To: Financial Advisors who want 2019 to be their BEST year ever!
After concluding a successful merger last year, I have made it my life’s mission to help financial advisors, just like YOU, grow their businesses exponentially in as short a time as possible. I want you to be able to model exactly what I did to create a top tier, Barron’s Top 100 firm.
I was considering retirement but there’s NO WAY I could just sit on the porch or by the pool every day. There’s only so much relaxing you can do.
So, I’ve spent the last year and a half digging up every single tip, strategy, shortcut, and tactic that worked for me (and more importantly what didn’t work) and put it all together in a unique comprehensive and condensed online e-training program I call the…
Elite Advisor Success System™
I’m just getting ready to release this program to the industry but before I do, I want you to consider being one of the handful (like 20) “Founding Members” of the full e-training system.
To a few select advisors, I am offering the opportunity to have access to ALL of my knowledge, anytime you need it, for a fraction of what others will pay and get started on it right now before the year ends.
Basically, to the first 20 who respond, I will give access to my entire success program and I will walk you through all the material together over the next 3 months. (January – March)
You will get all of the online courses and live Q&A webinars and in return, all I ask is that you provide me with your feedback. I will want to know what you liked, felt, learned and experienced from the information. My offer is that simple.
I’ve divided all of my knowledge into 5 online courses and have broken them down into easy-to-understand modules and simple-to-do lessons. These e-courses are designed to cover ALL aspects of your business from the importance of how to re-frame your thinking from advisor to business owner, to bringing in new prospects, to closing them to become clients, to training your assistant(s), to building a great team and running your firm using efficient systems and processes…everything!
It’s like having everything I have built at your fingertips.
Let me give you a short inside peak into what it includes (there’s no way I can cover it all here):
- Elite Advisor Mindset – How mastering your mindset will catapult you to the next level
- How the C.A.N.I. concept is used to evolve your mindset and your business – Module 1
- A critical ‘Current State of Your Business’ Quiz you must take ASAP – Module 2
- How to know if your actions are congruent and aligned with your goals – Module 3
- Use this one “End of Life” exercise to put everything in your life into proper perspective – Module 3
- This one advisor tracking activity changed my business; now you’ll have it – Module 4
- The exact 3 activities you need to do to give you the greatest results – Module 4
- Elite Advisor Prospecting & Marketing – 9 Ways to Bring in Clients in Less Time & Money
- What 2 main psychological factors drive all decisions for your clients – Module 1
- Why the ‘No Family, Friends & Neighbors Policy’ worked so well for me – Module 2
- What early AM task brought in the most small-business clients – Module 2
- What was the FASTEST way I built my firm and that you can still do today – Module 2
- What are the “4 Imperatives” to running the best seminars that get results – Module 3
- My Pre- and post-scripts, sample flyers and resources – Module 3
- Plus 4 new Bonus pieces that I’ve never released before
- Elite Advisor “Secret Sauce” – Exactly what you need to do get more prospects to say “YES”
- Determining your best target market and finding out their needs – Module 1
- Don’t lead your talk with these 2 things…EVER – Module 1
- What is the best seating arrangement that will boost your closing rates? – Module 2
- What is the best way to use the prospects net worth in your sales talk? – Module 4
- Why fee discussion done this way will literally “guarantee” all your product sales – Module 6
- My actual sales scripts that sold hundreds of millions in $$ over 30 years!
- Plus a Bonus video of my presentation; live and unscripted
- Elite Advisor Team Member Training – The Exact Blueprint to Achieve Rockstar Status
- The #1 job role for an assistant or team member is to protect this for the advisor – Module 1
- What are the exact tasks and duties of an “Admin” to help make the practice efficient – Module 1A
- You can have 10 of my best email templates to use in your email correspondence – Module 1A
- What the ‘10 Steps of our Process’ are and how these can help you too – Module 1A
- How to train a team member to be the “perfect assistant” – Module 2
- How to best take care of your ‘old-school’ clients – Module 4
- Plus extra Bonus “Rules of the Road” training video
- Elite Advisor “Machine” – Create your dream team that will run your Systems & Processes for Flawless Execution
- Who to hire first, second, and next on your dream team – Module 1
- Which compensation models worked so well for our practice that you can model – Module 1
- The job descriptions we used which brought us high quality candidates – Module 1
- How we built our systems & processes manual by asking this 1 question – Module 3
- This efficient method allowed me to train only one person in a firm of 18 – Module 3
- The only way to build true enterprise value in your business is this way – Module 3
And much, much more…
