How Do We Work with You?
Our introductory period is followed by an eight-week-long process that is designed to achieve quantifiable results for you and your very best clients.
We discuss our process and how we can help you save time, earn more, and serve your clients more effectively.
We review your practice, client makeup, goals, and expectations to ensure compatibility with our process.
Laying the Groundwork
We meet with you to identify three suitable clients and coach you in how to reach out to discuss the proactive process you are adopting.
You call the identified clients to schedule an hour of their time. They also receive a short survey to identify their greatest needs.
We join you in the conversations with each of your three clients to determine what is most important to them.
We reach out to our array of experts to determine the creative solutions that will meet your clients’ needs.
We implement the solutions on your clients’ behalf while you continue to serve as their point of contact.
Moving forward, we introduce Family Office Services to your very best clients through our turnkey marketing solutions.