Programs*

The goal in financial services is patently clear– acquire clients and raise assets. That is not the problem.

“How” to achieve that goal is the challenge. While there are innumerable solutions floating thru the industry, most of them are anecdotal and lack a research basis, or are unproven in the field, or are too complicated and therefore unimplementable. Overcoming these challenges is the goal of the Organic Growth Institute.

There are many ways to grow, and no single type is best for everyone. For this reason, our organization has created programs to achieve growth via all the possible channels.

Organic Growth Programs:

• Ultimate Rainmaker – A proven path to get referrals from COIs (Attorneys, Accountants, others)
  • Benefit: New research and model refinements to the most effective way to acquire HNW Clients
• Exit Strategy – Winning in Business Owners in Transition
  • Benefit: Positions advisors at forefront of major money-in-motion events
• Your Virtual Family Office – Move up market with the preferred advice delivery model by the HNW
  • Benefit: A rapidly implementable model to deliver this growing advice platform
• The Whole Client Model – Generate introductions to the clients of COIs
  • Benefit: A visual systematic process to trigger functional introductions from a COI

Each Program Includes:

• Keynote presentation, live or virtual
  • Chapterized video version for advisor direct access and ongoing training
• Implementation Guide, linear, detailed, step-by-step approach
• Conversation Guides, articulating key benefits for maximum client impact
• Coaching Templates for Wholesalers to help advisors implement the systematic process

Masterclass:

• Six month program available for COI Referral Generation with teams and study groups

*Program content and research from Prince & Associates