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You have such valuable knowledge that is industry-specific... Your knowledge base is tremendous.
George Guttman | CFP®
Success Stories
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In ‘Good to Great’, Jim Collins touts the benefits of “Getting the right people on the bus in the right seats”. With a shared vision and mission, I have been fortunate to get Jake on my bus and in the right seat of “digital marketing maestro” (his given title by me) in our organizations. The digital world is vast and I deeply appreciate Jake’s guidance as we course through this new, amazing, and opportunistic terrain.
Danielle Howard | CFP®, CKA®, speaker, and educator
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Digital Marketing for Financial Planners are the digital-presence gurus. They deeply understand the paths potential clients take on their journey toward connecting with you directly. More importantly, they're fluent in the ways you can put your best message forward with those potential clients every step of the way. For advisors who understand the importance of owning their digital footprint and know they can’t manage it alone, this is the go-to team.
David C. Bowman | CFP®
Our Consulting Frameworks:
Dallas/Ft. Worth Based Wealth Management Firm
Mike was an early graduate of the Devoted Client Attraction Method. He had a ton of "to-dos" for his client acquisition system, but the steps didn't connect to his greater plan.
We took a look and implemented a Client Acquisition System, and what happened next was nothing short of astonishing…
Focused Conversation
Now he knows his goals and metrics when he attends an in-person networking meeting. He knows how to build rapport with an acquaintance and qualify his ideal clients.
How their practice changed
He was able to set reasonable targets for his networking goals and identify how his prospecting time was building his relationships with his ideal prospects.
Better Prospects
The prospects who reach out to him today how how they will benefit by being his client. They understand how working with a financial life planner will change their day to day lives and how they feel about their wealth.
Better Client Relationships
The prospects that reach out to him are now more ideal clients. They appreciate the impact of his stewardship and the integration of their relationship with their finances.
Nashville Based Wealth Management Firm
Steve and Mel came to us because they were growing but not how they wanted.
Their clients weren't ideal. They were doing a lot of bespoke work, not getting the clients they wanted and feeling stuck.
We took a look and implemented a Client Acquisition System, and what happened next was nothing short of astonishing…
What they learned
Within a few months, they were able to identify and acquire a firm in their area and had their client base grow significantly!
How their practice changed
Fast forward to today and they are acquiring additional firms and their practice is growing the they want.
Better Prospects
By knowing their sweet spot and who got the most out of their work they were able to focus their message and attract clients who needed what they do best.
Better Client Relationships
High client retention with a better ideal client who is going to get a ton of value by working with them.
Aspen Based Wealth Management Firm
Danielle was a long term client when we started building her Client Acquisition Engines for her clients.
She had been stuck. People weren't buying her new book. Even though she was a prominent local radio personality, she wasn't acquiring clients, much less ones she felt were a great fit.
Within a few months of having a system, everything shifted.
We took a look and implemented a Client Acquisition System, and what happened next was nothing short of astonishing…
Focused Conversation
With a plan she and her team knew where she wanted her team to focus their brand message and what to say to attract their ideal clients.
How their practice changed
After years of being stuck with stagnant growth, everything changed.
By unlocking their road blocks they were able to bring on a number of ideal clients.
Better Prospects
They had been stuck, their prospects had not been moving forward.
After having a plan and updating their messaging it became apparent that a number of those prospects were waiting to become a client.
Better Client Relationships
With consistent growth and happy clients their firm was able to get to close to capacity with more ideal clients.
Sacramento Based Wealth Management Firm
Sheri person came to us wanting to expand her financial planning firm with a money coaching business that complimented her financial planning business.
We took a look and implemented a Client Acquisition System, and what happened next was nothing short of astonishing…
Focused Conversation
She identified the most important money skills that she wanted to teach her coaching clients and what types of clients she wanted to add to her planning practice.
How their practice changed
Focused conversations with specific deliverables.
Her queue of clients expanded dramatically enough that she needed to hire an associate advisor.
Better Prospects
Her clients know not just how she will support them. They also have improved financial literacy and more productive client meetings.
Better Client Relationships
The prospects that reached out to her were ideal clients who appreciated the impact of her financial planning skills and their increased financial literacy.
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CONTACT
633 NE 61st Ave
Portland, OR 97213