How Advisors Profit Using Business Power Tools
We have it on good authority that A) you probably spend 25%-40% of your time prospecting
and marketing — not making money.
And B) 8 out of 10 advisors tell us they wish their clients had a business plan!
Also, C) it costs about 5X more to engage a new client as it does to expand working with an established client.
Here’s How You Make A+B+C=$
Although we offer variety of templates to address a myriad of crucial business needs,
let’s start with the business foundation — their business plan.
Here, I’ll explain how easily you can help clients put a good one together using our dashboard.
And you’ll both have a real, working plan/playbook you can use to really help them going forward…
and stay in the loop as long as you like.
Everything we offer works the same way so the process I’ll describe can be
used over and over again in all areas of their business.
Clients Do Most of the Work
They have to because they know their business.
In fact, most of the narrative text is already written.
(It’s easier to edit than to write from scratch!)
so they start with lots of usable ideas they can easily customize.
Throughout the Narrative, We Include Commentary & Direction
as if we/you were sitting next to them, plus there are 1-5 minute videos with each section
introducing the why and what investors and lenders are looking for.
This will save you ton of time explaining…
The funny thing is, you’ll get credit for bringing all this to their attention!
One client, with an MBA in Finance and has run 3 companies told us that it,
“Showed me things I didn’t know…
It serves as a compass through the chaos.”
Over the years, we’ve accumulated a lot of success stories and comments like this
so it’s empowering to share our tools with an expert like you.
3 Ways You Can Play This…
DIY
Your clients can do it themselves, just send them a link and they can join and get started on their own.
We share 20-30% of their ongoing subscription.
Do It For Them
Some clients are willing to pay to have it all done for them.
You can charge some real money for this project, and the
Business Power Tools dashboard makes it easy as possible
for you to deliver an extraordinary business plan.
Do It WITH Them
This is likely the most realistic option…
Perhaps neither of you really wants to write a business plan.
We get it.
“I don’t need a business plan… ”
“I know what I’m doing.”
“Nobody reads business plans anyway.”
(Written as if a student was trying to BS their way through them?)
BUT…
When you’re growing a company, working with a team and/or
plan to raise capital, how do you proceed without a plan?
(Clients need to realize that investors are likely considering and handful to a hundred other opportunities…
Here you can give them a competitive edge in all areas.)
(8+ Ways a Good Business Plan Can Help Your Company Survive
Your Job…
Will be simply to coach them along the way — keep the project going.
“Ok, Fill-in the Management Team Section and We’ll Go Over it On Tuesday.”
Make that 40% Prospecting Time Pay-Off
Put Your Logo / Branding On the Dashboard
Use it as a potent sales presentation to show clients how easy this now is.
Expand Your Capabilities, Offer More to Current Clients
Since reaching-out to current clients costs only ~20% of establishing a new client,
with the Business Power Tools dashboard, you’ve got many new opportunities to offer.
And, you have a simple visual presentation tool to make the sale.
More Client Business Now
- Get Your Advisor Account…
- Watch the Videos, Click Around – Try it out…
- Add Your Branding – Logo & Slogan
- Send Emails (See Previous & Future Templates)
- Discuss Needs – Demo the Dashboard
- (Optional: Gather 6-8 Clients – Schedule a Time With Me and I’ll Demo it For You)
- Subscribe Them and Get Started Coaching Them Through These New Projects
Click here to access your Business Power Tools account
- Username: [[USER_NAME]]
- Password: [[PASSWORD]]
If You Need Help or Have Questions…
about using our Business Power Tools system,
please email our support team at:
[email protected]
or call us at 1-530-267-6293 M-F 9-5 Pacific Time
(We’re in Southern California.)
Here’s a useful ebook to offer your clients to help them learn more about raising capital and working with investors to fund their companies.
