How to Create and Communicate Value
The First Meeting Formula

You'll Learn;

  • Exactly what to say and do in the first and second meetings to turn prospects into clients for life.
  • How to create and communicate your value.
  • How to use the 4 elements of the "Value Formula" so that the cost of advice is never a barrier for clients. 
  • The 1-Page Plan & how to use it effectively

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

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 7 pieces of content you can white-label and use as-is or edit as you wish. 

Every month you'll receive;

  • 1 Blog post 
  • 1 emails for your client list or prospect list
  • 1 Video Script (3-6 minutes)
  • 4 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 39 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 Ultimate Goal Achievement Framework For Financial Advisors


Discover the Goal Setting Framework Top Advisors use to achieve game-changing results in their business.

This proven goals method will help you identify your next most important goal and accelerate its achievement so that you can build the advisory practice and the life you want. 

You'll get;

  • The complete Financial Advisor Goal Setting and Achievement Framework
  • How to identify your next most important goal you need to achieve.
  • 7 video lessons for each step of the framework. 
  • The Ultimate FA Goals Workbook to guide you from start to finish.