Momentum: Organic Growth Success Factors

Bryan Sarff is Senior Wealth Manager of TRUE Private Wealth Management™ in Kansas City. He and his partner, Kal Dulku, came together July 11, 2013. Bryan is a great advisor and a (how shall I say this) not-so-great dog-cat-bird-lizard. He brought $4 million AUM to the table. Kal is not an advisor at all, just the "world's greatest sales assistant." They formed a 50-50 partnership.

From a standing start of $4 million, they ended 2014 with $32 million. They have the "mo." In 2015, they could pull off a one-year triple. They are holding the cards. Their marketing has gone from nearly 100% mass marketing to about 85% organic. Below, I'll show you their 2015 marketing goals.

That's the title. And, yes, there is a recipe. That's what Bryan will cover. Bryan will cover the factors that have produced explosive organic growth. Referrals: Last year they got 95 referrals (you heard that right). 80 became clients. What do they know that you don't know? Strategic Partners: 21 new clients from partners (not those strategic one-way streets too many refer to as "partners").

Introductions: Last year, they did two client/guest events. In total, they brought in 17 new clients from just two events.

In Bryan's presentation:

You will learn how to push clients through what Bryan calls the "New Client Excitement Barrier." As Bryan put it: "Once you escort them through this barrier, only then will referrals begin."   

You will learn the eight experiences you must deliver to move the client through the barrier toward FIERCE LOYALTY.”

You will learn how these eight experiences create FIERCE LOYALTY with strategic partners.

You will learn with these eight experiences in place, why clients WANT TO BRING PEOPLE TO YOUR EVENTS.

Oh, how many of these referrals did they ask for?

How about none!