"Financial Advisors: If You're Ready To Get More Clients And Grow Your Business Faster Than Ever Before, Then This Letter Will Show You How..."
The James Pollard Inner Circle newsletter is reserved exclusively for elite financial advisors...
From: James Pollard
To the financial advisor who wants more out of life...
I’ve been writing a free blog for many years here at TheAdvisorCoach.com.
Yet I refuse to share my most eye-opening, money-making advice on here...
Because I don’t want my most effective secrets indexed by Google for the world to see. I only want to reveal them to financial advisors who “get it”, understand the value and will take action.
Which is why I have reserved my best and most effective secrets for members of The James Pollard Inner Circle newsletter.
Before this newsletter, the only way you could learn these secrets was if you stripped down to your bathing suit and got neck-deep in the ocean...
... so I knew you weren’t wearing a “wire”. 😉
Now, it’s definitely NOT for everyone.
Here’s what I mean...
Please understand my results are not typical. I’m not implying you’ll duplicate them (or do anything for that matter). I have had YEARS of experience helping financial advisors get more clients and build their businesses.
The average person who buys any “how to” information gets little to no results. As with all of my products, my references are used for example purposes only.
Your results will vary and depend on many factors… including but not limited to your background, experience, and work ethic.
All business entails risk as well as massive and consistent effort and action. If you’re not willing to accept that, please do not get this newsletter.
With that said… let me tell you about it…
The James Pollard Inner Circle newsletter is an offline (paper-and-ink) newsletter, which gets shipped out on the 1st of every month.
I'm packing every issue with actionable techniques (and even step-by-step templates, in some cases) designed to…
Get More Clients And Make More Money...
That’s my goal for you.
I want you to rip open each newsletter, read it in one sitting...
... then immediately use the information to make your monthly membership price back several times over.
Each issue is like having thought-provoking, insider marketing secrets knock on your door. All you have to do is answer.
I write every word. No outsourced writers and no employees adding fluff. It runs anywhere from 10 to 20+ pages depending on how long it takes to cover the topics in detail.
I’m pouring my heart and soul into this newsletter… and I’m sharing everything I’ve discovered about how to grow a financial advisor's business.
Which includes all the embarrassing stuff I’d rather NOT share… and have never revealed before.
Because I know my most humbling experiences are going to be life-changing… and in some cases, life-SAVING lessons for you.
You’ll get to see the “behind the scenes” results of everything.
Plus, you get a few valuable bonuses when subscribing, too...
Bonus #1: "5 Keys To Success For Financial Advisors" MP3 Audio Download ($97 Value)
This is a 90-minute MP3 audio download called “5 Keys to Success for Financial Advisors”.
It’s like sitting down with me for an hour and a half and having me teach you five of the most important keys to your success.
Once you become an Inner Circle member, you’ll get instant access to this recording as an MP3 download. As soon as you place your order, you will be taken to a "thank-you" page where you can download it and listen to it immediately.
It’s a bonus so powerful I can’t discuss it in detail, as the very concept behind it will instantly trigger inferior imitations, and I’m not going to allow anyone else to steal my thunder on this.
All I’ll say here is if you’re a financial advisor, this bonus will be one of the most powerful tools you possess, provided you apply the information.
Free 90-minute audio download for Inner Circle members - available immediately.
Here’s a small sampling of what you’ll discover…
The one word I want you to hang above your desk. (It’s a word so important to a financial advisor’s business that merely keeping it top-of-mind could double or triple your income this year. Sadly, you'll probably never hear it anywhere else.)
A little-known marketing “secret” - yet utterly simple to master - which gets people to trust you faster and easier. (It’s a psychological phenomenon that "hacks" into your prospect’s brain and "installs" trust for you. I’ll also give you five ways you can use this method to your advantage.)
Why “branding” - in the traditional sense - consistently fails financial advisors… and what you should be doing instead. (If you're someone like me, who is playing with your OWN money, you'll know why "building a brand" is a crock. You need something that will send your money out into the world and make it come back with friends.)
The one thing almost every financial advisor does wrong when building a business. (Yet, not one advisor in a hundred knows what it is...)
The weird “40/40/20 Rule” which applies to all marketing you will ever do as an advisor. (And it's so easy to use, you'll master it immediately, even without practice.)
3 unspoken objections which must be answered before you have a chance of doing business with a prospect. (Not addressing these objections is a big reason why many otherwise competent, intelligent, and skilled financial advisors fail to convert their prospects.)
