The secret to really breaking through production ceilings and reaching the next level of growth in your business comes down to one thing. How much time are you spending in your role as advisor, working with clients and transacting business, as opposed to “running” the day to day operations in your business. As advisors we often spend far too much of our time on the day to day tasks needed to keep our practice running, or worse yet, spend tens of thousands of dollars on staff members that we never fully utilize. Tasks like scheduling appointments, confirming reservations, sending birthday and anniversary cards, touching base with clients, and on and on it goes. Rather you have staff already and want to make them more efficient, or you do a lot of the administrative work yourself and want to automate it so you don’t have to hire staff, RetentionSolution is all about internal efficiency.
In RetentionSolution We’re Going To:
• Discuss Your Current Internal Office Structure • Analyze Your Internal Work-flow • Review With You What Systems You Currently Use • Identify The Tasks You or Your Staff May Be Doing That Could Be Automated • Identify Opportunities To Increase The Level of Service You’re Providing Clients
• The RetentionSolution Video Training Course & Workbook • Automated Client Birthday, Anniversary, Client Anniversary, and Holiday Cards • Long Term Client Nurture Sequences • Annual Review & Touch Base Sequences • The New Client Welcome Sequence • The RetentionSolution Management System