Feel Their Pain, Secure Their Business
To understand an advisor’s POV, to engage with them, you must have a deeper understanding of their pain — their urgent, visible problems, even those they may not be aware of.
Client Partner / Program Director - Revenue Architects
Mission and goal is to help asset managers engage with advisor targets/personas with messaging / content that addresses their pain points with thought leadership and solutions. Therein to capture new clients and build trusted relationships that stand the test of time. Overall, to create sustainable, competitive advantage via integrated and technology-enabled marketing and sales.
To understand an advisor’s POV, to engage with them, you must have a deeper understanding of their pain — their urgent, visible problems, even those they may not be aware of.
When considering the metrics that matter, differentiate between individual metrics and metrics that are predictors of qualified account or sales opportunities and ultimately revenue delivered.
A ‘closed-loop’ revenue architecture and metrics-driven methodology will help you measure and optimize a high performance advisor engagement strategy.