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Many advisors succeed because they do exactly what they want: establish a business process that reflects their abilities and interests and create a market niche to accommodate it.
SWOT stands for strengths, weaknesses, opportunities, and threats. In order for your marketing plan to work, you must honestly assess your practice in these four areas. If not, you risk failing in your efforts to grow your business.
Successful business growth requires position and influence to persuade effectively. The O-A-R-S components—observe, assemble, reveal, and secure—can get you into the right position to exert influence.
Grow your business by cloning—seeking out prospects whose needs and characteristics match those of your existing clients.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
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