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

      The Internal Referability Project is an effective system for generating unsolicited client referrals. Consistently increasing client referrals means improving your skills at consistently exceeding your existing clients’ expectations.

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

      The External Referability Project, the primary subject of this course, is an effective system for consistently identifying & cultivating ample Potential Ideal Clients out in your community.

  • The Relationship File™ Project Module

    The Relationship File Project

    • 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

    Designing Your Schedule to Generate Wealth

    • 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.