We help traditional advisors
This represents 90% of the advisors today. They are taught traditional methods, that do work but require an enormous amount of time and are simply not efficient in today's world with technology and social media. Using only the old school technique simply will not work today. Their companies are failing to help advisors and that will not change.
Evolve to "new age" advisors
This represents 10% of the advisors today. They know that using technology and social media to build a practice and get clients is the future of this business. But most advisors have the wrong social media strategy that doesn't work. We have worked for years to perfect the most "compliant" social media strategy for the financial industry. We simplify social media platforms, provide a proven process that directly leads to generating more qualified appointments and client acquisition.
Pick a target market, identifying problems, focus on high-value solutions, Attract your ideal clients using a systematic process.
Brand positioning, generating leads, appointments, outbound methods, inbound methods, build top of mind awareness.
Proven 1st phone call script, 2nd meeting framework, objection handling, 5-step follow up using ethical persuasion techniques.
Implement our 2 proven funnels to generate leads and appointments even while you sleep and scale your practice fast.
How to manage the entire system and campaigns, optimize each step to gain maximum efficiency.
How to think about your business and life differently to build a practice to support your lifestyle.
How to use social media to build your own personal brand/platform, add 5000 prospects each year.
Getting clients is not an easy road. How to think clearly and solve problems to move fast.
You're in a good company
Thousands of hours of work have gone into creating our methods that are specifically designed for financial advisors and insurance agents who have strict compliance regulations from SEC, IIROC and other regulatory bodies.
We work with a range of advisors, from one working for large advisory firms to independent RIA and Insurance brokers. We also work from brand new to seasoned veteran advisors who have established practice but who are looking to grow and take their business to the next level and truly believe in the power and potential of social media and technology. Currently, 100+ Advisors and growing.
We only work with "right-fit" advisors, one who has good intentions, offers great value and believes in hard work to build their practice. We do not have any "silver-bullet" to get you overnight success or "get-rich-quick" schemes.