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...
1 min read
George Sandmann, Founder : Dec 5, 2022 3:50:47 PM
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.
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.
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