MODULE 3

SALES PROCESS

DESIGN A WINNING SALES PROCESS

When a portfolio manager designs his trading process, his investment thesis and his rules of engagement - he spends significant resources, hires advisors, institutes a system of checks and balances, models numerous ‘what if” scenarios and designs a process that works most of the time, limits his losses, takes profits along the way and so on.

When Mercedes Benz manufactures its twin supercharged AMG V8’s - it adheres to a well planned, optimized and highly disciplined process that leaves very little room for error, none in fact.

So why is it that a talented super smart portfolio manager neglects this part of his / her business ? Why is it that an athlete hires a coach before he gets to the top of his game, yet most talented wealth creators and wealth managers do not ? THAT ENDS TODAY - Together, we will DESIGN THE PERFECT SALES PROCESS, ideally automated, sequential and scalable to deliver YOUR VISION AND MESSAGE (from Module 1) to the IDEAL TARGET CLIENTS (from model 2) to not only promote you to investors that are ready to buy today (only 3% of the market) but to PROMOTE YOU TO THE OTHER 67% that you don’t know about yet.

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MODULE CONTENT

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MODULE SUMMARY

* Critical review of existing sales process, resources and KPI’s
* The 10 ‘dating’ mistakes that virtually every fund manager makes during their courtship
* Design of automated marketing funnel
* Building a tribe of raving fans
* Social media, Industry media integration

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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