Grow Your Revenue Faster By Using This Proven First Meeting Process
See how Carl Richards, CFP® Grew His Advisory Practice into a Valuable Firm and Successfully Sold It.
"This proven system will give you the exact steps to follow so that you can authentically connect and differentiate yourself in the first and second meeting."
Your Instructor: Carl Richards, CFP®
Why do advisors struggle with proving their value and selling their services?
It’s because what we do is hard to explain.
And even harder for people to understand the value of ongoing financial advice.
Until now.
Once you understand our step-by-step process, you’ll be able to hold first and second meetings so that you can quickly grow connections with clients who want to work with you.
Tell me if this sounds familiar
You meet with a prospective client and you have an absolutely great meeting. You might even give them huge value by solving their immediate needs and answering all their questions.
Then they leave the meeting and say they'll be in touch ... and then you never hear from them again.
They just don’t see how you being their advisor is going to massively improve their life.
But once you start using our proven framework, you'll learn exactly what influences a client's decision to work long-term with a Financial Advisor
and
how to help these clients see that you're the right advisor for them.
Have you ever felt uncomfortable when clients bring up the
“So, what’s your fee”
question?
Real advisors don't like to sell hard, and our prospects don't want to be sold to.
Once you start using our step-by-step formula, it will take away all the discomfort and this part of the discussion will feel easy and natural.
Why prospects aren't committing after a great first meeting.
Once you realize that the smartest advisors don’t always win, the ones who are the best communicators do, you'll start to make an even bigger impact in your meetings and in the lives of your clients.
People want to work with an advisor who they feel a connection to, not the one with the biggest spreadsheet or the most data. Through these videos, Carl will teach you exactly what to do (and what to avoid) so that you become a master of the first meeting.
When you're equipped with the right verbiage and questions to take potential clients through the first meeting in a way that makes them feel connected and confident in your abilities to manage their finances, you’re going to be light years ahead of everyone else.
You really can help a lot of people. And the first step is finding a meeting framework that allows you to authentically connect with your future clients.
-Dave Zoller, CFP®
"If you've been looking for a consistent process to take prospects through, The First Meeting Formula will be a game changer for you."
"It gave me a simple, repeatable, and powerful technique along with the exact words to use to clearly communicate my value. "
Here's Proof The First Meeting Formula Works
"I now have a proven system in place to turn great prospects into paying clients. "
Scott Campbell
"This has elevated my game tremendously. My meetings are much more meaningful now… it’s amazing. I love this program."
David M
"This has transformed my conversations. The whole dynamic and relationship has changed with existing clients."
-Martin Morris
"Absolutely awesome!! I used these very strategies this morning and it felt amazing! The client's exact words were, 'I wish I could've met you in my 20's!' A second appointment is on the books and both the client and I are excited about it! "
Anthony B
"The first meeting question definitely helps me to connect more quickly with prospective clients – there's a level of relatedness that exists after they talk about money which can be tougher to get to with goals."
- Meredith S.
"My business has changed dramatically since implementing the material, but almost more importantly my mindset, confidence and communication skills have all increased. "
-Scott Campbell, CFP, CCS, CHS
Learn how to use this proven first meeting process to quickly build trust and onboard more clients than ever before.
MODULE 1
The Pre-Meeting Setup
You’ll learn:
- What to do and say before the meeting even starts;
- How to communicate your uniqueness to stand above other advisors;
- What to avoid in the First Meeting;
- Where and how to host the meeting to get your potential clients to open up.
MODULE 2
Connect Quick: How to Quickly Build Trust in The First Meeting
You’ll learn:
- The proven scripts that tell you the EXACT words to say to connect with prospects in the first three minutes of meeting;
-
The method you can begin using immediately to start having better first meetings this week;
-
How to remove any skepticism clients may have;
- How to build a year's worth of trust in under and hour.
- The right questions to ask at the right time.
MODULE 3
Creating The One-Page Plan
You’ll learn:
- How to get prospects excited about receiving their own One-Page Plan;
- How this One-Page Plan will completely differentiate yourself from every other advisor;
- Why clients believe one page is 100x more valuable than the 50-page binder;
- The 20-minute plan creation process.
MODULE 4
How to Deliver The Plan and Get Clients To Work With You For Life
You’ll learn:
- What to say in the second meeting for your greatest chance of a prospect working with you long-term;
-
How to feel totally and completely comfortable discussing fees;
-
Gain confidence in your value as an advisor;
- The proven pattern used by hundreds of successful advisors and how to frame your services so that clients want to work with you.
Since I've introduced my new discovery process, followed then by the One-Page Plan presentation, my close rate has been 100%.
Scott Campbell, CFP, CCS, CHS
WHAT'S INCLUDED:
- The complete First Meeting Course.
- 12 video lessons with step-by-step teaching from Carl Richards, CFP®.
- Lifetime access.
- 100% online access so you can watch the material on any device.
- Implementation worksheets and guides to save you time and expedite your results.
- Word-for-word scripts you can tailor to fit your unique voice.
- All lessons available immediately so you don’t have to wait to start implementing them..
Frequently Asked Questions
As soon as you purchase, your spot is secured and you’ll be emailed a login and password to gain access to the course.
