MODULE 2

TARGET CLIENT ACQUISITION

FINDING THE RIGHT CLIENTS

Most managers burn up 99% of their time using a shotgun approach with a bland message delivered through an undisciplined process to basically anyone that will listen (or pretend to). In the process they will dilute their message, bark up the wrong trees and waste scarce time, resources and money on getting nowhere. Sound familiar ? No MORE !! Well today is the day that all changes. We will help you IDENTIFY THE RIGHT CLIENTS, ascertain how to REACH THEM and DESIGN A STRATEGY that puts you in front of the right client with the right message using a process that will MAKE THEM TRUST YOU, WANT TO DO BUSINESS WITH YOU AND BE A PART OF YOUR SUCCESS

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MODULE CONTENT

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MODULE SUMMARY

* Analysis of current clients = are they good for you
* Who is the ideal client and finding your niche
* Target clients over 3m, 6m, 12m, 24 months
* Elevator pitch – verbal and digital
* Stadium Pitch - and why its essential we design and implement it now

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Number of
0
Hedge Funds

Total AUM
$0
Hedge Funds

% of that AUM
0%
that goes to top 5%

Leaving
$0
that goes to bottom 95%

thats Average AUM
$0
if remainder is equally divided

% of managers
0%
with <200m AUM

% of businesses
0%
that fail within 18 months

% of businesses
0%
that fail within 5 years

NOT ALL MANAGERS ARE CREATED EQUAL

Trusted advisor, counsellor and coach to many of the world's most dynamic wealth management businesses