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The Mark of Mastery™

We teach Financial Advisors how to become 'The Only Game In Town'

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Preparing to Exceed Client Expectations

  • Preparing to Exceed Client Expectations Course

    Design your ideal business and understand where it is right now. Then develop a strategy for getting there that includes action plans for every roadblock.

    • Vision and Goals: Make This Your Best Year Ever! Module

      Create a vision of your ideal future so compelling that you'll do whatever it takes to achieve your goals. Learn and develop disciplines to help you succeed in actualizing your vision.

    • Annual Recurring Revenue Exercise Module

      Develop a specialized list of existing and potential clients that will guide you step-by-step through building your Ideal Client Community.

    • Potential Client Interaction Time Module

      Learn why the most important number to track is the amount of time you spend interacting with potential clients, and begin tracking your PCI Time immediately.

    • Setting Your Compensation Module

      A new model for delivering financial services requires a new method of compensation. Learn how you'll get paid, and what you'll get paid to do under this new model.

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  • Preparing to Exceed Client Expectations
    • Vision and Goals: Make This Your Best Year Ever!
      • Introduction
      • Day 1: Breakthrough
      • Day 2: Liberation
      • Day 3: Focus
      • Day 4: Resolve
      • Day 5: Motion
      • Launch Day
      • Parting Shot
    • Annual Recurring Revenue Exercise
      • Introduction
      • The Two Crucial Numbers
      • ARR Exercise, Part 1
      • ARR Exercise, Part 2
      • ARR Exercise, Part 3
      • ARR Exercise, Part 4
      • ARR Exercise, Part 5
      • Dealing with Non-Ideal Clients
      • Maintaining the Annual Recurring Revenue Exercise
      • Parting Shot
    • Potential Client Interaction Time
      • Introduction
      • Increasing Your PCI Time
      • The Four Key Metrics
      • Accountability
      • Your Action Plan
    • Setting Your Compensation
      • Video: Crossing the Chasm to Advisor P.A.C.T.
      • Video: 5 Steps to Setting Your Compensation
      • Video: Addressing Compliance Issues
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