As a Financial Advisor, one of the 7 Critical Conversations for building a 7-figure business is The Values Conversation. What this short video where Tony and Sue (high net worth clients) talk about their experience with Bill Bachrach’s The Values Conversation™, and the fact that the Advisor they have been working with for 40 years… Read More
Discover The Key to Getting More and Better Clients
If you want clients to trust you, hire you, move all their money to you, implement the advice from your planning process, keep working with you in any market or economic conditions, and introduce you to everyone they know… you need to have strong communication skills. Words matter a lot. What you say, how you say… Read More
How to get your Ideal Clients without sounding like every other Financial Advisor
If you want clients to trust you, hire you, move all their money to you, implement the advice from your planning process, keep working with you in any market or economic conditions, and introduce you to everyone they know… you need to have strong communication skills. Words matter a lot. What you say, how you… Read More
What do the best Advisors do well and what do most Advisors do wrong?
Register for this LIVE training to get the most clear and concise definition of “client acquisition” you’ve ever heard, in about an hour, while you also discover the answers to 4 vital questions: 1. Who should be your target client and why? 2. Why is it easy to “steal” (rescue, as we like to call it.)… Read More
[FINAL Days] This ends Dec. 31 (get all of your cool bonuses now)!
Do you currently have a proven process for client acquisition in the “new world” that will attract the type of clients you want to be working with? If YES, could that process be even better so you more quickly get even better results? If NO, you need one! Otherwise, you’ll get caught up… Read More
How is THAT possible?
How is it possible that smack in the middle of a booming economy and a raging stock market that 93% of the advisors we recently surveyed said they want, or NEED, to make more money? Wouldn’t you think that of all problems you could have right now, money would NOT be one of them?… Read More