Let’s take a second to “unpack” that last tip…
Because I had a financial advisor email me and tell me that by addressing these objections on his website, he sets nearly 3X as many appointments as before while cutting his “no-show” rate in half.
Merely handling these unspoken objections can be enough to pay for your Inner Circle subscription for the next ten years.
Because your prospects will be more likely to do business with you, and they'll do it in less time than ever before. In fact, it’s one of the biggest “quick wins” I give to my private consulting clients to help them get more clients in record time.
Now, here are some even more secrets I'm revealing in this free bonus...
Why my grandmother’s "store-brand cereal fetish" can help you build trust with your prospects. (And virtually guarantee they ignore your competition.)
How you can bypass the "shopping around" mindset your prospects use when making an “informed decision”. (This could make it so they literally cannot choose anyone but you as their advisor.)
Why most of your marketing work is done before you ever see your prospect. (Very advanced stuff. This one tip alone can pay for your newsletter subscription for the next ten years.)
How your marketing can be 100X more effective than your nearest competitors. (This is not an exaggeration and I’ve had people beg me to stop teaching this stuff. However, you’ll be surprised to hear it’s nothing new - I’m simply bringing it to the surface.)
Where to find an extra $9.5 million of potential assets to manage… in an afternoon. (It took me several years before realizing how to do this, yet I'm spoon-feeding it to you.)
How my rich friend bragging about his Rolls-Royce led to me doubling my productivity almost overnight. (Not only can this advice grow your business, but it can dramatically improve your personal life too.)
Bonus #2: 57-Minute "Legacy Building" Interview With Tom Ziglar MP3 Download ($197 Value)
Tom Ziglar pictured with his father, the world-renowned Zig Ziglar...
Tom Ziglar is the CEO of Ziglar, Inc. and the proud son of Zig Ziglar.
Zig Ziglar was one of the world's most popular and motivational speakers. He was also one of the most successful business authors of all time, with timeless books such as "Born To Win", "See You At The Top", and "Secrets Of Closing The Sale".
In this exclusive MP3 audio download, Tom and I discuss how financial advisors can think bigger and leave a legacy. There is perhaps nobody else better equipped to discuss this topic than Tom, who is committed to carrying on his father’s profoundly simple philosophy, which is:
“You can have everything in life you want if you will just help enough other people get what they want.”
If that message resonates with you in any way, you’re going to love this treasure trove of an interview.
Bonus #3: Massive 371-Page PDF Transcript Of The First 50 "Financial Advisor Marketing" Podcast Episodes ($397 Value)
This enormous PDF download is designed to be an “idea generator”. This means you should read through the episodes and take notes on what you’re going to implement.
Here’s a list of the episodes:
Rules For Successful Financial Advisors
Marketing Lies Financial Advisors Still Believe
Mistakes Financial Advisors Make On LinkedIn
Worst Ways For Financial Advisors To Ask For Referrals
Why Most Financial Advisors Are Hypocrites
How Financial Advisors Can Scale Their Businesses
Why Most Financial Advisors Fail
How to Tell If A Financial Advisor Is Poor
Why Your Experience And Certifications Don’t Matter
This Seductive Mistake Can Bankrupt Financial Advisors
Financial Advisors, Please Stop Asking For Referrals This Way
4 Phrases Financial Advisors Should Never Use
Financial Advisor Productivity Tips From Bill Gates
The Dark Side Of Success
Financial Advisor Business Lessons From Tony Soprano
What I Would Do If I HAD To Get Clients
Things Casinos Can Teach Financial Advisors About Marketing
When Financial Advisors Should (And Shouldn’t) Give Value
5 Types Of Clients Financial Advisors Should Avoid Like The Plague
3 Things I Wish Every New Financial Advisor Knew
How Financial Advisors Can Take More Time Off And Gain More Time Freedom
3 Mistakes Financial Advisors Make When Setting Appointments
How Financial Advisors Can Program Themselves For Success
5 Ways Financial Advisors Can Improve Their Websites
How To Predict A Financial Advisor’s Bank Balance
How Financial Advisors Can Get Clients With Email
Why Most Marketing Tactics Fail Financial Advisors
How Financial Advisors Can Convert Skeptical Prospects
Is This The Best Productivity “Hack” Ever For Financial Advisors?
