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Financial Professionals: Simplify Growth By Attracting More Leads, Closing More Deals, and Retaining More Clients

HOW TO GROW YOUR FINANCIAL BUSINESS

Simplify Business Growth: You Only Need a SYSTEM, a STRATEGY, and ACTION PLANS

We’ve created the Business Growth Blueprint, a proven framework to help you attract more clients, increase revenue, and build a sustainable, thriving practice—all while saving you time, effort, and money. Our blueprint combines a powerful system with a clear and effective strategy and specific action plans to deliver measurable results.

Turn Prospects Into Paying Clients Without the Stress

Financial Professionals: Work Less & Profit More:

Simplify ► (1) System (2) Strategy (3) Action Plans

Results ► Increase Profit | Save Time, Effort & Money

We specialize in serving small and mid-sized Financial Businesses. This includes Accountants, Bookkeepers, CPAs, Tax Pros, Business & Financial Consultants & Advisors looking to grow their client base.

Business Growth Blueprint

Simplify: You Only Need A SYSTEM And A STRATEGY

You Only Need: (1) a System, (2) a Strategy, and (3) Action Plans

System

Marketing Automation System: You need a Marketing Automation System. We recommend our Business Growth System, powered by HighLevel, the leading marketing automation software on the planet. The system includes the latest technology, such as workflows, automation and AI to save you time, effort and money.

Features: All-in-one solution, powerful and affordable, simple to use, completely integrated, includes the latest technology such as automation and AI (Artificial Intelligence), a turnkey solution with all assets ready so you can hit the ground running.

Strategy

1. Trust & Presence

This powerful combination ensures that when clients are searching, they find you, trust you, and choose you. Without it, you risk being invisible to the very clients you want to attract.

1. Google Business Profile (GBP): Enhance your online visibility and attract local clients with an optimized Google Business Profile.

► 2. Local SEO: Boost your local search ranking and get found by nearby clients actively looking for your services.

► 3. Reputation Management: Build trust and credibility with glowing online reviews that influence client decisions.

► 4. Website, Funnels, Blog & Forms: Capture and convert visitors into clients with a professional website, persuasive funnels, informative blog content, forms, surveys and quizzes.

► 5. Social Media: Engage your audience, build relationships, and expand your reach through strategic social media presence.

► 6. Analytics & Web Insights: Make informed decisions and optimize your online strategy with powerful insights and performance tracking.

2. Attract & Capture

It's important to both attract leads AND be able to capture them into your system so that you can continuously market to them over time.

► 1. Attract Traffic Online: (1) Ads (2) Social Media (3) Content (4) Local SEO (5) Online Community (6) Micro Products (7) Banner Ads (8) Cold Email (9) Voicemail Drops (10) Affiliates / Partners.

► 2. Attract Traffic Offline: (1) Networking & Meetups (2) Events (3) Referrals (4) Newspaper, Magazine, Radio Ads (5) Direct Mail (6) Tradeshows (7) PR: Public Relations & Press Releases (8) Cold Phone Calls.

► 3. Capture Leads Data with AI: (1) Voice AI (Automated phone call handling 24/7/365) (2) Conversation AI (Website chatbot engaging visitors 24/7/365) (3) Reviews AI (Automated request, collection and reply to online reviews 24/7/365) (4) Content AI (Use AI to provide a framework for your ads, content and email).

► 4. Capture Leads Data with Website, Funnels & Email: (1) Opt-in Pages & Newsletters (Offer a lead magnet and build your email list) (2) Landing or Sales Pages (Show an offer and get leads to take action or buy) (3) Website (Get further leads info using Forms, Surveys & Quizzes) (4) Webinars (Get leads educated, moving them to book an appointment or buy).

3. Nurture & Close

► 1. Sales Pipeline: Visually track & measure opportunities through your sales process.

► 2. Nurture: Follow up manually and educate or persuade with automated email and SMS campaigns.

► 3. Appointments: Simplify using automated online appointment bookings with automated reminders.

► 4. Close: Present your pitch, overcome objections and seal the deal.

4. Retain & Resell

► 1. Onboarding: A professional and complete on-boarding experience sets up a successful relationship.
► 2. Implementation: Track and deliver results that meet your client's specific needs and goals.

► 3. Support: Quick, high quality client support.

► 4. Resell, Upsell and Cross-sell: Increase revenue and provide more value to your clients.

Why Financial Professionals Love Our Business Growth Blueprint

Retain & Resell: Building Stronger Client Relationships and Increasing Profit
  • Simplifies Growth

    You don’t need to manage multiple tools or guess your next steps - we’ve done the hard work for you.

  • Support

    Get more leads, grow your revenue and profit, and increase client retention with less time and effort.

  • Cost-Effective

    The Business Growth System is an affordable solution that delivers big-business results without breaking the bank.

  • Proven System

    Used by over 70,000 customers. Built on years of expertise and powered by the latest marketing automation technology.

Capture Leads From Your Website, Social Media, Google, and more!

Text messaging is the #1 preferred method of conversation today, so why make your customers call you? Unlock the power of Text Messaging, Facebook Messaging, Instagram DM, and Google Business Chat - all in one place!

  • Generate FREE Leads From Existing Traffic

  • Unlock More Prospect Channels

Generate Sales With The Push Of A Button

Turn your database of leads & customers into new sales via email and text-message campaigns whenever you want!

  • Turn First-Time Customers Into Repeat Buyers

  • Drag-And-Drop Email Builder

Effortlessly Scale Your Online Reputation

Send review requests with a simple click. Reply to Google & FB reviews in the same place you reply to everything else. Managing your reviews and, most importantly, protecting your brand’s reputation becomes a cinch!

  • Quickly & Easily Send Review Requests

  • Read & Reply To New Reviews From Your Pocket

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Are you a Financial Professional? We can help you work less and profit more.

We help firms in Accounting, Bookkeeping, CPAs, Tax, Business & Financial Consulting & Advisory.

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