JW-Connect: 7 Key Focus Areas Landing Pages
Teaming & Technology – people are the most important factor to the success of a small business. Most of us entered into this business to help clients accomplish their goals and financial aspirations, not to be small business owners who lead, inspire, and manage a team. At some point along the way, we realize that the people supporting the business of helping clients attain their financial planning visions are just as important as the clients themselves. At J.W. Cole we can provide you the process, education, and resources to help you build the team structure that can best help your business reach the next level.
Marketing & Planning – there are many ways to grow your practice. Having a marketing plan in place to target prospects through blending tried and true marketing strategies with new and innovative methods can spell success for any growing financial planning practice. At J.W. Cole we can provide you the process, education, and resources to help you accomplish your marketing goals.
Client Experience – The experience that prospects and clients have with your practice is the single most important factor in differentiating your business from the competition. Advisors who focus their business strategy around the client experience shape an environment where clients can feel comfortable referring to while competitor-proofing their business. At J.W. Cole we can provide you the process, education, and resources to help you develop and execute an experience that will build advocacy among your client base.
Recurring Revenue – As traditional compensation methods continue to get compressed by competition and scrutinized by regulators, many clients are turning to Financial Advisors whose compensation foundation permits objective and comprehensive advice. As small business owners in a highly regulated industry, many Advisors have advanced their business models to meet these demands while ensuring the longevity of their practice, maximizing business value, and providing a superior client experience. At J.W. Cole we can provide you the process, education, and resources to help you develop and implement a fee-based planning strategy to evolve your business beyond the current needs of clients and pressures of regulators.
Recruiting – One of the greatest characteristics of our industry is that there are numerous ways in which to expand your practice. Advisors who build their business through deliberate recruiting efforts enjoy the benefits of scaling their leadership abilities, increasing revenues, and building a lasting legacy. At J.W. Cole we can provide you the process, education, and resources to help you accomplish your recruiting goals.
Practice Acquisition – growing your business by acquisition is an excellent way to quickly add revenue to your business. The M&A environment is as ripe as we’ve ever seen, providing you with great opportunities to targeting the right business at the right price. At J.W. Cole we can provide you the process, education, and resources to help you accomplish your practice acquisition goals.
Exit Planning – often times, the most valuable asset of a small business owner is their business. All owners will exit the business at some point and you owe it to yourself to map out how exactly you would like this exit to look like. At J.W. Cole we can provide you the process, education, and resources to help you establish and execute your exit strategy.