7 Things Great Advisors Do That Others Don’t
5 Things To Avoid If You Want To Succeed As A Financial Advisor
How To Get To $1M/Year As A Financial Advisor
3 Skills The Best Financial Advisors Master
My #1 Secret For Getting More Clients
3 LinkedIn Marketing Rules For Financial Advisors
3 Things That Turn Off Potential Clients
4 Things Schools Failed To Teach Financial Advisors
The 3 Best Habits Of Rich Financial Advisors
5 Bad Habits Financial Advisors Should Break Right Away
What Struggling Advisors Need To Know Right Now
3 Things All Financial Advisors Should Teach Their Children
4 Ways To Become A Mentally Strong Financial Advisor
How To Get Prospects To Make A Decision
My Uncensored Opinion About Facebook Marketing For Financial Advisors
You get immediate access to this 371-page transcript when you subscribe to the Inner Circle newsletter...
Once you get your silky smooth hands on this treasured transcript bonus, I want you to immediately go to page 135 and read through episode number 20.
It’s called “The Dark Side of Success”.
Even though it’s one of my least popular episodes, I consider it to be one of the most important.
I recorded this episode because when people talk about being successful, they often leave out the “bad” stuff. Because while being successful is awesome, it does come with a hefty price… and I’m not talking about the one you pay to the IRS, either.
The unfortunate truth is that too many people become victims of their own success. So, if you’re going to subscribe to the Inner Circle newsletter, I want you to be prepared to handle it correctly.
As with all of these bonuses, you'll be able to access and download this as soon as you subscribe, so you can get started right away.
NOTE: This is 371 pages of material and it's a raw transcription, so it's not smooth and polished. This means there may be grammar issues, which happens with transcriptions. If that bothers you, simply don't download it. Otherwise, the information inside is pure gold.
Bonus #4: "How Financial Advisors Can Get Results With Direct Mail" MP3 Download ($197 Value)
In this private interview, I sit down with Craig Simpson, who is arguably the greatest direct mail marketer of all time.
If you've never heard of him, he's sent more than 300,000,000 (yes, that's three hundred MILLION) direct mail pieces over the past few decades and is a master at generating appointments through mailers.
When you subscribe to the Inner Circle newsletter, you'll get instant access to this 46-minute MP3 download, where Craig and I discuss:
The exact type of envelope that works best for financial advisors who want to set appointments with prospects.
A somewhat controversial follow-up strategy Craig uses which allows him to decrease marketing expense and increase profit.
Some of the biggest mistakes he sees financial advisors make when sending direct mail pieces.
The unique “twist” you should add to the P.S. of your letters to boost response. (I do this in my own mailers and it works nearly every time.)
Here's some feedback I've received on this interview...
This is an interview I did with Ben Settle. Many people (including me) consider Ben to be the greatest email marketer of all time. Here are some of the accolades Ben has gotten over the years…
“I’m so busy but there’s some guys like Ben Settle with incredible daily emails that I always read.” - Russell Brunson, world-class Internet marketer
“Of all the people I follow, there’s so much stuff that comes into my inbox from various copywriters and direct marketers and creatives, your stuff is about as good as it gets.” - Brian Kurtz, named Marketer of the Year by Target Marketing magazine
“The business is so big now. Probably 4X the revenue since when we first met… and had you in!” - Joseph Schriefer, Copy Chief at Agora Financial
“Ben’s sales letters have resulted in millions of dollars for us.” - Tim Erway, CEO/Founder of Elite Marketing Pro
“For every dollar I pay him, I get two, three, even four back.” - Michael Senoff, marketing consultant
In this 54-minute candid conversation, Ben and I talk about why some financial advisors crush everyone else. Specifically, we discuss…
The simple strategy “God’s Copywriter” used to become a millionaire with ads you’d laugh at today. (Any financial advisor with any interest in marketing whatsoever should perk up and pay attention to this.)
The case against trying to “reverse-engineer” what successful financial advisors are doing. (What keeps them rich might make you poor.)
How Ben went from flat broke, unable to afford a $10 book, to investing $500,000 in a mobile app company to expand his media publishing empire. (This is some of the best business advice I've ever gotten from anyone.)
One out-of-print sales book you should read if you want to set more appointments with prospective clients. (Even though this book was written in 1978, its principles are still applicable today.)
Why free content can sometimes hurt your clients and make them resent you. (This is one of the hardest things for financial advisors to accept, especially those who have been brainwashed by the "give value!" crowd.)
Exactly what to say to ensure people read your emails and return your phone calls. (Ben personally taught me this technique years ago and I used it to increase my email open rates overnight.)
