Client Acquisition & Business Development
Wealth Firm Diagnostic Tool™
A niche diagnostic focused entirely on your firm's growth engine — identifying where technology, process, and positioning are limiting your pipeline and client conversion.
About this diagnostic
The Client Acquisition & Business Development Wealth Firm Diagnostic Tool™ goes deep on one of the most consequential dimensions of your practice: how you attract, engage, and convert prospective clients. Most wealth management firms underinvest in the infrastructure behind business development — and the gaps are rarely obvious until growth stalls. This diagnostic surfaces them.
What this diagnostic covers
CRM Utilization & Pipeline Management
An assessment of how your CRM is configured, adopted, and used — identifying whether it is actively supporting your pipeline or functioning as an expensive contact list.
Prospect Experience & Digital Presence
A review of the digital touchpoints a prospective client encounters — your website, content, scheduling tools, and first-impression infrastructure.
Referral Process & COI Relationships
An evaluation of how your firm manages and nurtures centers of influence and referral relationships, and where process gaps are costing you introductions.
Marketing Technology & Automation
A review of the marketing tools in your stack — email, social, content, and campaign infrastructure — and whether they are integrated, compliant, and actually driving activity.
Proposal & Onboarding Workflow
An assessment of the handoff from prospect to client — how proposals are generated, presented, and followed up, and where friction in onboarding is creating drop-off.
Business Development Metrics & Accountability
A review of how your firm tracks, measures, and holds itself accountable for business development activity — and whether your reporting gives you the visibility to improve.
What you receive
Explore the other six diagnostics
Ready to go deeper?
If business development is the area where your diagnostic pointed, this is where we go deeper. Request access and a member of our team will walk you through what this niche diagnostic would surface for your firm.