A 30 person Wealth Management company was challenged with attracting new clients. Their approach was to have the professionals doing the work, bring in new clients by getting on the phone, meeting up with prospects, and gathering leads through centers of influence. The prospective client would then go through a consultative sales process that lasted anywhere from 30 days to 2 years. Despite their best efforts, building sales skills and conducting weekly check-ins was not improving new client acquisition results.
Above The Line was engaged by the client to analyze the business and articulate why they were not achieving their revenue targets. Our analysis led to the development an easily navigable End-to-End Revenue Generation process complete with prospect qualifier and daily management tools.