Financial Advisors: "If I Can't Get You More Clients, You Don't Pay a Dime!" [VIDEO]
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Financial Advisor Marketing Mastery: The Complete Course for Getting More Clients
Need help? Have questions? Call 937-REVENUE or send an email to email@example.com.
If you're a financial advisor, your life is about to change forever. Here's why...
I've helped thousands of financial advisors get more clients.
Nearly every financial advisor has gone on to make more money, in less time, than ever before.
I’m not some pie-in-the-sky internet marketer telling you to play on social media all day long. And I’m definitely not your manager, breathing down your neck for more pointless cold calls.
I’m nothing like that.
I will give you tons of marketing tips, ideas, and strategies that actually work.
The best part?
When you have the knowledge about how to market and build your book of business, you can keep using it over and over and over again.
If you're a financial advisor, you're probably wondering how I can do this, whether you just started or have been in the business for decades.
If you could get as many clients as you wanted, how much money would you be making?
The Truth About Financial Advisor Marketing
Are you still using outdated, ineffective marketing techniques?
When most financial advisors try to get more clients, they desperately hand out business cards, beg family and friends for referrals, and wipe their tears as they chase the next ineffective marketing strategy down the rabbit hole.
But I have good news…
Financial advisor marketing can be wildly successful. You can build a solid book of business. And most importantly? You can put together a comprehensive plan with the information I’ve put together in this course.
And smart financial advisors are taking advantage of it.
"You have allowed me to double the size of my book of business in the past year and I'm on track to do even better in the coming months. Thank you for everything that you do!"
- Mark R., Raymond James
"I am now the top producing advisor at my firm. People are asking me how I did it now and I just tell them that you were my secret to success." -
- Elliot P., Ameriprise
"This is easily the best investment I have ever made. I feel like if you're a financial advisor and you talk to people about investing, the LEAST you can do is invest in yourself, and investing in this course was the best career decision I've ever made."
- Kelly D., RIA
"When I first saw your stuff, I was definitely skeptical but your money-back guarantee pushed me over the fence and I pulled the trigger. Just a few short hours later and I was completely blown away. Things started making sense for me and I started putting all the pieces together to understand how to set more appointments, get more clients, etc. I can't believe I struggled for so long when the answers were right in front of me this whole time. My life is 10X better!"
- Don J., Ameriprise
"I told my colleagues about TheAdvisorCoach.com and they're completely hooked. Everyone is reading all your articles and watching all of your videos. My managing principal was wondering how we got so effective so fast. I showed him the course and he joined instantly."
- Eddie B., Waddell & Reed
"I am helping more people now and feeling more fulfilled in the process. Is the extra income nice? Sure, but I'm helping more people and that's what really matters."
- Alex M., Edward Jones
"I was starting to get really burned out. I was trying my best and pushing harder than I ever had before but just wasn't getting the number of clients I wanted. While my production levels were already above average, I knew I could do better. Your course has allowed me to shift back into high gear and now I am making more money than I have ever made as an advisor."
- Jim B., Morgan Stanley
The Financial Advisor Marketing Mastery course comes with a 100% money-back guarantee… but I don’t stop there.
I promise you will get more clients and build a bigger book of business from the information gained in this course. Your friends and colleagues will envy your business savvy and newfound “Midas Touch”. There’s a good reason why I stand behind my product so strongly.
At any time within 30 days, if you decide that I haven't helped you get more clients, I will give you a full and complete refund.
Just to be clear, there are absolutely no strings attached and no forms to fill out.
And if you've opted for the payment plan and cancel within 30 days, you'll get back your first payment.
Just call 937-REVENUE, contact me through the website, or send me an email at firstname.lastname@example.org.
Frequently Asked Questions
What if I’m a relatively new financial advisor?
Then you NEED this course. Drop everything and get it, now.
It’s critical that you learn what works and what doesn’t before you form bad habits. It’s what I called the “cutting your lawn with scissors syndrome”. A financial advisor will stumble around in the dark, find something that works, and keep doing it even though there’s a better way.
What if I’ve been a financial advisor for many years?
If you’ve been a financial advisor for many years, this program will be a sharpening tool for you, especially if you want to learn new ways to market and get clients.
When experienced financial advisors go through this program, the ones that get the best results are the ones who are focused and willing to learn. I've also found that experienced financial advisors have the resources and experience to leverage this program to get higher-level results.
What if I’m not good with technology?
This program is not technology-intensive. In fact, the “tech” stuff is only in the “inbound marketing” section and it’s structured in such a way where even a complete technophobe can understand the ideas. And believe me, I’ve worked with technophobes. I kept them in mind while creating this program.
What if I’m not a financial advisor yet?
If you’re not a financial advisor yet, I would focus on passing your exams first. Once you have passed your exams and are ready to start marketing and building your book of business, get this course.
I want to be a partner in your success, but you actually have to become a financial advisor first. Of course, the decision is ultimately yours. If you decide to join Financial Advisor Marketing Mastery, I’d love to have you.
What if I work with a major bank/brokerage/wirehouse?
If you work with any of these, this program will still work for you. This program is designed to fit the needs of a broad spectrum of financial advisors, including those at banks, insurance companies, independents, etc. If you have to market your services in order to get clients or build a book of business, this program is for you.
Just tell me, is Financial Advisor Marketing Mastery right for me?
When I put together this course, I had two types of people in mind. They are as follows:
Person #1: You already have a decent book of business, but you’re looking to do better. Person #2: You don’t have many clients, but you know you need more.
And Financial Advisor Marketing Mastery can help you either way. I cover everything you need to get more clients from the ground up. But I’ll also give you the tools to GROW your existing client base. This includes the psychology behind marketing, how to become a better prospector, how to get inbound leads, and more.
I cannot promise you any specific results.
But I can get show you exactly what to do and why it works.
Short of doing everything for you, I cannot possibly make it easier for you to get more clients!