Spring cleaning jokes are corny and I am sure you are already tackling your personal cleaning list. But when it comes to your business, a little organization could help you build stronger relationships and ultimately grow your book of business.
A good marketing organization should be able to help you identify new opportunities within your existing book of business. Consider doing this, or having someone in your office complete this exercise for you:
- Categorize each of your clients into one of the four quadrants below. W = Wealthy, H = High Income Earner, B = Business Owner, F = Family Planning. Keep in mind that some clients might fall into more than 1 quadrant.
- Once you’ve categorized your clients, identify which quadrant you want to focus on. Your decision could be based on maximizing opportunity or simply having a strong competency in a certain area. Either way, focusing on one particular quadrant is a good place to start.
- Within that focused quadrant, utilize the resources at FIG to help you become an expert in that area by equipping you with the tools and resources available to FIG advisors.
Our Sales Team is knowledgeable and wants to help create sales opportunities for you and your firm within your focused quadrant. We can help you with what questions to ask, what information to gather, and how to approach your clients in each quadrant.