If you are an accountant, investment advisor or RIA, you may be seeking a content strategy or sales training for your firm. A fractional and outsourced CMO can be a great solution to help your accounting firm or investment advisor firm grow. Select Advisors is an outsourced chief marketing officer (CMO) for financial firms.
Do you feel that your employees are all over the map when it comes to skills that are necessities for the growth of your business? Wouldn’t it be amazing for there to be ONE standard that everyone adhered to? Select Advisors can help your leadership team create those set standards, so you can have the “Starbucks Effect” with every employee!
Sales training plays a pivotal role in equipping professionals serving high-net-worth investors with the skills and strategies needed to excel in client acquisition and business development. By prioritizing customization, interactive learning, industry expertise, ongoing support, and measurable results when selecting sales training programs, service professionals can elevate their sales skills and differentiate themselves in the dynamic world of high-net-worth client management. For personalized recommendations or further guidance on choosing the right sales training program, professionals are encouraged to seek tailored advice based on their specific needs and goals.
CPA firms both large and small are investing thousands of dollars a year in bringing clients and resources together for social and educational panels, dinners, happy hours, briefings, CFO breakfasts and more, in the hopes of not just thanking their existing clients, but obtaining new clients through the process. Yet the results are mediocre at best. What are some best practices in having more impact through the client events you host?