The content is digital, so you can log-in to access the videos and content 24/7—even while you’re on the go.
You’ll have immediate access to all the First Meeting Formula course and can work through it at your own pace.
There are 12 video lessons with a total watch time of 2.5 hours
Forever! And you get unlimited updates as we continue adding to and improving the way real financial advisors are growing their businesses.
Yes. We've had advisors in over 12 different countries use this First Meeting Formula successfully.
Canada, Australia, UK, Italy, India, South Africa, Germany, South America just to name a few.
You can see results during your next first meeting with a prospect.
As you keep practicing, the meetings will only get better and better.
We have seen advisors start implementing the material the very next day after watching the videos.
Anthony did exactly this and emailed me:
"I used these very strategies this morning and it felt amazing! The client's exact words were, 'I wish I could've met you in my 20's!' A second appointment is on the books and both the client and I are excited about it!"
So it’s up to you how fast you’d like to start seeing results.
Once the timer hits 0:00 the discount goes away and enrollment is closed.
The regular price is $2,000 but with the current discount it’s $1,497.
So, here is the deal on refunds. We pride ourself on high quality programs that actually get results ... if you put the work in. Meaning, if you do what Carl teaches you, good things happen. If you don’t do it, nothing good happens. Surprising, right?
If within 30 days, if you are unhappy for whatever reason just email me at [email protected] and I'll send you a full refund.
“This is my 18th year in the business and I’ve invested a lot of money in training over the years.
Your program has had the most impact of anything I’ve done. Thank you for what you do.
The ROI is infinite.”
-Trent M.
Enrollment Ends In
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DAYS
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GET ACCESS TODAY
$2,000
$1,497 USD
SAVE $500
- Immediate Access to The Entire First Meeting Course taught by Carl Richards, CFP®
- Lifetime Access and Updates
- Word-for-word scripts
- Implementation worksheets
- Bonus #1: Selling Though Zoom
- Bonus #2: LinkedIn Marketing Secrets
- 30-day money-back guarantee
$550
$417
FOR 4 MONTHS
- Immediate Access to The Entire First Meeting Course taught by Carl Richards, CFP®
- Lifetime Access and Updates
- Word-for-word scripts
- Implementation worksheets
- Bonus #1: Selling Though Zoom
- Bonus #2: LinkedIn Marketing Secrets
- 30-day money-back guarantee
Our Guarantee
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 and I'll send you a full refund.
BONUS #1
Selling Through Zoom
Video Training Taught by Dave Zoller,CFP®
(Released in December)
We know that sales processes have changed dramatically since COVID.
- We're forced to hold more phone and video calls vs in-person prospect meetings.
- It's harder to build trust and rapport when we're not face to face.
- It's more difficult for people to trust us with their life savings if they've never met us in person.
So we changed these 5 things in our first and second meeting and we've had incredible results.
- The length of the meeting
- The cost of the plan
- The amount of prep we do (less)
- The framework of our conversation
- The 2 visual models we draw for everyone we talk to.
#5 has made the biggest impact of all.
In the first 2 weeks after incorporating these 2 drawing models into our first and second meeting, we brought on 2 new clients entirely through zoom with over $21,000 of annual revenue from AUM.
(These 2 clients paid for this course 14X over!)
The reason this works is because when you draw, you draw people in.
It makes them feel like you're in the same room.
BONUS #2
LinkedIn Prospect Attraction Secrets
Video Training Taught by Dave Zoller,CFP®
(Released in December)
I know that "hate" is a strong word. But I'm pretty sure I hate how many spammy LinkedIn mesages I get daily.
So I've vowed never to use that method for our firm.
Instead, I decided to learn how to create content that my prospect actually want to read and watch.
Not the same pre-fabricated content that every other advisor uses.
Over the course of a year, I was able to grow a following of over 8,000 people.
Now, people reach out to me via LinkedIn message to work with me. And when we talk, the most common phrase I hear is, "I feel like I know already know you".
I'll give you:
- What's working right now to get clients from LinkedIn.
- Example content that gets the most views and engagement.
- Templates you can use and edit to shortcut the results.
Enrollment Ends In
00
DAYS
00
HOURS
00
MINS
00
SECS
“This is my 18th year in the business and I’ve invested a lot of money in training over the years.
Your program has had the most impact of anything I’ve done.
Thank you for what you do. The ROI is infinite."
-Trent M.
GET ACCESS TODAY
$2,000
$1,497 USD
SAVE $500
- Immediate Access to The Entire First Meeting Course taught by Carl Richards, CFP®
- Lifetime Access and Updates
- Word-for-word scripts
- Implementation worksheets
- Bonus #1: Selling Though Zoom
- Bonus #2: LinkedIn Marketing Secrets
- 30-day money-back guarantee
$550
$417
FOR 4 MONTHS
- Immediate Access to The Entire First Meeting Course taught by Carl Richards, CFP®
- Lifetime Access and Updates
- Word-for-word scripts
- Implementation worksheets
- Bonus #1: Selling Though Zoom
- Bonus #2: LinkedIn Marketing Secrets
- 30-day money-back guarantee
Our Guarantee
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 and I'll send you a full refund.
