EXPLORE BUSINESS DEVELOPMENT
Grow by 10x.
You dream it. We make it a reality.
The 10x Method
At this moment, we've created a powerful brand story, you are reaching out to your target market and closing business. Life is great, right? It is great, but it is not complete until you learn how to grow by 10x.
With our Practice Development team, we are able to help take your business from an idea and launch into the future.
Marketing
Department
We make sure your branding and marketing initiatives stay cohesive while planning for the years to come.
Practice
Development
Your accountability partner. We make sure that the plans we put in place are executed so that way each quarter we are building on the foundation we originally created.
Team
Coach
You came to us as a Financial Professional but we help you become a business owner. We help you learn the leadership skills required to grow your business while still enjoying what you do.
If you don't plan, you are planning to fail.
Our team holds you accountable to your plans. It can be daunting to look at your practice three years out. We help you break it down by three years, one year and 90 days. We then work with you over those next 90 days to keep advancing you closer to those yearly goals. Before you know it, we are looking back 6 years later at all that you and your team have accomplished.
-
Yearly Business Plan
-
Quarterly Planning Opportunities
-
Team-Away Day
-
Marketing Plans
-
Succession Plans
WAIT, THERE'S MORE!
We believe there are two areas that every financial professional needs to develop: their professional development and practice development. Both of these areas are integral when working towards growing by 10x.
PROFESSIONAL DEVELOPMENT
Local Training Sessions
We hold in-house training sessions with experts in different areas to give you best practices and additional resources that will help your clients.
Corporate Level Training Sessions
Our practice development virtual and live training sessions led by home office experts focusing on products, sales concepts, marketing and technology.
Sales System Training
Leap offers a unique model for managing personal finance that calculates every move and keeps your clients connected every step of the way.
Designation Reimbursement
We want you to become masters of your craft. We offer the opportunity for our financial professionals to attain designations from The American College.
Mastermind
Sessions
Management-led sessions focused on taking sales ideas through conceptualization and design with proven client implementation strategies.
Advanced Market
Team Resources
Resources that have a dedicated team of attorneys and planning experts at your disposal that will help you reach new markets, cross-sell and grow your business.
On-Boarding
Process
We make the unfamiliar, familiar fast with our onboarding process that gets you and your team and staff up and running in no time.
Rewarding
Study Groups
Share ideas with other successful financial professionals and hear what makes their practice successful.
PRACTICE DEVELOPMENT
Client Experience
Service Levels
Create your own customized service model matrix with defined levels of services provided and a systematized grid of cultivation events provided to support your client satisfaction.
Staff
Development
We work with you to create the systems and processes together for your staff to keep allowing your business to grow.
New Markets &
Relationships
Work with our Practice Development team to expand into target markets that work within your geographical area while focusing on your own expertise or interests.
Practice Expansion & Growth
Align yourself as an organizer, enhance or builder where we assist with strategies that fulfill your own personalized vision for growth.
Succession
Planning
Your business will ultimately keep going after you retire. We help you put a plan in place to give your clients and family a piece of mind.
Strategic
Alliances
Having Centers of Influences (COIs) is a great opportunity to grow your business. We help you develop those relationships and have a clear understanding of how to work with one another.
Lead
Generation
Dive deeper in your target market by clearly defining who they are, their challenges and how you are able to help them.
Client
Segmentation
Your time is valuable. By segmenting your clients and having a clear understanding of who and what they are will give you a proper road map on what type of client experience they will get.