The CLIENT ADVOCATE NETWORK (CAN) is a unique, multi-dimensional and multi-disciplinary business platform focused on and dedicated to serving business owners.
CAN's mission is to help our clients achieve their goals and objectives by ensuring they have access to and are connected with the right CAPITAL, PEOPLE & KNOWLEDGE resources they need to succeed.
Our primary responsibility and commitment to our clients are to:
- FIND needs and opportunities to be of service
- IDENTIFY the problem and underlying causes that created the problem
- QUALIFY the client's desired outcome and solution needed based on client specifications
- CONNECT the client to the right resources and ensure the problem is resolved
We carry out this responsibility by following our Professional Service Process:
- ASK the right questions to uncover the true issues and not simply the symptoms of the problem
- LISTEN to what the client says; taking the time to close mouths and open ears
- UNDERSTAND the clients' goals and objectives
- ACT as the clients' advocate to help achieve their desired outcome
CLIENTS
CAN’s primary clients are owners and operators of
entrepreneurial companies who are busy working “IN” their business
instead of “ON” it.
CAN serves our clients as a:
- Business advisor and coach
- Strategic sounding board
- Diagnostic consultant
- Subject matter expert
- Connection and clearinghouse for the right resources and relationships
To see the list of benefits entrepreneurial company clients receive, click HERE.
CAN also serves partners and principles of professional
services firms who are busy building their books of business and managing
their practices.
CAN serves these clients as a:
- Channel for marketing and networking opportunities
- Conduit for strategic relationships
- Consultant in practice management
- Advisor in the client development process
- Source for potential ideal client relationships
To see the list of benefits professional service clients
receive, click HERE.
CREED
At Client Advocate Network, we believe in our clients.
We believe they can be successful regardless of the business climate or economic conditions.
We believe this success can be attained by being connected with the right capital, the right people & the right knowledge.
This is our mission and our advocacy.
We believe in our network of resources and relationships and their ability to help our clients achieve their desired results.
This belief is based on trust. Trust that exists amongst our Directors,
our business owner clients, and our service provider members.
Trust in the integrity of their words and of their actions.
PLATFORM
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
- Executives on Demand: Proven professionals available for projects, part-time and placement in companies
- CAN Community: 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
