THE ONLY COACH OF THIS KIND FOR TOP FINANCIAL ADVISORS
BUILD A PRACTICE YOU AND YOUR CLIENTS LOVE AND LEAVE A LASTING LEGACY OF IMPROVED LIVES
The Proven Framework for Financial Advisors Who Want To 10x Revenue While Freeing Their Time For The Things They Care About More Than Money.
The Problem All Successful Advisors Eventually Reach
How do you double revenue without doubling your work hours?
If you raise prices you’ll have trouble acquiring new clients.
If you get too many clients, you’ll have trouble serving (and retaining) them.
The FACT is that it’s easier to 10x your business than 2x.
This is because 10x gives you the cash to outsource the work, freeing up your time to focus on creating an Extraordinary Client Experience that’s worthy of the 10x fees.
FREE WEBINARS
for all Financial Advisors
All Times in US-Pacific
Craft An Extraordinary Client Experience WORTHY of 10x fees.
An Exceptional Client Experience NEVER Happens By Accident.
It all starts with a shift of perspective, taking an honest look at our beloved Financial Services Industry through the eyes of Successful, Affluent Ideal Clients.
IT’S ALWAYS THE CLIENT WHO SETS THE STANDARDS YOU’RE JUDGED BY
Remember this includes all 3 phases of the Client Relationship:
- Client Acquisition
- Client Conversion
- Client Service
And by the way: not being fired doesn’t mean they’re not hugely dissatisfied… it only means they haven’t yet found (or looked for) someone better.
No Login Required – Listen to the audio and download the checklist!
The Extraordinary Client Service Experience
Our Free Membership includes an entire level of training that details what successful, affluent clients truly value and are willing to pay the most for… and it’s not about financial products or serving their favorite coffee.
Financially speaking they want a Most Trusted Advisor who…
provides protection from financial losses or mistakes
pays attention to keep them on track to their financial goals
coordinates their other financial people as a unified team
provides transparency so they know that all recommendations are truly in their own best interest, not someone else’s
Free Membership includes an entire level of training. No Credit Card. Cancel any time.
But you don’t have to rely on referrals alone…
The Extraordinary Client Acquisition Experience
Affluent Potential Clients have very different expectations for learning about you, meeting you and hiring you. It’s important to meet them the way THEY prefer to meet you.
Approaching them with manipulative or traditional sales techniques won’t impress them. Remember, everyone else is doing that too, so clients already have the ‘typical’ financial services experience and they’re resistant to it. They’ve got gatekeepers to keep you away.
We coach non-manipulative, non-salesy ways to meet Potential Ideal Clients that is much more pleasurable for both you and the potential clients!
As you get to know them, they get to Know, Like and Trust you. Organically. Unforced.
You keep an Ideal Client Profile of the traits of people you KNOW you can serve incredibly well and whom you WANT to work with. Only those that FIT your profile get invited into your client community.
This way you’re relaxed and not annoying them by being ‘salesy’.
Free Membership includes several courses and more! No Credit Card. Cancel any time.
The Extraordinary Client Conversion Experience
After you have identified a Potential ‘Ideal’ Client (great mutual fit) and they know. like and trust you… THEN you invite them into your client community.
There are a few options for converting them into a client, depending upon the relationship you have built so far. Like everything else, this is a carefully crafted experience.
The vital part of this conversation is to ensure the Potential Ideal Client gets meaningful value from the meeting regardless of whether they become a client or not.
This way, even those who don’t buy are still willing to refer you to others – you’re a giver, not a taker.
Free Membership includes several courses and more! No Credit Card. Cancel any time.
Learn Directly From The Creator: Mark McKenna Little
Mark is an introvert with call reluctance who struggled deeply with traditional sales tactics when he started in the industry more than 40 years ago.
He began experimenting with non-manipulative sales strategies and successfully acquired 1,243 clients… but even as #1 Top Producer he ran into a common business problem.
Mark is an ordinary guy Financial Advisor, with a heart to serve. With so many clients, he worked insane hours, sacrificing family and health… and he hated knowing that he was still under-serving his clients.
Trading hours for revenue suddenly seemed like a job, not a business. He was technically self-employed, but it was not sustainable or scalable.
Mark realised that 80% of his time was spent serving 20% of this revenue, so he took the 20% revenue drop, politely disengaged from 1225 clients, and reinvested his recovered time learning how to deliver what his Ideal Clients were willing to pay a lot more for.
Within 3 years, adding ONLY Ideal Clients, he had 10x’d his business, then he doubled it again, all while working just 3 days per week.
Today Mark personally coaches Financial Advisors who want to rapidly transform their practices the way he did. He continues to actively research Affluent Clients and what works best for Top Financial Advisors.
Want To Know More?
We realise this is radically different than anyone else teaches and you probably have a million questions.
Our 40+ years of experience and research means we know a LOT about successfully Acquiring and Serving Successful, Affluent Clients – we’ve barely skimmed the surface here.
That’s why our Free Membership includes an entire level of training to help you get a solid understanding of how it all works. No credit card required, no obligations. Cancel any time.
Then you’ll be in a much better position to decide your next steps…
At the very least, you’ll never see financial services the same way again.