Clifton@cliftonwarren.com +61 410 665 569

Vertical Acceleration Program

A Growth Program for the Financial Services Organisations

Growth-Program-Financial-Services-clifton

How to capitalise on the full potential in your business

We help financial services business owners, leaders and professionals create a clear path to more sales, better retention and higher earnings.

Dear Professional

If you’re like most of my clients, you already have a strong track record of success but, for whatever reason, you currently find yourself feeling stuck, and facing significant growth challenges that you don’t quite know how to overcome.

Some issues that I see over and over again:

Producers spending too much time servicing existing clients instead of filling their sales pipeline and aggressively pursuing new business.
Insufficient in place for following up with part-time client who only have a small amount of business with you to discuss additional products and services and turn them into 100% full time clients.
An over reliance ad-hoc marketing approaches to generate leads and hoping for the best. Instead of facilitating leads and referrals from existing clients and centers of influences.

Whatever your specific circumstances, you feel a sense of urgency about changing things. You that if you continue as is, you’ll probably continue to achieve similar results. You’re invested in making a difference, and you’re not willing to coast.

What Our Clients Say

“ When it comes to sales there are loads of people who talk a good game, Clifton actually makes things happen. The way that Clifton worked with myself and team, coaching us along the way has given us all more confidence in dealing with new business leads. ”
EBM Insurance Brokers

“The Emphasis on practical solutions to making the jump from product coach to trusted advisor with our branch and regional managers was exactly what we were looking for.”
Bendigo Bank

“Your presentation has a much relevance to me as an international insurance broker as it did to the local group. Your information was user-friendly and easy to adopt.”
Willis

“I consider Clifton to be a strategic extension to my team, and he is liked and accepted as member of our national sales force, recognized for his gentle, but no-nonsense manner and high integrity”
Sensis

“We found Clifton’s expertise helped us enormously. He was able to give us the tools to intelligently reassess our operating systems and strategic marketing. The insights have had a considerable impact on how we continue to do business and have been able to reach a number of strategic milestones”
O’Donoghue& ClarkSensis

“The outcome was a much more engaged and productive team and happier customers. I would recommend Clifton to anyone looking to receive a unique and tailored training plan for sales and marketing staff of all levels.”
AIG

Outcomes from the vertical acceleration program

Here are the results you can expect

You will create a culture of accountability, elevate expectations, provide the help needed for your producers and get everyone going in the same direction.

You will develop a unique selling system across your business that improves retention and generates referrals that replicate your best clients.

You will create an account management system to convert your part-time clients into 100% full time clients through cross selling.

You will create the ultimate client experience for your best clients, achieve 100% retention of your desirable clients and have 80% of your business generated from referrals that are clones of your best clients.

You will have the clarity, confidence and capabilities to design the future of your business and feel absolutely sure about where you are going and how you will get there.

How I developed the vertical acceleration program

Over the past 20 years I’ve had an opportunity to provide extensive help to the financial services industry working with professionals who worked on their own to multi-national businesses and everything in between. So, I learned a thing or two about acquiring, developing and retaining clients.

However, over the years of working with hundreds of professionals, I’ve seen how much they struggled with the strategic and tactical issues they faced in their day-to-day challenges to create a clear path to more sales, better retention and higher earnings.

So, I went to work do develop step by step instructions for carrying out proven, comprehensive, tactical process for making a financial services businessmore successful from prospecting, client service, leadership to sales management.

And that’s how I came up with Vertical Acceleration.

Vertical Acceleration Program is aimed to give you all the tools you need to build and maintain a successful business no matter where you are in your career or the stage of your business.

The Vertical Acceleration Program is a series of steps that build on one another. The program also addresses each of the stags of professionals career from new professionals to experienced professionals.

How we work with you.

The goal of this program is to improve the effectiveness and profitability of your business, with objectives in five strategic areas:

Sales Objective: To develop a pro-active sales business, by acquiring new high potential clients, preparing winning proposals and selling valued added services
Sales management: To become client smart, leveraging the strengths of your staff, building high performance sales and service teams, and retaining and replicating your top clients.
Leadership Objective: To build market awareness by establishing and building your brand in the marketplace, and to create a culture of accountability that is totally results based.
Service Objective: To ensure client satisfaction, by delivering the ultimate client service experience thatencourages your best clients to refer you, and to round out clients to create full-time only clients.
5. Financial Management Objective: To implement strategies and behaviours that will positively affect your top line revenue growth.

The Vertical Acceleration Program is a one-on-one consultation program. It is specifically for owners and leaders of financial services businesses who want to explore new thinking about the strategic and tactical issues they face in their day-to-day challenges,and to create a clear path to more sales, better retention and higher earnings.

The flexible and customised design of the program provides an easy pathway for you to focus on your business, and to work on it, not just init. It will help you achieve a wide range of effective sales and marketing objectives.

Ready to take your business to the next level?

If you think the Vertical Accelerator Program might be for you, contact me at clifton@cliftonwarren.com to set up a no-obligation strategy discussion. You can find out more about the program and whether it’s a good fit for you.