health care and financial services.
Published in journals ranging from the Journal of Clinical Oncology to the Journal of Wealth Management.
Author of the book DEAL: Discovery, Engagement, and Leverage for Professionals.
Thought and practice leader appearing in sessions hosted by Barrons, Fidelity, FPA, Schwab, and other conveners.
Proven track record with advisors winning assets.
Scientist who discovered two superpowers that quickly earn trust.
If you get these right, nothing else matters.
If you get them wrong, nothing else matters.
Watch this brief video to learn what they are:
Clients include (alphabetically):
Argosy Wealth Management
Clayton Financial Services, Inc.
Cornerstone Wealth Group
Dyer Wealth Management
Halbert Hargrove Global Advisors
Marca Life Planning
Mariner Wealth Advisors
TruNorth Wealth Partners
During my most recent mastermind,
8 advisors added an average of
$11 million AUM in
Don’t work with Jeff Belkora. It’s a real pain. Clients just start showing up. I’d really prefer if you didn’t work with him.