Our challenge at Encore Partners is to assist our financial advisor clients in creating world class businesses.  To some this may sound like a lofty standard, but when you consider the important work of a financial advisor, there can be no other benchmark.  Advisors, by the very nature of their endeavors, hold their clients' security and dreams in the palms of their hands.  In coaching those who are willing to accept this awesome responsibility, we operate under the premise that striving for excellence can be our only objective.  We call this methodology the "ENCORE Approach".

The American Heritage Dictionary defines the word "encore" as:  a demand by an audience for an additional performance, usually expressed by applause.

How do YOU create "encores?"

Running a world class financial advisory practice means achieving a level of excellence that will consistently generate "encores".  Capturing a one-time sale can be great, but developing long-standing relationships which lead to repeat business is much more powerful.  What's more, when your clients and prospects are truly excited about doing business with you, the result is usually greater loyalty, additional assets, cross-selling opportunities, increased referrals and a higher level of career satisfaction.  These are your "encores"; they will allow you to regularly attain increased levels of accomplishment.

So, you might be thinking, what are the steps of "ENCORE Approach"?  Listed below is a brief overview of these 6 stages around which we center this website, as well as our coaching and training materials.  You can also request a copy of our FREE whitepaper, by submitting your name and email address:

Stage One: "E-ngage"
The process during which you clearly define your story, this includes your unique value proposition, your definition of an ideal client relationship, and your client management process.

Stage Two: "N-avigate"
The planning phase, you establish your goals and formulate the activities that will drive your success.

Stage Three: "C-ultivate"
Defining your target markets, creating marketing campaigns and implementing sales strategies with the ultimate goal of client acquisition.

Stage Four: "O-rchestrate"
Utilizing superior communication and service along with your client management process to build long-term, loyal client relationships-delivering the Ultimate Client Experience.

Stage Five: "R-eciprocate"
The art, science and importance of expressing appreciation, saying thank you.

Stage Six: "E-valuate"
Reviewing your processes and strategies, measuring your performance and determining whether or not you are achieving your goals.

Don't forget - to gain an even greater understanding of the ENCORE Approach and to see where you stand in running a world class practice, please download our FREE ENCORE Approach report and E.N.C.O.R.E. scorecard. All that you need to do is fill out your name and e-mail address below.