The CLIENT ADVOCATE NETWORK is a membership organization made up of owners & operators of businesses and partners & principals of professional services firms.
For information on types of membership and benefits of membership, click HERE.
VISION | MISSION | GOAL
VISION: Be THE ADVOCATE for our clients' success
MISSION: Help our clients achieve their goals by connecting them to the right CAPITAL, PEOPLE & KNOWLEDGE they need to succeed
GOAL: Be the KEY CONNECTION for our clients
These Vision, Mission, Goal statements form the philosophical foundation of CAN and govern how we operate and organize ourselves.
PLATFORMS
The Client Centric Platform is the operational foundation of CAN. It is how we deliver the promise of our mission.
- Objective Advice from Directors who are competent, values driven, and client centered. Directors are relationship managers and serve as our clients' professional advocates within CAN
- Core Services which are critical and key to our clients' success – Connections, Consulting, Development and Marketing – delivered by our Advocate team
- Suitable Solutions to address the issues and challenges our clients face today – the right CAPITAL, PEOPLE & KNOWLEDGE resources to help them survive, sustain, and succeed in business
- Practical Ideas to address long term strategic issues and help our clients manage and lead their organizations to success
The Resource Delivery Platform is how CAN has organized its CAPITAL, PEOPLE & KNOWLEDGE resources for our clients.
- Debit: Loans, leases and lines of credit including SBA and other government guarantee loan programs for growth, equipment, real estate, M&A, buyouts and refinances
- Equity: Private equity and venture capital for high growth business opportunities with clear direction and exits
- Financial Management: Analysis and advice on a company's financial capital; accounting, asset & cash management, risk assessments, and forecasting of future financing needs
- Wealth Management: Analysis and advice on an individual's financial capital; tax, financial & estate planning; investment management & private banking.
- Relationship Building: Practice development through personal and professional relationship networking
- Training & Development: Briefings that promote professional development and improve organizational performance
- Coaching & Mentoring: One-on-one and group personal and professional development
- Human Capital Talent Pool: Proven professionals available for projects, part-time and placement in companies
- Newsletter / Blogs: Best practice articles and knowledge sharing
- Subject Matter Experts: On-call, diagnostic consultants with expertise in a variety of matters
- Briefings: Workshops and presentations on a wide variety of topics and issues
- Forums: Peer support, networking, and relationship building groups
SERVICES
Business Connections
Connecting our owner operator clients to the right CAPITAL, PEOPLE & KNOWLEDGE resources they need to succeed
CAN provides connections to technical experts and advice in the following vocational areas:
- Accounting & Tax
- Banking & Finance
- Consulting
- Human Resources & Human Capital
- Insurance & Employee Benefits
- Legal
- Marketing Support
- Technology
- Wealth Management
Business Consulting and Coaching
Helping entrepreneurial companies and professional services firms to achieve their goals and objectives by developing and implementing strategic and tactical growth plans. There are a wide range of consulting resources available through the NETWORK.
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Business Development and Relationship Building
Connecting partners and principals of professional services firms to their ideal clients for which they can deliver value through their core services.
Service provider members of the NETWORK may also engage specific NETWORK Directors to help them in practice development - helping to find, attract, win, retain, and expand ideal client relationships.
Business Marketing Support
Helping entrepreneurial companies and professional services firms to find, attract, win, retain, and expand ideal client relationships through marketing & communications, sales & sales management, and client retention & relationship management.
Marketing & Communications (Find & Attract)
- Marketing Plan Assessment / Development
- Newsletters / Client Communication
- Community / Public Relations
- Seminars / Special Events Coordination
- Website / Brochure / Comware Development
Sales & Sales Management (Win)
- Tactical Sales Plan Assessment / Development / Implementation
- Sales Coaching / Management / Mentoring
- Sales Training for Technical Staff / Professionals
- Compensation Package Structuring for Sales Professionals
- Business Development Augmentation / Outsourcing
Sales & Sales Management (Win)
- Client Retention Strategy / Planning
- Client Service Surveys / Focus Groups
- Client Retention / Cross-sell Training
- Client Appreciation Events / Activities
- Value-added Ancillary Product / Service Development
Other Marketing Support Services
PROCESSES
Connecting our clients to the right CAPITAL, PEOPLE & KNOWLEDGE resources requires strict adherence to our process.
This responsibility falls squarely on CAN's Directors who are our clients' professional advocate in the NETWORK. As a professional advocate, Directors take on the role of a general business advisor, a strategic sounding board, and diagnostic consultant.
The primary responsibilities of CAN's Directors are to:
(1) FIND needs and opportunities to be of service
(2) IDENTIFY the problem and underlying causes that created the problem
(3) QUALIFY the client's desired outcome and solution needed based on client specifications
(4) CONNECT the client to the right resources and ensure the problem is resolved
CAN's Directors carry out these responsibilities by following our Professional Service Process:
(1) ASK the right questions to uncover the true issues and not simply the symptoms of the problem
(2) LISTEN to what the client says; taking the time to close mouths and open ears
(3) UNDERSTAND the clients' goals and objectives
(4) ACT as the clients' advocate to help achieve their desired outcome
Used to determine an organization's effectiveness and efficiency
Used to determine an organization's stage of development relative to P.R.I.M.E. organizations
R = Recognized and respected in the marketplace
I = Integrated and balanced enterprises with a clearly defined infrastructure
M = Mature corporate culture
E = Entrepreneurial and enterprising to keep innovating and improving
Condensed and modified from the work of Ichak Adizes
