You’re Going to Start Out in Your ‘Natural Market’

When I first became a financial advisor in the 1980s, I was thrilled! I mean who wouldn’t love being in an industry where you are able to make money, have a good work/life balance, and help people make smart choices about their money so they achieve their goals??

So imagine this, my first day I walked into my manager’s office, all bright-eyed and bushy-tailed, ready to conquer the world. I sit down and after some chit-chat I ask, “Where do I locate and how do I start acquiring high net-worth clients?”

His response back to me had a profound impact on the rest of my career, more than I could have imagined at the time. His reply was,?“Bill, you’re going to start out in your ‘natural market’.”

A little background of where I was at in life...BROKE. Actually, my goal was BROKE. I remember thinking, if I could just get to broke, I'll be good from there.?

Upon hearing that my manager wanted me to work in my ‘natural market,’ clearly meaning there was no distinct, proven, repeatable process to acquire high net-worth clients, I decided to create my own. For the next few years, I honed in on mastering this process. As a 26-year old advisor I was stealing, or I prefer the term rescuing, high net-worth clients from their current advisor. As time went by, I started training other advisors in my office on this process I created.?

Fast forward 30+ years later and this process called,?Values-Based Financial Planning, has helped thousands of financial advisors master client acquisition, and elevate the value they deliver to their Ideal Clients, which in turn has helped them build their Ideal Business.?

So how does this help you right now?

Great question and given the events taking place in the world, right now is the time to truly hone in on your client acquisition skills.?

Chances are very high that your current approach to client acquisition practically guarantees that you will work too many hours, for too little money, and for too many of the wrong clients.?

Ironically, most Advisors want exactly the opposite:

1. More Money.?

2. Fewer Hours at the office.?

3. Fewer HIGH NET-WORTH clients.

In order to work fewer hours, acquire the RIGHT clients, and make more money, so you can improve your quality of life, I created a 1-hour online training specifically for you!?

Click Here To Claim Your Seat On This Training!

During this?free online training?on?Thursday, March 24th at 11am PT / 2pm ET, we'll take a deep dive into these 5 critical questions.

The 5 questions to master client acquisition:

1. What is the?best definition of Client Acquisition?that will guide all of your decisions, focus, and actions??
2. Who should your?target client?be and why?
3. What's the?biggest mistake most financial advisors make?and what to do about it.?
4. Why is it?easy to “steal” (rescue)?the best clients from established advisors?
5. What are the?7 Critical Conversations?for successful client acquisition mastery?

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

Start Mastering Client Acquisition Here!

Online Training:?Mastering Client Acquisition: Attract & Acquire More Ideal Clients

Date & Time:?Thursday, March 24th at 11am PT / 2pm ET

This training is limited and tends 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.

We are serious about helping you build Your Ideal Business, with Ideal Clients, so you can live your Ideal Life.