However, a warning…
There are no “tactics” whatsoever in this interview. Someone at Ben’s level can’t be bothered with low-level tactics. Instead, he and I both focus on high-level strategies designed to take your business to the next level.
So, in order to extract any value from this recording, you need patience and the discipline to consistently apply the ideas. If you can do that, this sleepy little recording can become one of your most prized possessions.
These Bonuses Are Worth A Total Of $1,085.00...
So, why am I including them for free?
Because these bonuses can help you easily recoup the investment in your Inner Circle newsletter subscription.
In this way, the newsletter doesn't really "cost" you anything. If nothing else, it's like GIVING money to your business...
Selfishly, I also offer these bonuses because they increase retention rates. People stick around longer when they get results right away. 😄
Anyway, short of “doing the work” for you…
I Cannot Possibly Make It Easier For You To Get More Clients...
Yet, hang on... because this just the tip of the iceberg...
When you join today, you also get:
Email access to me for your questions.You will get a secret subject line you can use to get my attention and get top priority in my inbox.You can ask me anything I’m qualified to answer and I will respond to you personally. This does NOT give you permission to email me every other day, but if you need help I am here to help you. Nobody gets this kind of access to me outside of a small handful of people, yet I will grant you personal access as an Inner Circle member.
Special discounts on future products I offer.
Access to potential clients. Sometimes people will reach out to me because they’re looking for financial advisors. I refer them out to Inner Circle members who may be good fits. (However, I don’t get many of these, so do NOT join for this benefit alone.)
Exclusive bonuses. At times I include bonus teachings, gifts, special reports, etc. which only Inner Circle members receive.
Just ONE Idea From ONE Issue Could Make All The Difference In Your Life...
Here’s a small sample of what I'm revealing in my Inner Circle newsletters…
Why your experience and fancy certifications don’t matter and can actually repel prospects from doing business with you.
“The Disastrous Lemonade Failure” which illustrates why you should seek to understand this one critical aspect of your prospects.
5 mega-important business and marketing lessons advisors can learn from Mister Rogers.
How to get featured on radio shows and podcasts… for free.
The one thing your email subject line must do. Without this, your email won’t ever get opened or read. (If you've ever read any of my emails, you have proof this concept works because you opened them yourself.)
The most important metric to track when doing seminar marketing… and it’s NOT how many people show up.
How to get an instant 7X improvement in your follow-up “contact rate”. (Companies who do this one thing are 700% more likely to have meaningful conversations with their prospects.)
Three questions every single one of your prospects is asking themselves (and if you fail to answer these questions sufficiently, you will NOT turn those prospects into clients).
Most advisors have nothing on their website’s homepage except for a goofy slogan nobody cares about. I’ll show you what to put there instead to grab people by the collar and demand they pay attention to you.
The top-secret marketing tactic which allows charities to “manipulate” people into donating more money… and how you can use this power for good.
One little thing you can do with your clients and prospects to instantly build trust. Even if you were setting off their B.S. detector, this small tweak will make everything else you say more believable. I personally do this on ALL of my sales pages.
A scary effective rapport-building technique I learned from “the world’s most feared negotiator”.
How watching my mother buy a car in cash - and having a seasoned salesperson bend to her will like a noodle in boiling water - gave me a life lesson I’ll never forget.
Forget all the corny advice you see online and in old-school sales books - I will show you how to improve your elevator speech by adding ONE word. It’s a word which will virtually guarantee a conversation with the person in front of you.
The strange item one advisor takes to dental offices which has the dentists practically swooning over him… and you can apply this to almost ANY niche…
One of the biggest myths about referral marketing is that you should provide value first and then ask for a referral. I’ll show you how you can get referrals before you provide any value. People said it couldn’t be done, yet I've helped Inner Circle members do it with ease.
The “stealth” strategy which helps financial advisors get past gatekeepers. In fact, by adding this one little “twist” to the way you start your phone call virtually forces gatekeepers to put you through.
A research-backed way to make clients 3X more likely to give you referrals. (I bet less than five financial advisors out of every hundred do this on a regular basis.)
3 persuasion secrets you can learn from psychopaths. (I am not endorsing psychopathic behavior, nor am I glorifying it. However, business leaders are 300% more likely to have psychopathic tendencies, so maybe there’s something you can learn.)
A word of warning about the last tip…
Visiting your prospects in person and giving them this “strange item” is highly effective. However, it can be expensive and time-consuming. Only use it for prospects you really want to turn into clients. I call it "bringing out the big guns" for a reason...
