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step two: apply now to see if you qualify

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Only Focus on These (3) Three Metrics to Grow Your Business

If you're ready to grow your business with confidence, then this is the right information for you.

If you're ready to get your personal brand blueprint, then you can skip the line now and apply using the button above.

But if you're still unsure, then pay attention because this could be the most valuable information that you receive all year.

Most people, when trying to grow a financial services practice, make the mistake of relying on tactics that work well in other industries.

And here's the problem with that.

Our customers have a higher lifetime value, which means that they're more selective upfront because they want to be with you for a long time.

Ultimately, if you're applying short term tactics, you're never going to get a long term client.

Use your Cash Conversion Cycle to go from Uncertainty to Confidence

Have you ever met a practice that only buys leads? After sixteen years in this industry, I've yet to meet one that has consistently purchased leads as their primary growth strategy.

What we do instead is build your brand, which allows you to keep growing the value of your business and ultimately become known for the results that you get your clients.

This is the same strategy employed by the blue chip companies like Coca Cola who have created billions of dollars of goodwill that anyone can see on their balance sheet.

But, Nathan, I don't have the money to build a brand. I want direct response marketing that allows me to track the return for every dollar that I spend.

Perfect. Then you're really going to want to get this.

You see, when you're building a successful brand, you only need to focus on three simple steps.

These are going to allow you to scale your business, have confidence in your numbers, and manage your cash flow.

Best of all, you'll create an asset that is transferable so that your brand equity follows you throughout your career. Are you ready to learn more?

Create Brand Equity That Follows You Throughout Your Career

Well, you're just about to see the easy way to grow your business in two thousand twenty four. But before you do, I wanna give you a warning.

You see, most people when trying to scale their business make the mistake of allowing others to craft their brand.

Here's the problem with that.

Nearly zero marketers have background selling or marketing financial services. Ultimately, the consequences of following their advice could result in time lost, money lost, and reputational damage.

What we do instead is build your brand around your skill set, which allows you to attract your ideal client organically. And ultimately, that'll increase the lifetime value of any client relationship.

Now that you know the mistakes to avoid, let's start with the three simple steps to build your brand value. The first step is to know your numbers.

It always surprises me to meet marketers or worse, firm principals who don't know their cash conversion cycle.

Knowing how long it takes for money to return after it's spent is essential for your peace of mind.

1. Measure How Long It Takes Your Company to Make a Profit

When you know your cash conversion cycle, you'll know how long it takes your business to make a profit.

This is essential for financial professionals because our sales cycles are typically longer. So when you understand your cash conversion cycle, you'll know how to grow your business faster. To start, you can identify milestones in your cash conversion cycle.

Yours may be slightly different, but for the most part, you're going to follow a process that's going to include milestones like these:

- clicks to your website

- leads for a newsletter or a download
- appointments to meet with you
- opportunities to do business with you
- and then clients

You want to know what each of those stages look like for your cash conversion cycle and how much they're worth.

The closer that that relationship is to becoming a client, the more valuable that opportunity.

So when you understand these milestones, you'll not only have a complete view of your cash conversion cycle, but you'll also be able to add the value of each milestone so that you know how much it costs to get a new lead, how much it costs to get an appointment, how much it costs to get a new client.

Use Your CRM To Give You The Data You Need To Grow

When you have this sort of information, it'll allow you to market across different channels like seminars or through speaking or workshops, and you can check the performance based on how much does it cost to get somebody to attend, to take an appointment with you, or to become a client.

This is the sort of information that you'll need in order to be confident about your growth strategy.

So the first thing that you wanna do is to understand your cash conversion cycle. This is really easy to do by simply looking at your existing CRM.

If you're using a CRM like Redtail, what you want to look at are the different stages that you've identified and how many people do you have in those stages.

When we look at these stages, we can start to identify how much money do we spend to get people to these stages and what is the cost per unit or cost per milestone.

So this allows you to not only understand how long does it take for cash to return, but also how much does it cost for each milestone.

And this is the sort of information that'll allow you to have confidence about your ability to grow so that when you start to spend more money, you know that you're doing it to increase your profit.

