Turn Prospects Into Clients

By learning the 4 triggers that increase your value in their eyes. 

“The year we started applying the “Advisor Value Formula” to our 1st and 2nd meetings, is the year we started to take off.”

"I've never seen any training like this before. This is the golden ticket"-Christian D.

The reason prospects say “No”

to working with you is because they believe the value you provide is below your cost. (We both know that already :) 

But once you learn the “Advisor Value Formula”, you’ll know the right things to say and do in the 1st and 2nd meetings to raise your value line well above the cost line so that it’s a no-brainer for your prospective client to work with you. 

This isn’t theory, it’s the proven framework we’ve been using at Streamline Financial since 2021 and is a key reason we’ve been able to grow so rapidly.

The first 12 years

of being an advisor, I experienced average growth, but the big shift came when we started applying the formula and “Value Vocabulary” in the 1st and 2nd meeting. It's what has allowed us to quickly connect, differentiate, and elevate our perceived value, which has led to our increased client conversion rates. 

It's not about hard selling; it's about fine-tuning your communication & persuasion by using the 4 value triggers of the formula to make every prospect see your undeniable worth.

Over 100 advisors have learned and applied this method to their advisory businesses and have seen amazing results. (You’ll see their testimonials at the bottom of this page)

The 4 Problems We Face

1. Advisors who are 10/10 at the technical part of being an advisor but a 3/10 communicator will be seen as a 3/10 advisor by their prospects. And they’ll continue to lose to the better communicator. 
2. The existing training for advisors is being taught by insurance/brokers selling products, using old-school techniques.
   Or by consultants who are not advisors and can’t test and adapt the strategies that actually work.
3. Those previous methods are for transactional relationships and don’t help those advisors who need to communicate the value of an ongoing relationship.
4. No one speaks to the 4 psychological factors in our prospect's mind that either increase or decrease your value. 

This is why the Advisor Value Formula is so powerful and why I'm changing it to invitation only. 

My goal is NOT to get this in the hands of as many people as possible. Maybe if this was my sole business and I wanted to maximize growth, then it probably would be. Thankfully Streamline Financial is doing pretty well. 

Here’s My Goal:

To find good advisors, who:

• Care about their clients &
• Are great at the technical part, but not the communication or persuasion part. 

Then give them the shortcuts to quickly improve it. 

In short, I want clients to work with great advisors versus getting persuaded by salespeople who don’t care about their clients like you do.

Here's What's In The Course:

Your Personal " Value Coach" To Give You Feedback For Free

This is a breakthrough I discovered in 2023. 

Over the past few years, I’ve been able to help some advisors one-on-one by teaching our method to increase their value and get more clients. Plus provide feedback after meetings. 

But I don’t have the time to do that for everyone and the cost would be $15,000 to work one-on-one for a month. 

So since I’m not able to do that for you, I've done the next best thing. 

I found a way for you to get one-on-one sales and “value coaching” feedback on your meetings so that you can continually improve your communication and your offer. 

 Here’s how:

How Has This Helped Advisors?

I've been teaching advisors(outside of my firm) this model for 3 years and many have seen a 5x to 10x return of the enrollment cost in a few short months. 

I tested out this method for the first time and it was a slam dunk. My now-client said he received more value in this one meeting than an entire year with his previous advisors.
That one client paid for 5x the cost of this course.

-Eric Fox 

My Guarantee: 

I can’t guarantee you’ll see results like Eric, but I can guarantee that you have a full 30 days to see if the course is right for you. If you go through the course, use the methods we teach, and it doesn’t help you turn a prospect into a client, email me at [email protected] within 30 days of purchase and I'll send you a full refund.

Bonuses

I continue to add new videos over time as we continue to make our Streamline Playbook Better. Here are a few videos that will be available to watch in the next 21 days. 

1. Our #1 Most Successful Client Attraction Method
2. How to Turn DIYers into Lifelong Clients
3. Ongoing Client Value: I'll be uploading our Client Review Template we use to provide ongoing value to clients every year. 
4. The Secret To Being More Engaging. Tonality & 2 New HNW Clients This Past Month
5. My favorite Sketch that Motivates Them To Take Action now

Here are your 3 options for 2024:

1. Keep doing what you’re doing. If you already have a high conversion rate and ideal prospects are choosing you over others, then maybe you don’t need this.
   BUT if you’d like to increase your value by using the 4 triggers and value formula, you have 2 other options
2. Do it yourself. Study books, podcasts, courses, etc on value, persuasion, and communication and apply it to your existing framework. Then keep iterating and making it 1% better until you have the ideal method.
   If you have a lot of time, then you can probably pull it off. Or you can…
3. Use our proven playbook that we’ve developed for years that is already working at Streamline Financial and for dozens of other advisors.

⬆️ Pick the best option for you. ⬆️

Since you’ve made it this far, I think you’re the type of advisor that will benefit from this course. 

 But again, if you get in and it’s not for you, email me within 30 days and i’ll send you a full refund.

"I’ve never seen any training like this before.
The process and flow of these meetings is far better than anything we've done at our firm. 
This is the golden ticket."

-Christian D.

"Seeing the exact script and process Dave and his team use to onboard prospective clients made this course well-worth the investment.
It's clear they test what works and we get the benefit of seeing that all in this course.
I highly recommend it."

-James Conole, CFP®

"I loved every second of the program and used everything I learned immediately that day!
Both meetings went great. I'm printing this PDF template and will probably use it for the rest of my career."

