I’m going to invite you to a webinar. We’ll get to that in a sec.
Do you want to deliver client wins? Of course you do. Then you might already know this: success in delivering client wins is driven by starting with the end in mind. Wealth Advisors, Business Advisors, and all successful senior pros like you do it.
This is why advisors are so amped about the strategic relationship between Growth-Drive and 90.io. And I’m amped right along with you. 90 is the top growth implementation platform, and the Growth-Drive methodology and process are now embedded into the heart of this powerful tool. Which means you can now introduce strategic doing during client discovery.
So back to our premise: you have to start with the end in mind. Yeah… How?
The best practice is for every profit and value growth engagement, whether you're a wealth advisor or a business advisor, to start Act 1 Scene 1 with a Growth Conversation. This is why you get so much time on it in the C3D certification. The Growth Conversation is designed to discover your client’s ‘Ultimate Why'. Their Ultimate Why can include family, wealth, stakeholders, legacy and much more. Why comes before What. Why is the emotional fuel clients need to persevere, to invest time and treasure, to focus and fight and never flag or quit. Bottom line? Why motivates What, the hard work of strategic doing.
Following me so far?
Now if doing delivers wins, when would you think we should introduce it as a concept? You guessed it: for helping your client discover their Why during the Growth Conversation. And it’s easier than you think.
F1 Strategist tracking her car through the win
Easy because our Growth Conversation tool ‘Strategy Planner’ is embedded into 90.io, as are the entire Growth-Drive methodology & process, execute guidance, and Business Flow scorecard. You can even log into our CLARITY Strategic Capacity & Business Value Analysis directly inside 90.
Starting with the end in mind is why we are telling advisors like you to use the Growth Conversation, embedded into 90, during client discovery. Even if you’re not going to be the one implementing strategy, someone will - your client or another advisor. Using 90 during discovery qualifies and educates CEOs from the get-go by introducing the concept of strategic doing. Food for thought: 90 is also free to you as an advisor and incredibly cost effective for your clients at only $16/mo per seat (at time of writing).
Is this for you? Yes. Everyone, even exit planners who are not business advisors should be using 90 and giving Growth-Drive’s proven process for growing profits & transferable value to their clients. While simply using the 90 embed doesn’t require using our powerful CLARITY analysis and planning software, you're still delivering a proven business operating system that’s as intuitive as it is effective. Ask yourself: What do you have to lose?
Imagine you’re sitting with your client. Whatever role you play in the client’s journey, from educator to architect to general contractor… If you want to be relevant to client success and win long term engagements, M&A success fees, client wealth, AUM… You owe it to yourself to introduce the concept of doing during discovery. Because discovery is a two-way street, and by educating your client you are helping them to discover your value as well.
Get on the Growth-Drive/90 Cohort List (keeps you in the loop, with no obligation)
Want to know if it works? Ask any Growth-Driver who is also using 90. As a seven-figure-income advisor puts it: “George, using 90 isn’t just important… it’s essential.”
Want to learn more? We are hosting 90’s Strategic Partnerships guru Brandon Snyder for a webinar on Nov 22. Don’t miss it! Immediately after we will enable the first advisor cohort to have access. Be among the cool kids… Advisors, start your engines!
Key Takeaways?
How cool.
Register for the Nov 22 webinar with 90’s Brandon Snyder here.
Check this out: Business Advisor Hot Seat Podcast with Brandon Snyder
Get on the Growth-Drive/90 Cohort List (keeps you in the loop, no obligation)
We’d love to know what you think. Like, subscribe, comment, share… and we are always here to help: support@growth-drive.com. Thanks.