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Do It for the Plot
Can your entire team describe the value you provide to your clients, and what makes you better than others who do what you do? Set a goal this week to ensure that everyone on your team can recite your Ideal Client Profile, can describe what you do, and what makes you better. When they pass […]
The Scariest Place to Be
What would make a client fire their Financial Advisor on the spot and hire you? If you’re a high-end Financial Advisor, this question should consume you. If you’ve been hired to coordinate all the financial affairs for affluent families, this means you established a relationship of trust at some point. At a point, this family […]
If You Design for Average, That’s All You’ll Be
What We Can Learn from a Village Postman
The Art of Opting Out
How long will it take to acquire my next Ideal Client?
While the Lead Generation method we teach will have you interacting with lots of new people almost immediately, the most common question I get from Financial Advisors is, “How long will it take me to acquire my first Ideal Client using this method?” There are 4 variables that will determine the answer to that question. […]
The Two Client Acquisition Projects All Financial Advisors Must Master
As you may know, I’m working on a course about how I acquired more Ideal Clients faster than any other Financial Advisor on record, before or since. This is the most requested course we’ve ever created. My goal is for you to come out of this course with all the tools you need to beat […]
10 Hidden Benefits That Happen When You Focus On Unsolicited Client Referrals
While there are many successful client acquisition methods out there, none have a greater positive impact than focusing on Unsolicited Client Referrals (UCRs). As we discussed in my last post, UCRs occur when a client refers a potential client to you without any prompting on your part. The only way to receive Unsolicited Client Referrals […]
How to Grow Your Ideal Client Community Twice As Big In Half The Time
How successful are your current client acquisition methods? Are you adding new clients as quickly as you’d like? How much effort are you willing to make to increase the number of new clients you’re adding per week and per month? Does your rate of client acquisition depend entirely on you, the trusted financial advisor? Are […]
How I Acquired 1,242 Clients
As you may know, we are about to launch a new course for financial advisors based on the #1 question we receive from our members: “How did a single advisor ever acquire 1,242 clients? What specific methods did you use to acquire that many clients?” Ultimately, I transformed my business and now deal with […]