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CLIENT ACQUISITION SIMPLIFIED
SUCCESS STORIES
CLIENT ACQUISITION GUIDE
CLIENT ACQUISITION
ROADBLOCKS
CCAS Component Chart

SOLUTIONS

Learn about the proven theories, tools, training and techniques for each of the five roadblocks where client acquisition breaks down.

Productivity Poster
The Cotton Client Acquisition System™ provides financial professionals with a fully integrated, time-tested client acquisition process.

It provides you with proven theories, tools, training and techniques for each of the 5 Roadblocks where the top half of your productivity wheel breaks down.

Our Customers find that proper use of the system leads them to more appointments from fewer phone calls. Advisors who master this system consistently achieve a 75% phone call to appointment ratio and some advisors obtain even better results. Here's why:

NEED #1:

Advisors require a method of referral prospecting that creates a significant flow of on-profile personal recommendations.


NEED #2:
Advisors need a method of pre-approach that is so powerful that prospects want to take their call or willingly return voice mail messages.


NEED #3:
Advisors require low-tension communication language that reduces rejection and virtually guarantees personal meetings.


NEED #4:
Advisors need a consumer friendly process of self-discovery that helps prospects quickly identify their own issues and priorities.


NEED #5:
Advisors require a process that helps them arrange the right conditions each and every time they arrange an appointment.

THE SOLUTION:

The Cotton Client Acquisition System™ is a turnkey system that provides concrete solutions to the client acquisition roadblocks that prevent financial professionals from becoming more productive and successful.