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Leveraging strategic alliances with local businesses to bring in more new clients

Tue, Apr 28, 2009, 2:00 PM - 3:00 PM

(All dates and times are US Eastern)

For Inspired Advisor Masters Circle Members

On this call I am going to teach you exactly how to form strategic alliances with local businesses to bring in a lot more of the great clients you want! This is such a fantastic way to attract assets and clients because it’s a win win for everyone ~ and it works! On a personal note, some of my most successful events were partnerships with local businesses.

As a matter of fact, I am going to tell you about one partnership that attracted an average of 8 million an event into my business. Wooo hooo! It was tons of fun too! (more…)

Tue, May 12, 2009, 2:00 PM - 3:00 PM (All dates and times are US Eastern)

Rookie Success teleclass: Attract Lots of Assets & Clients in your first 2 years

I am going to share with you the two most important secrets in bringing in clients in your first 2 years in the business. When you can do these things well, you will gain huge success in attracting assets and clients. So many FAs struggle with positioning themselves with prospects at the beginning of their career. There is a way of doing it without struggling and fretting but rather opening up the flood gates for lots of assets and clients coming your way.

As a beginning FA I mastered these two things and I have taught it to a great many beginning FAs who have achieved huge success in their first few years. I am really looking forward to teaching it to you too! Join me on this 1 hour teleclass to learn what the two things are and how to become really really good at them.

I can’t wait to teach you the two things and be a part of your HUGE success!

To attend the call or access the recording you must be member of the Inspired Advisor Masters Circle. For only $38.95 you can access this call and all the upcoming calls including personalized laser coaching to attract clients to YOUR business!

Get access to my proven how too and step-by-step client attraction systems that have helped a great many financial advisors bring in tons of clients AND work less hours!