-Coty B. Financial Advisor

"I watched 70% of the videos the day I signed up for this course. Then the next day I had a prospect with $2M+ choose to work together IN the first prospect meeting.
Granted, this prospect was moving from another advisor so they already knew the level of service they needed and wanted. So it was a bit "easier" than most prospects who are starting to work with an advisor. But, the videos did help me remember the whole bottom part of the equation like time and effort."

Michelle Smalenberger, CFP®

"There is a LOT of value in this course.
Regardless if you are just starting or been at this for 20+ year like me.
Not only are the videos informative, they are short and have actually physical deliverables that go along with them.
All good advisors study strategies and tools to be better at their craft, but the elite advisors work on their words, effective communication, and language.
This course does all of that and more."

-Tim D. 

"I want to share with you that I implemented your method and it was a smashing success!
The couple became clients and listened to every last recommendation.
All in all, I am very excited to get away from using those boring PowerPoint slide shows and just get into a real conversation!
Thanks, Dave, I’m grateful for you!"

-Robert

"Dave's delivery of the training in this course is unparalleled. 
He delivers the content in a methodical and organized way that is not overwhelming, and he walks alongside you as you learn each step of the process.
Additionally, he provides templates of each part of the process for you to customize to fit your firm, so no recreation of the wheel is required.
This training has changed the way I operate with prospects and clients in my business and has provided a very good groundwork for efficient growth."

-Eric F.

"Solid, actionable advice from one advisor to another.
Get in on this!"

-Bily Xiao, CFP®

"This Intro-Call Framework moves people from "I don't know" to "Let's do it"!

-Will H.

"Dave has some really great ideas and does a great job walking you through his process.
I love that he doesn't just talk about his ideas, but actually provides examples and templates you can adjust to fit your style. It's awesome walking away from a training having concrete things you can improve on."

-Brock Alvord, CFP®

"The program is great. It has helped me take my Value Prop to a higher level.
Dave and his team have really honed their talking points to help me effectively communicate my value to my prospective clients."

-Alan Melanson, CFP®

"I was only made aware of Dave's content for financial advisor recently, but have truly been impacted by his willingness to share their process. Many advisors talk about helping other advisors and understanding that there are more than enough clients for us all, but Dave truly lives it."

Eric Blake, CFP®

"I tested out this method for the first time and it was a slam dunk. My now-client said he received more value in this one meeting than an entire year with his previous advisors. That one client paid for 5x the cost of this course."

-Eric Fox 

"I appreciate how thorough each step is. I've got the exact script to use.

It's obvious these have been applied in real life with prospects and clients."

-Brian A. CFP®

"The way you teach communicating our value is subtle yet powerful.
Extremely thorough job of explaining the plan and showing the added value along the way. Bravo! "

-Will H. Financial Advisor

"This is a great framework for systematizing your introductory meetings to ultimately bring on more clients. In order to scale and grow my firm I've been searching for ways to better streamline the onboarding process and this framework fits the bill.
I'm looking forward to mastering the process and putting some of my own language on it to customize for my client base."

-Eric Douglas

"The course gives a clear client meeting framework for financial advisors to implement that provides a high quality experience and massive value!"

-Michael Kahric, CFP®

"Great entry-to-advanced advisor program for adding value where it counts with your prospects and clients. Your transparency is appreciated and commendable. Thanks Dave!"

-Dan Cronin

"Dave is a very clear communicator and lays out advanced techniques in an easy to understand way. I highly recommend Dave and his course to any advisor looking for a system to help them grow a successful business."

-Robert Guy

"Absolutely love the process and the thoughts and explanation behind the why and how. It just makes sense and is laid out perfectly."

-Brent Lowe

"Dave's simple one page financial plan helps clients see and understand the value that we as Advisors are giving to them in the financial planning process."

-Pet Tychsen 

"If you want to pull together all the best stuff you've seen from Dave's YouTube videos into a practical, advisor focused course and get insight into his firm's iterative process of testing what works well, then I think this is easy money spent."

-Matthew Nelson, CFP®, AIF®, ECA® 

"I've had, what I can only describe, as the privilege of undertaking an online course by Dave, and I must say it has been a transformative experience for my business. The course provided invaluable insights and practical information that I could implement immediately. The depth of knowledge shared by Dave has not only boosted my confidence in client meetings but has also significantly enhanced my strategic approach to the future growth of my financial planning firm. I highly recommend this course to fellow financial planners seeking practical and impactful strategies for their businesses."

-Kevin Wood, CFP Oak Four Financial Life Management UK

"This values-based course has provided common sense and useful procedures. It has been very helpful in teaching how to move clients forward in a meaningful and empowering method. I am looking forward to success using the streamline process."

-Mitchell Bloom 

"Dave is amazing at teaching the fundamentals and details of the right way of being valuable as a financial advisor. I am so happy to have invested in this course. No doubt you're career will be much more fun going through this process. Thank you!"

-Alan A. 

"This course was well worth it. It really helped me."

-Biran Herndon

"I've done a lot of trainings for advisors over the years, and your program walks through the actual process with a step-by-step detail that is simple, elegant, and impactful".

- Greg D.  CPA/PFS, CFP®

"I used other 'advisor courses' with some success. I like your flow much better.
A well-thought-out plan of action anyone can follow."

-Eric B. AAMS

"Really well-done course! It's delivered value many times the cost."

-Dan Dawson, CFP®