Do you feel like compliance is dulling your client attraction sword? It doesn’t need to!
Join me on: Thu, Aug 20, 2009, 2:00 PM - 3:00 PM (All dates and times are US Eastern)
I am going to show you what to do in order to get things compliance approved for serious client attraction. Each firm, Region and office is different, however, there are some real compliance / client attraction secrets that YOU need to know to make things happen in a BIG way no matter where you are!
I am going to share with you what I call ~
The 3 TOP Secrets to Working w/ compliance
for YOUR Client Attraction.
Check out my short video to preview the call ~
This is a really special call for Masters Circle members!
On this call I am also going to give you ~
The 3 most common mistakes that advisors make
when they are looking to get their marketing
and client attraction pieces approved.
Once you know these things you will automatically be MUCH more effective at getting things approved quickly and with ease.
This is going to be a different kind of call!
I am going to show you exactly what to do in:
The 3 Top Secrets AND The 3 Most common mistakes to avoid THEN I am going to leave extra time for questions because YOUR questions are hugely valuable as a learning experience.
Why do I know all of this? Because I was a Branch Manager which meant I was ultimately in charge of compliance approval for all advisors in my branch. I know how the compliance officers think, how the firm attorney’s think and how the Regional Directors think when it comes to approving marketing and client attraction systems.
Before I was a Branch Manager, as you know, I was a “very” successful advisor. I was extraordinarily good at getting my pieces and systems compliance approved with ease. This is because I really understood how to communicate it and how to work with them for a positive approval.
I am going to share this ALL with you on the call so you can benefit and start getting your things approved quicker and much more easily!
Talk to you on the call!
Kirsten
This call is for Inspired Advisor Masters Circle Members if you are not already a member then sign up here NOW!
