Don't Be In The Majority of Financial Advisors

Don't Be In The Majority of Financial Advisors

A recent survey of financial advisors found the following:

  • 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 who each pay them more.

The majority of financial advisors implement a process for client acquisition that practically guarantees that they will work too many hours, for too little money, and serve too many of the wrong clients.?

What about you??

So, how do you breakthrough and start attracting and acquiring?Your?Ideal Clients and start building?Your?Ideal Business, so you work with the right number of clients paying you the right amount of money??

The first step is to acknowledge there is no 'silver bullet.' After all, if acquiring Ideal Clients and building an Ideal Business was easy, everyone would do it.?

The next step is to implement a proven, repeatable process that quickly:

  1. Upgrades your existing clients to Ideal Clients so they do ALL of their financial business with you.?
  2. Attracts high net-worth clients so you fill up your Ideal prospective client funnel.?
  3. Moves each prospect through the funnel while providing value to them every step of the way and builds an immense amount of trust.?
  4. Gets you hired in the first meeting?(Yes, you should be getting hired in the first meeting - better for you AND/ better for them).?

Lather, rinse, repeat.?

To learn more about this process, my team and I are hosting a free online training on Wednesday, December 15th at 11am PT / 2pm ET, Mastering Client Acquisition - REGISTER HERE.

Click here to claim your spot!

Too little money, too many work hours, and too many of the wrong clients didn’t happen by accident, and this problem will?NOT?fix itself.

During this free online training, in addition to getting the clearest and most concise definition of 'client acquisition' you’ve ever heard, in one hour, you will 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) the best clients from established Advisors?
  3. What’s the?BIGGEST mistake that most advisors make?and what to do about it?
  4. What are the?7 Critical Conversations?for successful client acquisition mastery??

If making more money, working fewer hours, and acquiring more Ideal Clients resonates with you, don't miss this special opportunity and join us LIVE for this online training on December 15th at 2pm ET.?

Register here for Mastering Client Acquisition.?

This monthly training is limited and tends to fill up quickly, so make sure you register today and show up a few minutes early - Right after you register you'll be sent a confirmation email with a calendar invite to easily add this event to your calendar.?

My team and I are on a mission to help every financial advisor in the world elevate their client value, so they?build their Ideal Business and live their Ideal Life.

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