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
Wouldn’t You Like to Know The Key to Getting More and Better Clients?
Check out this live web training, if you are a 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… Read More
Do you want more clients?
If you do, JOIN US for a FREE, LIVE, online training session! Chances are very high that your current approach to client acquisition practically guarantees that you will work too many hours, for too little money, and for too many of the wrong clients. Ironically, most Advisors want exactly the opposite: more money, less hours, and more… Read More
Do you want more clients?
The responses from our recent Financial Advisor surveys indicate that this is true: 93% of Advisors say they need or want to make more money. 83% say they want to work fewer hours per week and take more REAL vacation every year 98% say they would like to have a smaller total number of clients… Read More
Client Acquisition Mastery in the New World of High Regulation, Digital Advisors, and Disruptive Technology LIVE Training
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) the best clients from established Advisors? 3. What’s the BIG mistake that… Read More
Client Acquisition Mastery in the New World of High Regulation, Digital Advisors, and Disruptive Technology Training
True or False: Most Advisors work too many hours, for too little money, and for too many of the wrong clients? The responses from the polls we ran on our last Advisor training session indicate that this is true: 90% of advisors said they need or want to make more money. 69% said they… Read More