5 reasons why going on a diet (yes, a real diet, calorie counting and all) could be the best thing you ever do to help your clients.
What the great artist Michelangelo did to please one of his harshest critics… and how you can do the same.
5 of the most horrifying “time vampires” lusting after your time… and how you can drive a wooden stake through the heart of each.
The super smart marketing tactic big beer companies use to get people chugging more of their beer… and how you can use the same principle to get your phone to ring.
Why did Vincent Van Gogh die penniless while Salvador Dali died a multimillionaire? I’ll compare these two artists and give you some “secrets” you can learn from each.
How a popular 1986 movie became one of the most effective persuasion tools of all time. You’ve probably seen this movie (it’s still on TV today) but few people realize the raw persuasive power it had on its audience.
How Sam Walton, the billionaire founder of Walmart, ended up in a Brazilian jail cell… and why his unlucky experience contains one of the most important self-improvement lessons ever for financial advisors.
4 “quick wins” financial advisors can use today to become more productive.
Warren Buffett’s “extremely boring” advice for becoming a leader in your field. He gave this advice when asked about the key to success.
Two hypnotic language techniques which skyrocket the likelihood of someone doing business with you. I put these two things in ALL of my marketing, from my emails to my sales pages.
And much, much more.
If you’ve assumed I’ve shared everything I have to offer here on TheAdvisorCoach.com, through my emails, or through my podcast...
You’re sadly mistaken.
I’ve hardly even scratched the surface.
All my most effective, tested and proven business-building and money-making lessons are now reserved exclusively for my Inner Circle members.
Take me up on this offer and you will become a cherished member of the most elite group of financial advisors in the world.
I’m going to treat you like my extended family… because I really DO care about your success and happiness.
And once you subscribe to the newsletter, you'll be taken to a "congratulations" page that looks like this, where you can download your bonuses right away...
Once you subscribe, you'll be taken to this "congratulations" page where you can download your bonuses...
Who Exactly Is The Inner Circle For?
First, let me tell you who it’s NOT for...
It’s not for the middle-of-the-road, can’t-make-up-their-minds, afraid-to-take-a-risk losers who can’t make the decision to invest in themselves. 🙄
I cannot tolerate this mindset and I don’t want it anywhere near me.
Secondly, it’s not for people who believe some “magic pill” or “silver bullet” can fix all their problems.
Because the truth is this newsletter is not for everyone.
And the vast majority of financial advisors WON’T qualify.
The James Pollard Inner Circle newsletter is not for financial advisors who never take action.
If that’s you, don’t waste your time. I wish you no harm but I don’t want you anywhere near my beloved Inner Circle members.
However, the advisors who DO receive this monthly paper-and-ink newsletter rarely cancel, so I must be doing something right...
I'm proud to say that once people begin receiving my newsletter, they rarely leave...
So, if you've stuck with me this far, I'm assuming my message has resonated with you in a powerful way.
Which means if you're ready to join one of the world's most elite groups of financial advisors, then the only logical decision is to accept my invitation and claim your place in my Inner Circle.
Here's The Deal...
The James Pollard Inner Circle newsletter - and all the benefits that come with it - is $99 per month and shipping is free no matter what country you live in.
(It's important to note the cost may be tax-deductible for you anyway...)
Also, keep in mind there are no refunds, ever. Anyone who needs a safety net to make a decision is neither psychologically nor emotionally ready to subscribe to this newsletter. And that's okay. I write this newsletter for the small percentage of financial advisors who are willing to do what it takes to succeed.
However, you can cancel at any time… for any reason.
Because if you don't see the value in this exclusive newsletter, I don't want you here. I'd rather open your spot for someone who will take the information and use it to get more clients and make more money.
If you want to cancel, just send me an email at email@example.com and you won't be billed again.
Otherwise, you can download the bonuses (all of which are not available anywhere else at any price) immediately after joining. You'll receive your first newsletter issue on the next scheduled mailing. It gets shipped out on the 1st of every month.
Click the "add to cart" button below to subscribe now...
You're Getting My Best Advice For Less Than $3.26 Per Day...
Let me explain why this is such a great deal for you... I currently charge $2,500 for thirty minutes of one-on-one coaching.
Don't believe me? That's okay. That's why I've included a screenshot of an actual invoice below...
I charge $2,500 for a 30-minute phone consultation. However, I can only work with a handful of advisors this way. The newsletter allows me to reach far more financial advisors at a lower cost...
I take great pride in what I charge and my advice is worth every penny.
