The Only Game In Town
10 Game-Changing Strategies For Financial Advisors

Ian: Hi! This is Ian Hood.

Mark: And I’m Mark Little. Our beloved financial services industry has gotten it wrong for decades and/or unable or unwilling to provide the services which successful, affluent clients want the most from their relationship with their Financial Advisor.

When you do this business the way they teach it you get the worst of everything. The most unhappy clients, the least money per client and the most busy work. When you craft your business in alignment with the 6 Fundamental Laws, you get the best of everything. The happiest clients, the most money per client and the fun work.

Ian: These 9 courses represent a complete shift of perspective and we’ll walk you through the mindset changes that have taken us literally decades to assimilate. By sharing these with you here, we know that your transformation will be much faster and easier than ours was. It’s always easier if you don’t have to re-invent the wheel.

The biggest shift that you are going to make is to stop thinking like a Financial Advisor and to start looking at your business through the eyes of a successful affluent client who’s coming through your door for the first time.

If you can make that mental shift you’re going to have a whole new world revealed to you in these 9 Courses.

Mark: As transformational as these courses are, what we share requires no licensing or even experience in the financial services industry. We focus on blind spots and concepts which somehow have been almost completely overlooked in the financial services industry. These courses are for any Financial Advisor or Administrative Support Person as long as you serve individuals and families: Financial Planners, Investment or Stock Brokers, Tax Accountants, Estate Planning Lawyers and Insurance professionals.

Here’s a preview of what’s in these essential mini-courses.

In the first mini-course our approach to client acquisition and retention is based on 6 Fundamentals Laws. These laws reveal what it takes to impress a client. The importance of exceeding their expectations; the key is to building lasting trust and becoming indispensable.

In the next mini-course, has your business lived up to your expectations, hopes or dreams?

We introduce our perspective on the most important issue that should factor into your business plan such as: What do you enjoy doing?

Sales vs. Service? Strategy vs. Tactics? What actually constitutes a business not just by a legal definition and where are the biggest opportunities in the industry today?

In this next mini-course, we take an honest look at clients from their perspective rather than from ours by putting ourselves in their shoes we start to understand what it is they actually want and need from us and cannot find anywhere else. It’s not what you’ve been taught. Seeing ourselves honestly through their eyes is a profound change of perspective that reveals many new opportunities.

In the next mini-course, we introduce you to a completely different and more effective approach to Client Acquisition. One that attracts clients to do business with you rather than you hunting them and trying to persuade them with sales tactics. We will share how to reach new potential clients the way they prefer to meet you.

In the next mini-course, we confront the misconception that people don’t often give spontaneous unsolicited client referrals. We make the case that unsolicited client referrals are actually a natural compulsive behavior for all of us and that you can tap into that if you embrace the 6 Fundamental Laws.

In the next mini-course, we point out that nowhere is your competence more on display than in a client meeting but many clients dread these meetings for a variety of reasons. We will confront those issues and share the components of a meeting experience that clients will love.

Next we’ll point out the reports and statements that you put in front of a client demonstrate your mastery of the subject matter in the same way that we discuss the meetings themselves. We will expose the kinds of reports that clients dislike and suggest the kinds of reports that you can give clients that they’ll love and look forward to receiving from you then we make the case that Priority Management is more important than Time Management.

Will share with you how to prioritize your day so that you’re always getting done the things that matters most and we have an entire mini-course that explains to leverage your time, you can use technology or people but the reality is you’ll need both. We’ve learned The Best Way™ of building a team and growing your business while actually improving your client experience.

Congratulations on finishing this recording. Be sure to take the quiz before moving on to the next mini-course to assess whether you’ve absorbed all the essential concepts in this mini-course.

Also, if you haven’t printed out the workbook that accompanies these mini- courses, do that right now. You’ll find the link below each lesson. To get the most of The Mark Of Mastery™ essential complete the mastery exercises in the workbook before proceeding to the next mini-course.

Thank you for completing this course! This audio visual recordings and all associated materials are Copyright 2017 by Comprehensive Financial Services, LLC and may not be edited or redistributed in any fashion, in part or in full without express prior written permission from the copyright holder. All rights are reserved.