Taking the Headache
Out of Office Operations & Client Relationships
Dear Advisors and Assistants:
Welcome to Get In The Groove! Over the
past 10 years our company has built itself on the clear-cut vision of
improving the businesses of financial planners with a no-frill, common
sense approach to operations, systems and results.
In fact, one of our favorite quotes comes
from Johann von Goethe:
"Knowing is
not enough; we must apply. Willing is not enough; we must do."
Here at Get In The Groove, we help "you
do." By focusing on three core areas, we help advisors and
their staff take control of their businesses and offices through:
#1: MARKETING
#2: OFFICE OPERATIONS
#3: CLIENT RELATIONSHIPS
#1:
Marketing
Perhaps the good and evil of all advisors.
Good because if the marketing strategies are effective, the advisor
is consistently in front of people which leads directly to revenue.
ADVISOR IN FRONT OF
PEOPLE = REVENUE
Bad because many hours and budgets are
wasted on buying, learning, and trying to implement the latest and greatest
marketing strategies. The reality is most of the marketing strategies
work to some degree. The problem is advisors get caught-up in the details
of all the new ideas and strategies - what they need to do, how many
more thousands they're going to make by using them, the exact mailer
to use, and so on. Before they realize it, the advisor has gotten so
wrapped up in learning "about" the new program that
they've been holed-up in their office for days listening to pointless
webinars and teleconferences ultimately producing zero, zip, zilch in
revenue.
The simple fact is this. If you've survived
in this business YOU CAN SELL but you need to make a conscious effort
to be in front of people.
It's a numbers game - the more
people you're in front of, the more money you're going to make.
Furthermore, it really doesn't matter
how you get in front of people - whether it's public seminars, taking
an A+ client golfing with three of his colleagues, closing the office
for a day to do a team community outreach event, hosting a FUN client
party, or going to lunch with a local attorney or CPA. The more you're
out there, the more things will happen.
Believe me, I get that this all sounds
good and fine but the reality of making it happen is nothing short of
a miracle. Unless of course, you have a stellar back-office that handles
the day-to-day operations of the business so you CAN really focus on
appointments, events and marketing consistently, week after week.
Ultimately, this means you need to
build a GREAT back-office operations platform so you can focus more
on being in front of people and implementing effective marketing strategies.
- Imagine having someone on
your team responsible for researching the newest strategies so you don't
waste your valuable time
- Your client parties set-up
for you so all you have to do is show-up
- Your calendar is filled with
important and meaningful meetings
- Your office is run by an all-star
team that is capable of managing the day-to-day office fires that seem
to constantly spring-up
So how do you go about creating your
back-office with as little time and headache as possible?
#2: Systematized Office Operations
Well this just happens to be one of our
specialties. We'll work with you AND your team through our Foundation
Program.
The
Foundation Program
Without a smooth running back-office
and an all-star team, you're simply running a sales-company instead
of a real business. I know, this is not the advisors' strong suit
and most advisors treat this part of their business like the red-headed-stepchild.
Unfortunately, office
operations never just take care of
themselves.
Without the proper systems, things fall
through the cracks, client relationships suffer, extreme effort equals
miniscule results, and everyone is just barely keeping their head
above water.
In fact, I know this scenario because
I've lived it. The very first practice I worked in out of college
was for a planner who had a massive practice and a massive disaster.
He was a phenomenal salesperson and easily saw 30 people a week (WITH
NO MARKETING) but none of us had any life outside of the business. The
turnover rates of the team were unbelievable and his frustrations of
not being able to go from good to great were simply because there were
NO SYSTEMS.
NO PROCEDURES.
NO FOLLOW-THROUGH.
Almost immediately I knew this was my
calling. If I could help him take his practice from $750,000 to $1.4
million, I could help anybody.
The Foundation Program
was created to make truly great offices by getting the advisor on-board
and then training their staff; ultimately creating businesses instead
of sales-companies.
By working through 12 proven strategies,
you and your team are able to easily take what you've learned and
implement it. We cover everything from human resources (yes, your
team needs actual job descriptions and annual reviews) to a systems
and procedures manual that helps everyone in the office (including new
hires) understand how everything is completed. For a breakdown of the
schedule, click below.
The
Foundation Agenda
The reality is, if the advisor is wrapped-up
in the headaches of their business, getting out there to sell is hard,
especially when they've been drained by the day-to-day operations.
The assistants and team also benefit because they're finally given
the tools and resources to do their jobs -- not jumping at every
new idea from the advisor.
#3: Client Relationships
Fast-forward now to when your practice
is finally running like a business. You're in front of people consistently
and your team is running your office. Now we can turn our attention
to building stronger relationships with your existing clients. Meet
the Client Connection.
The
Client Connection
Ultimately, every GREAT practice has
real relationships with their clients. Being a transactional business,
as opposed to a relational business, is good for about 60 minutes until
that prospect leaves and there isn't another one walking in behind
them. By building relationships with your best clients (the ones that
love you and want to help you), several great things start to happen.
- You and your clients actually
look forward to your events and workshops
- Your clients learn more about
your personal life which gives them more reasons to talk about you to
other people
- Your clients bring their friends
and family to workshops and events because of YOU; not because you have
the latest investment tool
- Your staff begins to build
a relationship with your clients and they begin trusting them and allowing
them to help instead of always needing you
- The probability of lawsuits
and headaches decrease as they become more connected to you and your
business
I'm sure you're feeling that these
are great things but planning events and creating client touches can
be a challenge. It's normally the first thing tossed aside when the
office is busy or buried.
NOW
AVAILABLE
The Client Connection. A monthly
program that supplies you with everything you need to develop great
relationships:
- A monthly newsletter in Microsoft
Word format so you and your staff can add the office gossip
- An activity calendar to be
included with the newsletter that shows all your upcoming events and
workshops
- An Item of Value for your
very best clients that they receive monthly
- A client EVENT or PARTY with
sample invitations, themes, and a checklist to make sure it's a success
- Plus a featured tool, back-office
maintenance, and more! Click below for more information.
The
Client Connection Schedule
Yes, this is truly a turn-key program
that makes it comfortable for you, your staff and your clients to begin
building lasting relationships.
Now that we've covered the three
core concepts to a great practice, don't delay in reaching
your potential. We've got the tools, you just need the dedication.
Together we'll transform your business and life into something GREAT!
Successful people take action so don't delay.
Yours in success,
Gina Rainey
Founder
P.S. Overwhelmed? Don't be. We're
here to help. Call us anytime at (630) 524-2884
P.S.S. Not the advisor but need help
convincing the advisor they need help? Send us an email and we'll
take care of the rest gina@gettingyouinthegroove.com
