Crafting A Values-Driven Process To Attract & Acquire Ideal Clients

Recently I had the honor and privilege of being a guest on Wired Planning's podcast,?The Human Side of Money, with Brendan Frazier and we took a deep dive into how advisors can craft a values-driven process to attract & acquire more Ideal Clients.

I believe you'll find a tremendous amount of value in this free Podcast offered by Wired Planning.?

Click here to access the Crafting A Values-Driven Process To Attract & Acquire Ideal Clients Podcast . Once on the page simply select your preferred podcast platform.

Interested in additional free training??

My team and I are hosting a free online training,?The Roadmap For Advisors: Learn A Proven Process To Master Client Acquisition & Acquire Ideal Clients?on Thursday, April 21st at 11am PT / 2pm ET.?

Click here to claim your spot on the free training ?and make sure to add to your calendar and join us LIVE on April 21st!?

What You'll Learn During The Online Training:

• The #1 mistake advisors make right out of the gate in prospect meetings
• Why it’s easy to “rescue” clients from their current advisors and the process to do it
• The importance of defining your ideal client with an abundance mentality
• The three outcomes produced from a values-based financial planning process
• How to create an epiphany moment where prospects convince themselves they need your help
• Cultivating and establishing a leadership dynamic with clients
• How to effectively communicate your services in alignment with the client’s deepest values
• The mindset you have to take into every initial prospect meeting
• The three questions you MUST answer to convince wealthy clients to meet with you

My team and I have helped thousands of advisors over the past 30+ years build their Ideal Business, so they can live their Ideal Life, and now it’s your turn.?

Click here to claim your spot on the free training ?and make sure to add to your calendar and join us LIVE on April 21st!