GROW Your Advisory Services Offer – Elite

Expand and Enhance Your Advisory Services with Cash Flow Mike

About the Lesson: “Growing Your Advisory Services Offer” is designed to help you understand and enhance the client journey in your advisory services practice. This session will guide you through the phases of the client journey, the psychology behind client decisions, and strategies to build strong, lasting relationships.

What You Will Learn: By the end of this lesson, you will be equipped to:

• Understand the Client Journey: Learn the three phases of the client journey as an advisory services client of your firm.
• Grasp Client Psychology: Understand the psychology of your clients when helping them decide to use your service.
• Engage Clients Effectively: Explore the three phases of the client journey in depth to find better ways to engage with your clients by meeting them where they are.
• Build Client Evangelists: Learn a client success formula to transform satisfied clients into enthusiastic evangelists for your advisory services practice.

Session Highlights:

• Client Journey Phases: Gain insights into the distinct phases of the client journey and how to navigate each phase effectively.
• Psychological Insights: Understand the psychological factors that influence your clients’ decisions, enabling you to provide tailored, persuasive support.
• Engagement Strategies: Discover techniques to engage clients at every stage of their journey, enhancing their experience and satisfaction.
• Client Success Formula: Learn a proven formula for ensuring client success and building a base of loyal, enthusiastic clients who advocate for your services.

This group coaching session is designed to equip you with the knowledge and strategies to grow your advisory services offer, ensuring you can effectively attract, engage, and retain clients. Join us to learn how to enhance your client journey and build a thriving advisory practice.

We look forward to helping you expand your advisory services and create a loyal client base with “Growing Your Advisory Services Offer.”

Mike Milan is inviting you to a scheduled Zoom meeting.

Topic: GROW Your Advisory Services Offer
Time: Aug 7, 2024 04:00 PM Central Time (US and Canada)
Every 2 weeks on Wed, until Dec 11, 2024, 10 occurrence(s)
Aug 7, 2024 04:00 PM
Aug 21, 2024 04:00 PM
Sep 4, 2024 04:00 PM
Sep 18, 2024 04:00 PM
Oct 2, 2024 04:00 PM
Oct 16, 2024 04:00 PM

Nov 13, 2024 04:00 PM
Nov 27, 2024 04:00 PM
Dec 11, 2024 04:00 PM
Please download and import the following iCalendar (.ics) files to your calendar system.
Weekly: https://us06web.zoom.us/meeting/tZwsde-urzIpGNPo2nFc-wXd7EZNE5WJmqia/ics?icsToken=98tyKuGgrzksHNWcsxuARpw-BYjoM-7zmFhejY1tk03rJSMedTvyYcd4HJcqJ_Ld

Join Zoom Meeting
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Meeting ID: 881 2661 9327
Passcode: 975838

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