Automation is the first step to transform your Financial Advisory practice into a business.
However, automating without changing the way you operate is a recipe for mediocrity. We call it, "paving the goat path".
Here's a better idea: Performance Excellence.
Let us help you sell more and work less.
To ensure your Keap Pro or InfusionSoft app is effectively deployed and you are positioned to successfully transform your practice into a business,
check out IGNITE!, exclusively from Cadence.
Your Automation Transformation starts here.
IGNITE! is a mandatory 30+ Day program to ensure you get the most from your Marketing Automation.
IGNITE! takes you through an emersion and ramp-up to the successful Launch of your Automation Transformation. Choose from three IGNITE! options:
Launch90 is a ninety-day post-IGNITE! program and is the linchpin to make your successful Automation Transformation stick.
Run your Financial Advisory business on the
quarterly cadence of a 90 Day Strategy and Execution.
Like the steady background beat of a base drum,
Quarter over Quarter 90 Day Campaigns are
critical for High Performance and achieving predictable,
quarter by quarter, revenue growth.
- DONE FOR YOU -
Time-bound Targeted Lead Generation
and Market Development Projects.
'Tranches' of 250
Highly Targeted Leads added to your
database for you to message forever.
Qualified Leads. Delivered.
Off-the-shelf or custom built performance eMarketing campaigns .
Strategic campaigns deliver.
Lead Generator <> Appointment Generator <> Referral Generator
Re-Engagement <> Event Registration <> Client Service
Explore our Performance Excellence
consulting, training and coaching programs.
(Done by You)
A coaching program that follows a game-plan and supports you as you plan and execute
(Done with You)
Combination of coaching and providing some 'hands-on' to get things done.
(Done for You)
This program is essentially outsourced execution to Cadence Marketing Systems.
You confidently know who your ideal client is, and where to find them. Leads consistently take action to learn more about your business, and you have a frictionless method to systematically add every contact into a single system to immediately follow up.
You consistently convert leads by following up in a timely fashion and educating clients about our services. You have a strategic and intentional sales process that utilizes effective offers to close deals. You also regularly engage with those who might not be ready to do business today so that your financial advisory practice stays top of mind.
You have an automated method to ensure your financial planning, products and client services are delivered seamlessly and without friction. You deliberately go the extra mile to provide an exceptional client experience and follow up to offer incentives for reviews and referrals.