Unfortunately, I only have so much time in the day. Which means I can only work with a handful of financial advisors one-on-one.
This newsletter is a way for me to extend myself to a larger audience. I can leverage my knowledge, my experience, and personal testing to grow your business. Plus, I can do it with thousands of financial advisors instead of only a few dozen.
And at only $99 per month, this newsletter is the deal of the century.
However, if you’re still hesitant about making the investment in yourself, look at it this way…
$99 per month works out to be a ridiculously low investment of less than…
$3.26 per day.
(I’ve seen homeless people spend TWICE that much on their daily coffee and cigarettes...)
There’s simply NO excuse whatsoever for not getting in on this. It’s within EVERYBODY’S budget.
Most people don't get what they want in life because they aren't willing to take action and pursue their goals with relentless focus.
Besides, if it's not right for you, you can cancel at any time by sending an email to firstname.lastname@example.org.
And if you don’t have the $99 right now… do what I did:
Stop spending money on fast food three times a week.
Cancel your cable.
Get rid of your time-sucking, attention-span-robbing smartphone.
That stuff isn’t doing anything positive for your future. In fact, the ONLY thing it’s doing is keeping you imprisoned in a poverty mindset which will keep you broke your entire life.
And I just checked - a single coffee and pastry at the nearby Starbucks is $10. It costs more than that to park your car in the parking garage down the street.
Listen, we all burn through little bits of money every day, sometimes multiple times a day, and never think about it - let alone hesitate.
You can't have angst over $3.26 per day. Particularly when it is returned to you by a measly increase in your income. The money you hand over to the barista is gone forever. This money boomerangs and multiplies.
How can you hesitate?
Look, if you’re TRULY serious about being successful you’ll stop throwing your money away and invest it in YOURSELF. That investment will give you EXPONENTIAL returns year after year… for the rest of your life.
This might not be what you want to hear, but the world’s greatest financial advisors know…
You Can Make Excuses Or You Can Make Money... But You Can't Make Both...
I think Bill Gates said it best when he said: "You can make money and you can make excuses, but you can never make money out of excuses."
I don't mean to be blunt, but it's really that simple. You're either dithering around in the kiddie pool of business... or you're strapping on a pair of balls and getting serious about this.
If not now, when? Click the "add to cart" button below to claim your spot now...
Thanks for taking the time to read this letter and I look forward to hearing from you soon.
James Pollard P.S. Time is a factor. Each newsletter gets shipped out on the 1st of each month, so don't put it off another day, because...
More Money Has Been Lost Through Indecision Than By Wrong Decision...
Years of experience helping financial advisors has taught me one thing...
Indecisiveness is fatal in business.
If you don't take initiative, you'll end up becoming a prisoner of your indecision. You'll limit your future opportunities by not allowing yourself to be open to changes that could enhance your life.
This is one of those changes. You have all the information you need to make the right decision. Your next move is up to you. 😎
Click the "add to cart" button below and join The James Pollard Inner Circle today...
NOTE: If you click "add to cart" and get redirected to an opt-in page, it means I am not taking on new subscribers. In that case, please join the waiting list.
Frequently Asked Questions
I’ve heard you blacklist people from re-subscribing once they've canceled. Is this true?
Yes, it is true.
I only want people who are serious about their careers and their businesses to have this newsletter.
Using what I teach takes work and it takes time. If you aren’t willing to give the newsletter at least a few months then you aren’t qualified for this. Go back to reading your free articles and chasing the next bright shiny object.
What if I need to update my address or credit card information?
No big deal – just send an email to email@example.com with your updated address and we will take care of everything from there.
If you need to update your credit card information, send an email to firstname.lastname@example.org but please do not include your credit card information. We will send you a new payment link. I'm a financial advisor from X company. Does this apply to me?
Yes. I don’t care which company you’re with. I have Inner Circle members from various companies all over the world. Thinking "Oh, I'm with X company. It won't work for me" is just another excuse advisors make to avoid investing in themselves.
What’s most important are the principles, the structures and the psychology behind what you do. All of which I teach in the “5 Keys to Success” MP3 download that comes free with your subscription and inside the newsletter each month.
I'm a financial advisor in Canada (or the UK, Australia, etc.). Should I still join?
I have Inner Circle members from around the world. In fact, I've found that some Inner Circle members from other countries (such as Canada and Australia) tend to be more engaged than those here in the United States.
Either way, shipping is still free no matter where you live and the newsletter gets shipped out on the 1st of every month.
Deadline to lock in your spot for the next issue...