2. Get Intimate With Your Ideal Customer Persona

So your cash conversion cycle is just the first step to building your brand. In order to build a strong brand, you'll need to know your ideal client.

Knowing your ideal client is going to be critical for getting the long term relationships that are gonna help you to become more profitable.

So understanding who they are is going to be critical, but also understanding what are their problems, what does the solution look like in real life, and who do they share those problems with.

If you can understand that information, then it'll allow you to have more confidence about growing with those clients.

You see, when you start to get more in tune with your ideal client, you'll also understand who they're getting information from and what their decision making process is.

This will allow you to have better direction about how you can approach these people, your messaging, and ensuring that your brand resonates with that ideal client.

This is critical for any partnerships that you may have, whether it be with centers of influence like a CPA or an attorney.

It'll also allow you to have the right sort of endorsements, whether it be through a Chamber of Commerce or through an association.

Stop Guessing What to Say, Just Use Your Client's Words

It'll also ensure that you are messaging to these ideal clients in the way that they prefer to be talked to.

And this is so easy to do once you've identified who your client is and how you can help them. Knowing your ideal client is going to be a key component of building your brand.

When you do this the right way, you're going to have an organic relationship with your ideal client and they're going to feel more trust in you and your suggestions to improve their finances.

So building your brand can be a great asset for your business, and understanding who your ideal client is is the second step to doing so successfully.

Now the third step is to grow with network effects. If you're not familiar with the concept of network effects, don't worry because you'll quickly recognize them.

You see, network effects are commonly used in Silicon Valley and have been employed by the most successful technology companies in the two thousands like Facebook and Uber. Using network effects will give you the ability to grow at scale.

3. Grow With Network Effects

When you do this properly, you are gonna put yourself in the position of the center of your network so that your clients are attracted directly to you.

Wouldn't it be great if you had clients coming directly to you and seeking you out rather than you chasing them?

Well, this is why you wanna use network effects because if you sit in the middle of that network, you can have clients organically come to you seeking out your solutions.

Most people go about this the wrong way by thinking that if they get on TV, they'll organically attract these people.

While that may work in some instances, most times it doesn't, which is why you want to use your network to your advantage and do it strategically so that you can build your brand and to identify your niche.

Now your network effects are gonna be critical to getting the right leads, but also filtering the one the leads that aren't gonna be good for you.

And I'll give you an example of this. While you may help with retirement, you may get better results for people in a specific industry.

Position Yourself So That The Right Leads Come to You

When you understand that industry, you understand any changes that take place in that industry, who the players are in the industry, and the general pulse of what is going on in that industry.

That allows you to be more trustworthy because you'll speak more confidently and have more natural information that will be recognized by your, ideal client.

Using network effects is a great way for you to leverage your business growth and to put your brand on autopilot because you can sit in the center of your client's network, and that will help you to start to attract them directly to you.

When they come to you, they will speak the same language. They'll have trust because of your partnerships and the associations that you're with, Also, they'll have more confidence about the results of your suggestions.

Using your network effects is going to allow you to grow confidently, to scale, and to ultimately build brand value. If you're interested in having us to help you to build your brand blueprint, then all you need to do is click the button below.

Take The Next Steps To Grow Your Business

When you click the button to schedule time with us, we're going to walk you through your cash conversion cycle, and we're going to do a quick audit on your brand value to help you to identify what your strengths and your weaknesses are.

Now this is only a forty five minute conversation to help you to understand if we can help you grow your business. There's no obligation when you meet with us.

It's simply used to allow us to get to know you better, to answer your questions, and to help you to determine the right steps to move forward.

If at the end of that call, we decide that it makes sense to move forward, then you'll know the cost of our relationship, you'll know the expectations, from us to you, and you'll have clear directions for how we will work together.

There's no obligation by scheduling this meeting. The worst case is you'll walk away with a better understanding of your brand and the opportunities to grow.

The best case is that you'll understand the opportunities to grow, but you'll also have the support of our network to help you get there.

So go ahead and click the button below to schedule your free meeting.

During that meeting, we're gonna help you with a brand audit, and we're also going to give you directions for the next steps if you'd like to work with us. Thank you so much. I look forward to working with you soon.