CLIENT ACQUISITION

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	ADVISORS & AGENTS
		CLIENT ACQUISITION SIMPLIFIED
		SUCCESS STORIES
		CLIENT ACQUISITION GUIDE
		CLIENT ACQUISITION
		ROADBLOCKS
		SOLUTIONS
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CLIENT ACQUISITION

Learn how the Cotton Client Acquisition System provides you with a strategic client acquisition process.

Client acquisition skills are essential to the success of any financial professional. They are the key to basic survival for new producers and the most critical element in an established advisor's quest for growth. When the client acquisition challenge is converted to an integrated turnkey process, productivity automatically improves. Process-driven client acquisition involves the implementation of a series of theories, tools and techniques that create a continuous flow of new prospective clients with cases opened and meetings arranged.

Financial professionals who want to succeed must make every move count. They need to focus their time and energy on prospective clients with whom they have competence, confidence and can achieve consistency in results. The only way to achieve pinpoint accuracy locating people who fit a specific profile, is through personal recommendations. They are the finest leads that exist and are also the least expensive. The supply is endless and each prospective client has a pre-established foundation of trust. Referral-based client acquisition is very powerful.

To be successful, a financial professional must make the productivity wheel turn consistently. The top half includes all the activities that position the advisor in front of on-profile prospects, with the case opened and arrangements made for the fact-finding or planning meeting. The bottom half includes everything advisors do when they arrive. If the top half is client acquisition, it follows that the bottom half is client development. The top half has the most significant impact on results.

A financial advisor who can consistently turn the productivity wheel through a sound top half client acquisition process can easily succeed. Alternatively, an advisor who is highly competent at the bottom half, but can't get in front of an adequate flow of the right people, is doomed to mediocrity or failure.

Click on the link to the left to access the Client Acquisition Guide to learn more about the value and impact client acquisition has on your future.