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4 Growth Areas_Chariot Consulting

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Greg Wright, CFP®, CLU®
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Client Acquisition Client Service Fiduciary Advice Pricing Advice  Duplicating the top 10%  Referrals and Introductions  Client segmentation  Meeting structure  Presentations  Media  Office location  Branding & Decor  Client Advisory Board  Client Relationship Model  Meeting Agenda  Meeting Summary Letters  Client Satisfaction Survey  CRM software  eFile management  Comprehensive financial planning  Behavioral advice  Case analysis  Financial planning softw are  Investment softw are  Know ledge & Resource library  Differentiating Advice vs Service  Communicating the fees  Fee schedule  Product mix  Succession planning What is your plan for growth? How fast do you want to get there? What roadblocks are slowing you down?

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4 Growth Areas_Chariot Consulting

  • 1. Client Acquisition Client Service Fiduciary Advice Pricing Advice  Duplicating the top 10%  Referrals and Introductions  Client segmentation  Meeting structure  Presentations  Media  Office location  Branding & Decor  Client Advisory Board  Client Relationship Model  Meeting Agenda  Meeting Summary Letters  Client Satisfaction Survey  CRM software  eFile management  Comprehensive financial planning  Behavioral advice  Case analysis  Financial planning softw are  Investment softw are  Know ledge & Resource library  Differentiating Advice vs Service  Communicating the fees  Fee schedule  Product mix  Succession planning What is your plan for growth? How fast do you want to get there? What roadblocks are slowing you down?