What is The Financial Advisor Mastery Program?

I have cracked the code for financial
advisers who are frustrated with their
businesses you know 2024 will be the
best year ever for those financial
advisers who make a decision to change
now if you’re happy with the status quo
well this video is not going to be for
you but if you’re a highly successful
financial adviser who’s secretly
miserable like I was for many years well
this video is worth a few minutes of
your time I’m markk McKenna and a little
over 20 years ago my team and I cracked
the code on finding and serving the most
successful affluent ideal clients now if
you’d have told me 20 years ago that
financial advisers in
2024 would still be utilizing the same
methods that clients
dislike I wouldn’t have believed you but
here we are so the fact remains that
your potential ideal clients are quite
frustrated with our beloved Financial
Services industry and you can crack the
code too so how did we figure it all out
well we asked affluent clients
themselves uh years ago we asked lots of
them and when we then implemented their
advice it it literally transformed all
of our lives so in a few minutes I’m
going to give you lots of resources to
find out all about it but here here’s
what we can say with authority about at
least the
opportunity there are millions of
multi-millionaires out there right now
who are willing and able to pay 10 and
20 times what they’re currently paying
but if only they could find the type of
service that they value the most and
they’re frustrated too they know what
they want from a financial advisory
relationship but nobody’s listening
these families are willing to pay
significantly more but they literally
cannot find what they’re looking for now
we think it’s insane that wealthy
families cannot find what they want at
any price and the fact is our industry
was set up to sell one size fits-all
services to the
masses and not to provide custom service
and that’s why it’s so hard for
financial advisers to distinguish
ourselves from the rest of the pack so
what did we do differently well we
ditched all of the traditional Sales and
Service tactics and we completely
revolutionized three critical areas of
the financial advisory experience first
is client acquisition I created a way to
acquire ideal clients using no sales
tactics no appointment setting tactics
or closing techniques of any sort
whatsoever I’m an introvert so I I had
to learn how to find and meet ideal
clients in the way that they prefer so
and potential clients truly appreciate
this since there’s never any selling or
closing
involved okay so the secondary is client
conversion so once we meet a potential
client we then provide a client
experience that is so extraordinary so
customized from start to finish that
hiring us at a premium rate is almost a
no-brainer so long as our services are
what they are actually
seeking and then the third area is
client service itself after we’re hired
we build and lead a high performance
team of skilled specialists in all areas
of Finance to deliver for the clients
now uh the the team’s goal is simple uh
I just tell them that you you your job
is to consistently exceed the client’s
expectations uh not just once but year
after year after year after year after
year now we know this works and it works
really well since we only measure
success by increases in our annual
client referral rate so uh serving this
type of client uh is definitely not for
everyone it it takes a financial advisor
with vision and one who understands this
level of service is required that
requires a team of
advisors uh a financial adviser who
realizes that service at this level is
not an individual effort uh a team of
Specialists is required to consistently
impress affluent clients of this type so
do you fit the profile of the adviser
that clients like this are
seeking so why am I telling all you this
to you and why now well for the last 15
years we’ve been sharing this with with
hundreds of financial advisers that we
know personally but we’ve barely made a
scratch in the market thus far we’ve
found uh that the most uh most financial
advisors that we deal with fall into one
of two categories there’s there’s the
ones who are not willing to make the
effort to provide this level of service
to clients who are begging for all of
this or it’s an adviser that is willing
to invest the time and effort required
to make it happen now let me tell you
what I believe I believe that this type
of success is not for everyone however I
also believe that there are financial
advisers out there right now who are
quietly frustrated and are willing to
consider ways of improving now I believe
that right now there are those who are
secretly as miserable as I once was
financial advisers who have have the
heart and the desire and the work ethic
that’s required to step up like I I did
and to take the initiative to do what it
takes so we’re opening the door to a
select group of I call them frustrated
veterans uh we’re focusing exclusively
on financial advisors who are successful
but who are unhappy about certain
aspects of their their business
financial advisers who are willing to
try something more fulfilling uh not to
start over but rather to create a
business within their business to serve
these ideal clients at a much higher
level now if that’s you and if you fit
the profile of a financial advisor that
the influent that the affluent are
seeking well then you’re destined to
exceed your wildest dreams and and and
we’re going to do everything in our
power to give you this opportunity on a
silver platter now once you begin
exceeding ideal clients expectations
well at that point you’re likely to be
the only game in town so competition is
a thing of the past now we’re going to
do everything in our power to help you
grab this opportunity that’s sitting
right in front of you now keep in mind
that it’s uh not that financial advisers
who study our methods don’t understand
our methods no uh it’s that once a
financial adviser does understand our
methods most are unwilling to make the
effort required so right now for the
first time ever we are opening the doors
to a select group of these frustrated
veterans and as I’ve said this is going
to require effort well this method is
not the 4-Hour Work week or some
Shortcut that promising results with
little or no effort you know but that
said in creating these methods I
acquired more clients and achie achieved
greater Revenue than any other financial
advisor in any coaching program I’ve
ever been in in the past 25 years so
with these methods I increased my annual
revenue by a
m258 th000 in 34 months now you you
really can achieve freedom of time and
money for yourself simply by committing
that every one of your ideal clients
achieves the exact same thing and then
delivering on that commitment to your
clients so why don’t you start by just
checking us out there’s nothing to buy
uh for the first time we’re now
publishing a massive amount of free
content for you uh much of which you can
access without giving us anything in
return no credit card nor anything else
we’re simply inviting you to check us
out find out who we are find out what
we’re all about and now for the first
time you can do this on your own you can
provide provide your own due diligence
on us and um without giving us anything
until you’re really deciding that you
want to move forward you don’t even have
to give us your email address we have no
desire to send out emails to anybody who
doesn’t want them so what we want to do
is focus only on the advisers who really
want to make progress in ways that have
never been taught before in the
financial services industry uh resources
that we’re offering at no charge just so
you can learn how it works so follow us
on LinkedIn or YouTube and and check out
our short videos as we put them out
regularly and also visit our site the
markof mastery.com now this is where
we’re posting all the little bit longer
versions of those videos so and I would
also recommend you check out my story uh
detail which is also detailed on our
website the markof mastery.com my story
is one of being an introvert who
eventually became the longstanding
number one top producer Nation wide at
my firm but who was quietly unhappy uh
an extremely successful yet at the same
time miserable advisor and how I cracked
the code and literally 10 xed my
business in less than three years and
became happy providing the services that
we provide so as I say exceeding
expectations of Ideal clients is not for
every financial advisor but if this is
for you then you owe it to your to
invest the time to check out what it
takes since we’ve decided to crank out
tons of free content why don’t you take
a little time and see if this high-end
business model is for you