The Greatest Marketing Machine
Ever Devised for Financial Advisors

The Stress-Free System for Consistently Adding New Ideal Clients

• The Greatest Marketing Machine
  Ever Devised for Financial Advisors Course
  • The Only 2 Lead Generation Projects You’ll Ever Need Module

    The Internal Referability Project and The External Referability Project for quickly acquiring Ideal Clients.

    • 1. Internal Referability: Driving Spontaneous Client Referrals Lesson

      Replacing traditional ‘sales’ tactics, The Internal Referability Project is an effective system for designing an Extraordinary Client Experience that your Ideal Clients find indispensable to their lives, which is proven to exponentially grow the quantity and quality of your spontaneous, unsolicited client referrals.

    • 2. External Referability: Strategically Developing Your Reputation (this course) Lesson

      Replacing traditional 'networking' tactics, The External Referability Project is an effective system for strategically building your reputation within your community, which is the proven method that affluent, successful people (your Potential Ideal Clients) genuinely want to meet you... so you get to know, like and trust each other.

  • The Relationship File™ Project Module

    How routinely using one simple form will accelerate your business growth without using any sales methods, tactics, or scripts.

    • The Key To Being Unforgettable Lesson

      Becoming known as a person who always remembers every detail a person shares with you makes your reputation extraordinary. Being known for always remembering important details about a person is also The Mark of Mastery™.

    • The 4 Steps To Building Any Relationship Lesson

      The 4-step process for meeting as many new people as you need to acquire as many new clients as you want.

    • Using The Relationship File™ Lesson

      Effective practices for more easily implementing The Relationship File™ system.

    • Creating Your Ideal Client Profile™ Lesson

      Creating an Ideal Client Profile, an accurate profile of the client you serve best and most enjoy working with, to use as a filter for identifying Potential Ideal Clients or eliminating potential clients from consideration for Ideal-Client-Level services.

  • Designing Your Schedule to Generate Wealth Module

    Increasing the likelihood of meeting all your future Ideal Clients on-schedule, as-planned, and at the frequency you need to.

    • Taking Charge Of Your Priorities Lesson

      Finding ample time in your schedule to implement The Relationship File™ External Referability Project.

    • The Panic Button: How To Get Moving Without Getting Overwhelmed Lesson

      Don't panic if you experience anxiety or overwhelm as you implement a new system and skill like this. The key is to acknowledge these normal human reactions but to never give up. Use this section if ever you become frustrated or simply can't imagine getting out and meeting new people on a routine basis.

  • Implementation Module

    Realise Your Goals With This Proven, Step-By-Step Implementation Plan.