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Konten disediakan oleh Ray Sclafani. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Ray Sclafani atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Unlocking Hidden Opportunities

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Konten disediakan oleh Ray Sclafani. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Ray Sclafani atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this episode, Ray Sclafani discusses the essential strategies for financial advisors to achieve sustainable growth. He emphasizes the importance of defining growth accurately, enhancing client relationships, building a robust referral system, and setting bold growth targets. Ray Sclafani highlights actionable tactics that advisors can implement to unlock hidden opportunities within their existing client base and pursue new clients effectively. Sclafani also stresses the role of technology, particularly CRM systems and AI tools, in tracking and measuring growth.

The three key tactics to set your priorities straight before the new year begins:

  1. Build or enhance your tracking system to capture more existing client opportunities
  2. Update your referral and Loyal Client Advocate (LCA) process
  3. Set bold goals for new clients, revenues, and assets

Key Takeaways

  1. The most sustainable growth comes from developing your talent.
  2. Organic growth stems from existing client relationships.
  3. Implement a robust CRM system to track opportunities.
  4. Referrals are a primary driver of client acquisition.
  5. Building deep trust with a select group of clients is crucial.
  6. Set a 10% inorganic growth target for 2025.

For more information click here to visit The ClientWise Blog.

Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTube

To join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

  continue reading

39 episode

Artwork
iconBagikan
 
Manage episode 453426673 series 3582122
Konten disediakan oleh Ray Sclafani. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Ray Sclafani atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this episode, Ray Sclafani discusses the essential strategies for financial advisors to achieve sustainable growth. He emphasizes the importance of defining growth accurately, enhancing client relationships, building a robust referral system, and setting bold growth targets. Ray Sclafani highlights actionable tactics that advisors can implement to unlock hidden opportunities within their existing client base and pursue new clients effectively. Sclafani also stresses the role of technology, particularly CRM systems and AI tools, in tracking and measuring growth.

The three key tactics to set your priorities straight before the new year begins:

  1. Build or enhance your tracking system to capture more existing client opportunities
  2. Update your referral and Loyal Client Advocate (LCA) process
  3. Set bold goals for new clients, revenues, and assets

Key Takeaways

  1. The most sustainable growth comes from developing your talent.
  2. Organic growth stems from existing client relationships.
  3. Implement a robust CRM system to track opportunities.
  4. Referrals are a primary driver of client acquisition.
  5. Building deep trust with a select group of clients is crucial.
  6. Set a 10% inorganic growth target for 2025.

For more information click here to visit The ClientWise Blog.

Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTube

To join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

  continue reading

39 episode

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