The Process - The DEAL

Every interaction you have with a client needs to achieve the goal of moving them through your process or out of your sales funnel. How do you do that? First you need to spend time crafting your message and plotting out your steps. If your prospect doesn't feel like you are guiding the process, they will get lost along the way. We've all had cases get bogged down, clients become unresponsive, and then they are off to the next seminar. Having a well planned, repeatable process, with the ability to scale eliminates those hesitations and drop-offs.

You need to determine if the prospect is a good match to both your firm's culture and expertise. During this phase the advisor must discover the "Why the client has decided to make a change." Once determined, the prospect must commit to letting you help them solve their problem. We will give you the tools to accomplish this.

Once the prospect's data has been collected, we will help you craft the appropriate plan using a wide variety of tools. Team EFS is also made up of CFPs, attorneys, accountants, and experts from across the financial sector. We can quickly get you the support you need to convert your prospect into a lifetime client.

Your second meeting with your prospect should happen one week after your first. Consistency builds confidence. Now we "WOW" the prospect with colorful and clear reports designed to focus on and solve their most important issue while acting in the client's best interest. 

You spent a great deal of time, money, and energy to acquire a new client. Why sell them a product and move on. Team EFS has developed multiple strategies to ensure that your client keeps the relationship for life. Ask us about our retention and introduction program.