Set the stage and equip your people for new clients and higher AUM. Evolve the client-centric culture you have to one that a client-focused sales culture. We'll retain the best of what you've built and prepare 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 which is comfortable and expands what you've built without changing it so much no one recognizes you, 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 solution and approach is implemented using the 3-P Process to ensure you get the results you need.
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 the process, training, and accountability which allows your team to be comfortable and skillful in their business development efforts...which grows your client base and your revenue.
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: