See What's Possible For You
DISCOVER WHAT MAKES YOU
DIFFERENT
FROM OTHER FINANCIAL ADVISORS
So That You Can DOMINATE Your Market, ATTRACT Your Ideal Clients, and SERVE More People
DISCOVER WHAT MAKES YOU
DIFFERENT
FROM OTHER FINANCIAL ADVISORS
So That You Can DOMINATE Your Market, ATTRACT Your Ideal Clients, and SERVE More People
We've Helped HUNDREDS of Advisors STAND OUT From The Crowd!
And Now It's Your Turn!
Homer Smith
2X'd Business After ONLY 10 Months
"We doubled our business in the 10 months we have been working together. We could not have done that without you and the culture we are creating. From uncovering our true identity to attracting and closing our ideal clients using your frameworks. And, we’re really just scratching the surface and can’t wait for what’s to come."
Blaine Greer
Blaine Greer
35% Revenue Increase In 6 Months
"In the past 2 months, I have had 11 high-net-worth prospects come to me to do business. This is the first time in my business my ideal clients are pursuing me. I am more bold and direct than I have ever been. We have a 35% increase in revenue over a 6-month period."
Lan Shaw
Lan Shaw
2 Largest Clients Closed In Month 1
"Before I started working with Chris and his team, I was not sharing the story of who I was or why I had such passion for being an advisor. His process helped me uncover my authentic story and also gave me the courage to share it with the clients I felt most called to work with. I was able to bring on the two largest clients in the history of my firm in one month!"
YOU ARE A NOT A COMMODITY SO YOU MUST BRAND YOURSELF DIFFERENTLY
Many financial advisors that come to us are focused on everything BUT their CORE PROBLEM.
We hear it all the time:
"We paid thousands of dollars for leads, but they just won't move forward with us."
Oftentimes a lack of leads isn't the problem.
And the platform you're promoting on isn't the problem either!
It's the lack of clarity of who you are, who you serve, and most importantly, what makes you DIFFERENT.
No two financial advisors are the same, and yet most people can't see the difference in value.
So this is YOUR opportunity to win.
So that brings us to one of the most important points:
If you can't be CLEAR on what you makes you different, you could spend HUNDREDS of hours and THOUSANDS of dollars on reaching MORE people, but at the end of the day, you'll just be a commodity.
You'll be "just another financial advisor" and you'll be no different from the other THOUSANDS of financial advisors that your leads can easily choose from.
That's why MORE leads isn't the answer...
And quite frankly higher QUALITY leads only make up a fraction of the equation.
If your prospects are going to competitors, ghosting you, or staying on the fence about working with a financial advisor at all... something needs to change!
Otherwise, you'll get stuck in the never-ending cycle of promoting your business, getting GREAT LEADS on the phone, and getting ghosted because the prospect "went a different direction."
Work with us, and we'll help you go from losing leads to your competition (who has differentiated themselves FROM YOU) to truly making every lead a high probability of a NEW client.
YOU ARE A NOT A COMMODITY SO YOU MUST BRAND YOURSELF DIFFERENTLY
Many financial advisors that come to us are focused on everything but their CORE PROBLEM.
We hear it all the time:
"We paid thousands of dollars for leads, but they just won't move forward with us."
Oftentimes a lack of leads isn't the problem.
And the platform you're promoting on isn't the problem either!
It's the lack of clarity of who you are, who you serve, and most importantly, what makes you DIFFERENT.
No two financial advisors are the same, and yet most people can't see the difference in value.
So this is YOUR opportunity to win.
So that brings us to one of the most important points:
If you can't be CLEAR on what you makes you different, you could spend HUNDREDS of hours and THOUSANDS of dollars on reaching MORE people, but at the end of the day, you'll just be a commodity.
You'll be "just another financial advisor" and you'll be no different from the other THOUSANDS of financial advisors that your leas can easily choose from.
That's why MORE leads isn't the answer...
And quite frankly higher QUALITY leads only make up a fraction of the equation.
If your prospects are going to competitors, ghosting you, or staying on the fence about working about a financial advisor at all... something needs to change!
Otherwise, you'll get stuck in the never-ending cycle of promoting your business, getting GREAT LEADS on the phone, and getting ghosted because the prospect "went a different direction."
Work with us, and we'll help you go from losing leads to your competition
(who has differentiated themselves FROM YOU)
to truly making every lead a high probability of a NEW client.
ENJOY PRIVATE 1-ON-1 COACHING
WITH 2 DIFFERENT ROUTES CAREFULLY DESIGNED FOR FINANCIAL ADVISORS
ENJOY PRIVATE
1-ON-1 COACHING
WITH 2 DIFFERENT ROUTES CAREFULLY DESIGNED FOR FINANCIAL ADVISORS
Option #1
FOR INDIVIDUALS
You will get all of this:
MONTHLY 1-ON-1 CALLS
Sit down with your dedicated advisor who will walk you through a game plan uniquely fit to your firm's needs and goals.
WEEKLY GROUP CALLS
Get trained LIVE alongside fellow financial advisors on all things marketing, sales, team transformation, and leadership and get personalized advice in a Q&A format.
ONLINE STEP-BY-STEP VIDEO-BASED EDUCATION
Access and study step-by-step video trainings at your own pace, re-watch recorded calls whenever you like, and fully master the principles that have made our clients extremely successful over the last decade.
ACCESS BONUS RESOURCES & DONE-FOR-YOU ASSETS
We'll provide you everything you need to be successful in growing your firm by differentiating yourself from the countless financial advisors and wealth managers in the market.
Option #2
FOR TEAMS
You will get all of this:
FREQUENT 1-ON-1 CALLS
This is a step ABOVE the program for individuals as you will have one of our highly experienced advisors meet with you FREQUENTLY to keep you accountable, walk you through countless actionable steps, and give you access to additional resources to enable your long-term success.
ONLINE STEP-BY-STEP VIDEO-BASED EDUCATION
Access and study step-by-step video trainings at your own pace, re-watch recorded calls whenever you like, and fully master the principles that have made our clients extremely successful over the last decade.
ACCESS BONUS RESOURCES & DONE-FOR-YOU ASSETS
We'll provide you everything you need to be successful in growing your firm by differentiating yourself from the countless financial advisors and wealth managers in the market.
YOUR AUDIENCE CAN SMELL YOUR
LACK OF AUTHENTICITY
And it's killing your deals before you even get to pitch your leads.
Aside from differentiating yourself from the THOUSANDS of financial advisor options that your audience has access to, are you presenting yourself as YOU?
Or are you only showing a version of yourself with inauthentic performance habits that you think are working even though your results don't reflect that?
Most people have a 3rd eye for "feeling off" about somebody, and that feeling comes from inauthenticity.
Your leads KNOW when you're just saying something to get them to like you or buy from you.
Your leads KNOW when you're desperate for the sale and are getting anxious or impatient because you REALLY want the call to go your way.
And your leads have ENDLESS OPTIONS to choose from, and won't feel the need to move forward with you if they "feel off" about you.
If they didn't feel off about you, they'd be rushing to pull out their wallets to pay you money...
That's not the case.
So working on figuring out who YOU ARE and how you can best identify and present yourself is part of what we do well and WHY our clients are so successful.
Most financial advisors skip over this part and think an expensive marketing plan will solve all their problems.
This is yet again how you can rise above the noise and present yourself like the life-changing financial partner that your audience has been looking for...
instead of "just another financial advisor" in a sea of advisors.
YOUR AUDIENCE CAN SMELL YOUR
LACK OF AUTHENTICITY
And it's killing your deals before you even get to pitch your leads.
Aside from differentiating yourself from the THOUSANDS of financial advisor options that your audience has access to, are you presenting yourself as YOU?
Or are you only showing a version of yourself with inauthentic performance habits that you think are working even though your results don't reflect that?
Most people have a 3rd eye for "feeling off" about somebody, and that feeling comes from inauthenticity.
Your leads KNOW when you're just saying something to get them to like you or buy from you.
Your leads KNOW when you're desperate for the sale and are getting anxious or impatient because you REALLY want the call to go your way.
And your leads have ENDLESS OPTIONS to choose from, and won't feel the need to move forward with you if they "feel off" about you.
Something has to change.
If they didn't feel off about you, they'd be rushing to pull out their wallets to pay you money...
That's not the case.
So working on figuring out who YOU ARE and how you can best identify and present yourself is part of what we do well and WHY our clients are so successful.
Most financial advisors skip over this part and think an expensive marketing plan will solve all their problems.
This is yet again how you can rise above the noise and present yourself like the life-changing financial partner that your audience has been looking for...
instead of "just another financial advisor" in a sea of advisors.
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