Financial Service
Representative
Foundational understanding and creation of a high touch modern financial service practice from a client centric perspective.
Work with C4G experienced leaders that have built and continue to manage a successful practice. Enhance your strengths and identify weak links while building solutions to create a business that you envision.
Why Choose this Program?
Our program is customized, and we move as fast as you want to increase revenue and enhance the quality of your life.
Customized Approach
Tailored specifically to your strengths and market. We move at your pace to address your unique challenges, ensuring the strategy fits your specific practice needs.
Client-Centric Design
Build a high-touch, modern practice that prioritizes the client experience and outcomes. By focusing on clear service standards, we help you drive retention and organic referrals.
Sustainable Growth
Implement proven systems to scale revenue efficiently. We focus on "baking in" accountability so you can grow your business while reclaiming your personal time.
The Curriculum
Your Practice Blueprint
From setting the stage to closing the loop, we cover every aspect of a modern practice.
01
Setting the Stage
Foundational Elements
- Professional Biography & Promise Board Customization
- Define wealth management & sales process (Design & Coach)
- Capacity and activity metrics planning – GROW SHEET
- Time and calendar management strategies
- Prospect kit construction & SMART goal process
- SWOT analysis
02
Client Acquisition
Marketing & Outreach
- Client kit development & Introduction strategies
- Wallet Share marketing campaign – Land, sea, and air
- White Label third party managers
- Budget and third party leveraging
- Process presentation for Prospects
- Broker link strategy – Campaign Design
03
Service Management
Retention & Relationship
- Client service commitment & Service level standards
- Client teaching graphics – Customized
- Event budget and check list
- Note taking and delegation techniques
- Service marketing campaign – Passive/Automated
- Follow up communication – Process driven
04
Growth Strategies
Execution & Scale
- Client events(s) – Schedule time and content
- Client review process/presentation
- Prospect presentation(s) – Niche market target
- Share of Wallet (SOW) presentation (review)
- Role play & Objection “tree” resolution
- Positioning & Lead generation training
PRICING PLANS
Program Investment
Invest in your practice today to increase your quality of life tomorrow.
Basic Consulting
Process and Systems created for scale and practice enhancement.
$
2,500
/ Package
-
30-min weekly consultation
-
Homework & outlines emailed
-
Phone or Web-based
Enhanced Consulting
A deeper dive and more intense into the practice process and resolution for growth.
$
5,000
/ Package
-
Up to 60-min weekly consult
-
Personal critique of material
-
Access to C4G Associates
Popular
A La Carte
Customized solutions based on specific advisor or practice needs.
$
1,000
/ Package
-
Individual topic focus
-
Solution resolution
-
Flexible scheduling
