Do you often suspect that you’re getting “some” of your client’s business – but they’re still not 100% loyal and committed to handing you the keys to their financial kingdom and entrusting you to become their financial guardian in ALL areas of their wealth accumulation and risk management?
Does your practice – even after all of these years of experience – still need some renovating and fine-tuning; some automating and industrializing –as you strive to break through barriers to the level of MEGA producer?
Is your marketing somewhat “stale” and “old school” – needing some brilliant fresh ideas and strategies to attract those premium, high-net worth referrals on a more regular basis?
Do you feel like you’re spending years sacrificing your health for your wealth, but have not yet built an actionable succession plan to unlock the real value from your client base as you move into the second half of your professional career?
As an advisor established in the business, your world is one of solid activity, improved client service and enhanced confidence – with bigger expectations and lofty financial goals occupying your dreams!
A significant challenge you face is automating your marketing and reducing downtime. A further issue to confront is attracting higher wealth clients to your practice and increasing referral flow from the many new clients you have secured over the last few years. We are here to help. In our Top Advisor Program and e-store you will find literally hundreds of tools, strategies and systems you’ve never seen or used before. Nothing is left to chance here and you are sure to make quick gains in opening new niche markets and creating a river of warm referrals. Being willing to re-invest part of your steady income in this process is essential as you explore the dozens of choices we offer in building your business.
Let’s face it, you’ve attended dozens of courses and conferences over the years. As you listen to the speakers, you occasionally pick up your pen as you strive to find the “silver bullet” amongst all the advice you’ve paid for in order to start enjoying the fruits of years of hard labour. At the same time, preparing your business succession becomes a big part of your focus. After all, the big payoff happens when you transition yourself out of your business in the years to come.
With us as your coaching partner, you are sure to make quick gains in getting in front of high net worth prospects while upselling your current base. Reducing less profitable activity by creating a “super system” and “putting your business on steroids” are natural by-products of our work together.
In the Top Advisor Program and our e-store you will find many of the tools, strategies and systems to blend into these marketing efforts.
Share our story with your manager, invite us into your office and watch the run-away success stories multiply.