STRATEGIC PLANNING AND EXECUTION FOR FINANCIAL ADVISORS
ACCELERATE YOUR GROWTH
According to various studies, 75% of the Financial Advisors were experiencing declining, flat or minimal revenue growth.
Yet, the top quartile of Advisors was experiencing double-digit growth...Why?
✔︎ They have a well thought out business plan.
✔︎ They have implemented the plan and track the progress.
✔︎ They effectively leverage clients and strategic partners.
✔︎ They consistently follow up with their prospects.
You can too, despite the challenge of juggling a book of clients and consistently prospecting at the same time...How? The Streamlined Advisor.
THE STREAMLINED ADVISOR
The Streamlined Advisor, Craig Scott, has over 20 years of experience as a successful Financial Advisor at Merrill Lynch and Morgan Stanley. He also owned RIA practice before selling his book to his partners.
Craig knows how hard it is to consistently grow a book while managing a book by yourself. He's here to help you grow/manage your practice with strategies that work, excite you, and differentiate you from the sea of other advisors.
If you're ready to build a referable practice for consistent growth and new strategic partnership, book a complimentary strategy session.
