CRB (Client Relation Builder)
is a brand new app to help Financial Advisors have...
more TIME with their Family & Friends
more FUN by working with the clients they enjoy most
more MONEY immediately and long-term
...and actually SCALE their business.
"CRB has been a game changer for our team! It helps us be laser focused on the most important people, at the most important times. I finally found a program to help me easily segment, and send me text messages and emails to remind me and my staff of key touch points. It's like having another staff member for basically free."
- Jonathan Marsh, FIC, CFFM, CLF Regional Director | Investment Advisor Representative
READ THIS.
...because is you don't grasp THIS, you'll probably waste enormous amounts of time,
struggle to gain traction in your business, and live in constant frustration personally.
80%-90% of our Business comes from our TOPCLIENTS.
PROBLEM #1:
Most Advisors aren't Clear about who those Top Clients ARE. [segmentation is the first step]
PROBLEM #2:
Most Advisors don't intentionally build Relational Equity with their Top Clients. The Top Advisors in the World increase their REVENUE by increasing their RELATIONSHIPS.
PROBLEM #3:
Lack of Referrals. Since advisors fail to Identify their Top Clients and intentionally build Relational Equity with them, referrals are Random at BEST.
CRB helps you do all this!
#1: Easily Segment & Identify your TOP CLIENTS
Finally!!! An easy way to segment!
Play Video about Segmentation - Clients - Financial Advisors
#2: Setup Automated TEXT Reminders
...for important days such as Birthdays, Anniversaries, and Account Reviews. Become the "most thoughtful" advisor & build Relational Equity.
#3: Increase Retention & Referrals from your Top Clients
As you intentionally connect with your Top Clients, they'll not only STAY with you, but they'll naturally send more people your way.
If you're in the Sales Business, you're actually in the RELATIONSHIP Business.
The KEY to SCALINGyour business as a Financial Advisor is to Build Strong Relationships with your TOP CLIENTS. CRB was built specifically to be your personal assistant in building strong relationships. It's like a free assistant!
After your free 60-day trial, it's $37/month (less than $450/year). One extra sale more than covers the cost to have the most reliable assistant ever for the next 10 years!
Easily Segment your Clients
Get Text Reminders for each Group
Never Forget the Important Days in Their Lives
Birthdays, Anniversaries, Spouse & Kids Birthdays, Account Reviews, Random Acts of Kindness, etc.
To scale your business, YOU need to focus on your TOP CLIENTS. But... What about ALLyour clients? What about the B's & C's?
Answer: Associates & Jr. Advisors
With CRB, you can Segment your clients into groups (A, B, C) - Then add your associates, and assign the B's & C's to them! Add as many team members as you want!
You've probably heard this concept, but it's always been hard to execute. NOT ANY LONGER. Add your team and let CRB handle the details. YOU get Reminders for your Top Clients - THEY get Reminders for the others.