RESOURCES FOR ADVISORS

Monthly Content For Social & Clients
(Retirement Niche)

The key to growing your business is consistently staying in front of your ideal prospects.
And the easiest way to do that is through relevant social media posts and growing your email list. 
Receive 12 pieces of content you can white-label and use as-is or edit as you wish. 

Every month you'll receive;

  • 2 Blog posts 
  • 2 emails for your client list or prospect list
  • 2 Video Script (3-6 minutes each)
  • 8 Social Media Text Posts

25 Advisors Max. 1 Advisor per zip code.

The 5-Step No-Ask Client Referral System

Referrals are the easiest and least expensive way to grow your business. 

But asking for referrals can harm the relationship with our clients. 

Using this 5 step system will help clients want to refer clients to you without you ever asking.

Inside this 43 Page Guide You'll Receive;

  • 2 Simple Reasons Clients Refer
  • 4 Questions You Have to Answer To Get A Referral
  • The One Critical Tool You Must Use
  • The 5-Step No-Ask Referral System
  • BONUS: 9 More Tips, Tricks, & Scripts To Get More Referrals

 

 

 

How To Attract Ideal Clients To You

We've tested virtually every client attraction method known to advisors(except for dinner seminars and cold calling).

And we've found the 3 that have worked the best with the least time commitment. 

This course will teach you;

  • How to create content on LinkedIn and Facebook that people will engage with.
  • Using Quizzes instead of Free PDFs/Guides to grow your email list. 
  • How to quickly record videos for social or YouTube without hiring an editor. 

The First Meeting Formula

Learn exactly what to say and do in the first and second meetings to turn prospects into clients for life.

Warning: this is only for advisors who truly care about their clients but they need help with communicating their value and their offer.