How to Create a Profit-O-Rama for Your Financial Practice while Preserving Your Time?????

In today's hyper-competitive financial landscape, time is money! At Your Million Dollar Accelerator, we've developed a game-changing tool we affectionately call the Advisor-O-Matic?, designed to help you deliver outstanding prospecting results with far less time than you usually spend.

Now to be clear this is NOT a robo advisor, nor is it a particular piece of technology. It is more a mindset and a business efficiency. Let's give you a sneak peek into this incredible tool.

The Recurring Queries: Different Client, Same Questions ??

As financial advisors, we often find ourselves answering the same questions or teaching the same concepts repeatedly to different clients or prospects. You might frequently encounter questions like:

• "What is a Fiduciary?"
• "I already have a CPA, do I need your services?"
• "I'm about to retire, is this the right time for financial advice?"

These are all valid questions that your clients may have, and as their advisor, you're obligated to answer them. But if you've ever had to answer these same questions multiple times a day, five days a week - it can become monotonous and time-consuming. It's the kind of thing that saps the joy out of what you do and why you do it.

The Art of Streamlining Your Prospecting Conversations AND Presenting as an Established Professional ??

During a typical financial consulting session, the first 10 minutes or so are spent identifying the client's problem. Once you've understood their concern, you share insights or provide a solution and tee things up for the next steps.

For instance, a client might say, "My investment strategy is not yielding the desired results." As an advisor, you'll ask a series of questions to understand their investment approach, identify any gaps or issues, and provide an informed suggestion. You'll answer questions from the client often the same ones you have many times before. But what if this process could be expedited?

What if your prospects show up to their appointments with many of their initial questions already answered?

The questions they do ask are well-informed and more about how to implement because they are already convinced that they want to do business with you!

How much more fun would your sales conversations become?

Enter the Advisor-O-Matic?! This revolutionary tool helps streamline the client engagement process by focusing on the critical bits - understanding the problem and providing insightful answers to your most common questions. It eliminates the need for repetitive explanations and teaching by pointing clients to readily available resources that answer their questions.

Introducing Tom Brady ??

No, not the football legend ??, but a financial advisor of 15 years, based out of San Francisco. Tom had a sterling reputation, a respectable client base, and a well-earned spot among his city's top financial advisors. However, he had one little problem - he was drowning in a sea ?? of repetitive questions and found himself stuck on a hamster wheel of ceaseless consultations. His energy was being sapped, he was losing precious time ?, and worst of all, he was starting to lose his passion for advising.

Enter the Advisor-O-Matic.

Introduced to the revolutionary tool when he became a client, Tom was initially skeptical. It sounded too retro, too 50s, too good to be true. But with the promise of efficiency and the allure of some good old-fashioned nostalgia, Tom decided to let us help him implement it.

Within weeks, the transformation was incredible. Tom's routine changed from being a broken record to becoming a dynamic financial maestro ??. No longer was he answering the same questions time and again. The Advisor-O-Matic took care of that, offering clear, succinct responses to the most common inquiries from his clients and prospects. It was like having a trusty sidekick, allowing him to focus on what mattered most - providing personalized, valuable advice to his clients.

Tom's clients loved ?? the new approach. Not only did they have instant access to answers, but they also appreciated Tom's renewed energy and the time he spent on more complex issues that truly demanded his expertise.

It made referring their friends and colleagues so much easier. The Advisor-O-Matic ??was an instant hit, adding an exciting new layer to his practice.

And what about Tom? Well, he was thrilled! ?? No longer was he a repeat machine; he was now a trusted guide steering his clients towards their financial dreams. He rediscovered the joy in his work, finally breaking free from the shackles of repetitive tasks. His practice experienced a fresh wave of energy, a sense of rejuvenation that had been missing for years.

Today, Tom Brady isn't just a successful financial advisor. He's a happy, fulfilled professional who gets to make a real difference in his clients' lives without being bogged down by the monotony of redundancy. The Advisor-O-Matic ?? didn't just streamline his practice; it revitalized it, reinvigorating his passion for advising and transforming his professional life.

And the best part? His story can be your story too, thanks to the power of the Advisor-O-Matic. ????

The Advisor-O-Matic?: Time Saved, Results Delivered ??

With the Advisor-O-Matic?, you don't have to spend your valuable time answering the same questions or explaining the same concepts repeatedly.

What are the specific tools or resources that answer their questions or teach them about the financial concepts they need to understand?

Well as I mentioned, there is not one specific way to go about priming your prospects but after 20 years of coaching financial professionals to build 6 & 7 figure businesses here are some of my favorites in order of both priority and level of effort on your part:

1. ?? Authoring a Short Helpful Book: Designed to answer their questions, set you up as a trusted authority and get them to put time on your calendarNumber one on the low effort scale you may wonder! In as little as six weeks you can become a published financial expert with our author program. Once the work is done you can then leverage this resource for years to come.
2. ?? A Book-Related Website: Designed to perform multiple conversion activities: a) Enticing your prospects to exchange their email for an audio version of your book. b) Displaying an FAQ section answering all those questions and dispelling doubts. c) Featuring a 15-minute expert interview with you further enhancing trust and credibility. (Long enough to capture all the smart things you have to say and keep people engaged but not so long they don't watch it.) d) Skillfully designed to convert. Providing an accessible link to schedule an intro call with you
3. ??Automated LinkedIn Campaigns: Standing out on LinkedIn is a real challenge these days. a) With a book sincerely offered to your new connections you will stand out as a giver, not a taker. b) They'll go to your highly professional book site and be immediately impressed. c) They'll see your posts and newsletter articles and know you as a thought leader. d) They'll enter your world willingly, either to engage with you in the next 90 days or have you be top of mind as a trusted expert when they are ready to engage down the track.

The Advisor-O-Matic? more a system than any single tool will help you transition smoothly from wasting time educating your cold prospects to ideal clients eager to work with you. It's all about leveraging authority and technology to make your life easier and deliver better results to your clients.

Your Extra Time: Freedom to Do What You Love! ??

What can you do with all the extra time you save by using the Advisor-O-Matic?? The answer is simple - whatever you love to do!

There's so much more to the Advisor-O-Matic?, and we can't wait to share all the features and benefits with you.

If you're a financial advisor who's eager to streamline your client engagement process and deliver better results in less time, get in touch with us at Your Million Dollar Accelerator.

Ready to Accelerate Your Practice? Here Are Your Next Steps ??

1. Grab a free audiobook or flipbook copy of "Your Million Dollar Accelerator: 6 Proven Strategies to Grow a 7-Figure Financial Practice." It's your roadmap to attracting clients, growing your practice, and systematically scaling your business.

2. Subscribe to this newsletter for more tips and tools plus answers to YOUR most commonly asked questions

3. Join our Million Dollar Accelerator Author Program. We're always looking for financial advisors who want to become authors and authority figures in the industry OR send me a message with the words "Author Program" if you're interested.

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