At ECA, we believe, and have learned from experience, that having a consistent and duplicable process are key to driving results. Consider for a moment that an airline pilot doesn’t leave the ground without first having a detailed flight plan for the journey. An advisor should be no different. Utilize the ECA process and grow your business.
3-Phase Client Process
1
Client Attraction
Education Base Marketing
We have built a full-service marketing platform that is plug-and-play for advisors, called Retirement Elevated. This platform includes events which are held in colleges and universities throughout the country and focus on providing clean and accurate information. You’ll quickly build lasting relationships with attendees by serving as their expert retirement educator, NOT A SALESPERSON.
There are 3 courses that comprise the available Retirement Elevated curriculum:
- Your Retirement and Taxes
- Your Retirement and Social Security
- Retirement Planning in Today’s Economy
2
Client Acquisition
Appointment Process
Discovery:
Planning process begins with comprehensive client discovery
Plan Design:
We support advisors throughout the entire appointment process, creating evaluations and analyzing client information obtained during discovery
Solutions:
Investment management solutions are developed with support from our planning and investment management partner firms
3
Client Retention
Service
The vast majority of advisor effort in our industry falls into the realm of client acquisition. After all, without first getting the client, there’s nobody to serve and for which to do financial planning. The reality though, is that clients most often leave their advisor not because of account performance, but because of poor communication. And if the steepest investment in our industry is focused on the acquisition of the client, then the cost of losing a client becomes astronomical. We think this is a shame, and simply isn’t necessary.
An advisor who’s aligned with ECA will benefit from a robust client retention program that strives to put the client first, always. Because clients very much desire a long-term relationship with their advisory team, why not give them enough reasons to never doubt they’ve made the right choice in hiring you?
→ Systematic Progress Review Process
→ Client Love Programs
→ Client Technology Systems
