A Roadmap to Acquire More Ideal Clients

Whether you're a rookie advisor, a successful veteran, or an advisor stuck in what we call the 'mediocre middle,' you want Ideal Clients?(Investable Assets of 1M - 20M)?who pay you AT LEAST 10k / year.?

Ideally, they would pay you 20k, 36k, even 50k a year!?

You're most likely in one of two spots as a financial advisor:

1. You have plenty of clients, most likely 100+, but you would rather work with fewer Ideal Clients,?who each pay you more.?
2. You have a small client base, or no clients at all, and you?really need?to acquire Ideal Clients and profitable non-Ideal Clients but you're not exactly sure where to start, how to locate them, what to say to them, and you need a client acquisition process.?

Now if you already had enough?Ideal Clients?and had built your Ideal Business you would have stopped reading this already but you're still with me.?

You will not want to miss an online training coming up this Thursday, April 21st at 11am PT / 2pm ET,?The Roadmap for Advisors: Learn A Proven Process To Master Client Acquisition & Acquire Ideal Clients.?

Click here to register and save your seat!

This is a serious online training dedicated to helping you genuinely become a master of client acquisition.?

This is NOT seminar training, social media marketing tactics, and you won't learn a new fad that has existed for all of 5 minutes that has no proven track record.?

By investing 60 minutes with us, you'll learn a proven process, with a track record of 34 years, that has helped thousands of advisors all over the world become more skilled, more confident, and more competent at client acquisition.?

Register Here & Claim Your Seat!

Online Training: THE ROADMAP FOR ADVISORS: Learn A Proven Process To Master Client Acquisition & Acquire Ideal Clients

Date and Time: Thursday, April 21st at 11am PT / 2pm ET

You’ll start by getting the most clear and concise definition of “client acquisition” you’ve ever heard. Then in less than an hour, you will discover the answer to 4 vital questions:

1. Who should be your?target client?and why?
2. Why it's?easy to "steal" (rescue) the best clients?from established advisors (And how to do it)?
3. What’s the?BIG mistake that most advisors make?and what to do about it?
4. Discover the?keys to successful Client Acquisition, like where to find high-net-worth prospects and how to move them quickly through your funnel so they hire you in the first meeting.?

I’ll also share case studies, stories, and examples of what the best advisors do well, and what most advisors are doing wrong.

Our monthly trainings are limited and tend to fill up quickly so make sure you?register today and add this training to your calendar so you can join us a few minutes before and claim your seat.

If you are content working with a lot of small clients or living in the transaction world, this online training is NOT for you.

However, if you would like to serve a?smaller number of clients?at a?higher level of value, for significantly more?revenue per client,?claim your seat?for this online training and join us this Thursday.

I’m looking forward to having you join me on this powerful training session to help you build Your Ideal Business.