Set the stage and equip your people for new clients and higher AUM. Build the client-focused sales culture that retains the best of what you've built and prepares your team for the future.
We work with firms headed by a leadership team who wants to make sure the firm can survive and grow beyond what a few “rainmakers” can accomplish.
We know that to infuse the firm with a client-focused sales culture it needs these four things:
Many of our clients had some of these pieces in place but weren’t positive they were working together for maximum effectiveness. That’s why they worked with us.
We’ll guide, counsel, and make sure the right approach is implemented using the 3-P Process.
First, we Pinpoint what’s working or not within your sales process and the people within the roles.
Based on what is discovered, we Prepare the foundation you can continue to build from. This involves training, possibly process improvement, and accountability which allows your team to acquire and serve more ag customers.
Step three ensures Performance is ongoing and sustainable. We provide reinforcement, coaching training, and support to build long-term accountability, skills set, and sales results.
Cleary Gull Advisors
I’ve always got my eyes on higher results, but I’m pleased with production from the last month. Since graduation I’ve added two $500k new clients and an $850k committed.
It’s not magic and it won’t happen overnight. But with time, effort, accountability, and coaching you will have:
If this sounds like you, let's start a conversation: