1 min read

Why marketing creates a chicken/egg problem for advisors

Why is marketing a great way to throw money down the drain? Because marketing must be supported by a proven process for delivering killer client results. Marketing cannot create a thriving advisory business, only happy clients can. Happy clients introduce you to their peers, make for happy referral COIs, and more.

Creating client wins requires knowledge, tools and support, and a community with whom you can work on challenges, opportunities, problems and ideas for delivering client wins.

Why might investing in a proven system for growing client revenues be a better path than throwing money at leads? In this short video, Growth-Drive founder George Sandmann explains.

Best for: Management Consultants, CPAs, Exit Planners, M&A Pros and Fractional CFOs. 

MARKETING FOR BUSINESS ADVISOR

clicking the image opens the video

George is hosting a 30 min preview webinar about growing a thriving advisory business on Wednesday Dec 7 @ 12:00 ET. Register here. Includes an open mic Q&A session. 

Can't make it? No worries, simply register and we'll send you the recording. 

 

EXIT PLANNING IS EQUITY VALUE PLANNING

EXIT PLANNING IS EQUITY VALUE PLANNING

You client has a wealth gap: they don't have enough AUM to fund their personal wealth goals. Their business is supposed to close the gap - and the...

Read More
Making Transferable Business Value Actionable

Making Transferable Business Value Actionable

You are a Business Advisor or Exit Planner and you need an accurate and reliable tool for educating your client about business value, transferable...

Read More