The Done With You Model
Your Quantum Leap Requires a World-Class Partner
The Best Practices Combine Small Firm Client Care with Large Firm Resources
The delegation mindset is only as effective as the resource base of people, tools, and technology available to support you. You need a deep bench for routine client servicing, administration, compliance, and marketing, so we have partnered with a world class firm to make all these resources available to you.
Advisory firms combining tax, insurance, financial planning, estate planning, and asset management in a holistic approach will lead the industry. This greatly expanded and client-focused value proposition will ignite your business development efforts and allow you to take business from any type or size of advisory firm.
Brand Positioning
- Mission Statement
- Brand Promise
- Unique Value Proposition
- Ideal Client Demographics
- Niche Markets
- Specialization
- Multi-generational practice
Tools and Technology
- CRM
- Portfolio Management
- Administration
- Performance Reporting
- Growth Engine
- Marketing Engine
- Onboarding
- Business Processes
- Your Assistant
Marketing
Marketing
- Resources & Investments
- Social Media Marketing
- Center of Influence Marketing
- Channels Marketing
- Permanent Campaign
Client Care
Client Care
- Lifecycle
- Communications
- Surveys
- Service Model
- Appreciation Events
- Referral Engine
- Unwanted Clients
Schedule a call to learn more about the Done With You model
Done With You Covers All Five Phases of Your 10X Journey:
Business Diagnosis
Business Diagnosis
The Done With You process begins with a comprehensive review of your practice across 21 disciplines. We then assemble all our findings and create a ledger of your strengths, opportunities, and weaknesses. The main goal is to build on your strengths while creating a plan to fix, delegate, or outsource weak areas to transform them into opportunities for growth.
Business Construction
This phase is focused on the implementation of the action plan created in the Diagnosis phase. This is where the resources of the Done With You model can turn your plans into reality and keep you moving forward on your journey. This phase requires constant monitoring and testing of new systems and strategies, with a keen eye on return on investment.
Confirmation
Confirmation
In this phase, your Done With You team will help you realize the impact of the Quantum Leap Success formula, by rigorously testing improvements to your Advisor Success Number, Scale Ready Number, and Client Interaction Number. A willingness and ability to adopt a delegation mindset, a powerhouse technology platform, and a strategic marketing program will be required for your lasting success.
Business Modeling and Scaling
Successfully moving through the previous phases are critical to achieve the order of magnitude growth you seek. This is where the development and implementation of permanent marketing campaigns and the setting of performance goals is vital to sustaining your 10X practice. The Done With You team will help you define and achieve success.
Execution and Accountability
10X success is a journey, not a destination. It’s not enough to devise and implement a successful growth strategy, you will need diligent monitoring of your performance and the ROI of every resource allocation. That takes insightful performance reporting and feedback loops, which the Done WIth You team will help you establish.
The Done With You model supports you so you can achieve your goals.