Here's How You Can Work With Me...
It's so sad to see a financial advisor who has tons of experience or is educated, but struggling.
Yet, I see less experienced advisors who aren't as well educated, running circles around their "better" peers.
What's the difference?
The more you market (and the better you get at it), the more appointments you have. The more appointments you have, the more money you make. It's that simple.
It's easy to get seduced into thinking that you're doing well. Especially if you're doing better than the people around you. But if there's white space on your calendar - appointments with prospects that you're NOT having - you are losing money.
My job is to help you get that money back. But here's a warning...
If You Aren't Ready to Whip Out Your Checkbook and FedEx Me a Check, Don't Waste My Time!
Sorry if that seems crude, rude, or crass. But I GET RESULTS and I expect to get paid BIG BUCKS for those results. If you aren't comfortable PAYING big bucks, you probably aren't the type of person who will ever MAKE big bucks.
You Must Meet These Three Qualifications
If you’re a financial advisor and you want to grow your business, you are in the right place, but you must meet these three qualifications…
1. You must be a star or a future star.
There are no exceptions to what I charge and this is also true for struggling financial advisors and people who have written me with hard-luck stories, looking for a price break.
Not only will there be no price break, but if you’re in desperate financial straits and have to sell your firstborn, I strongly prefer that you don’t work with me. I am not looking to inherit anyone’s financial desperation.
Keep in mind that if I don’t honestly believe I can make you way more than you pay me, I won’t take you on as a client. However, if you are the type of person who will lose sleep over making a serious investment in yourself, don’t bother.
2. You must be willing to take advice and actually implement it.
There’s nothing more I hate than giving someone AMAZING advice… stuff I had to learn with blood, sweat and tears… advice that I know is the key to unlocking incredible success in someone’s life… only to see them dismiss it.
If this is you, again, don’t bother. There’s someone else out there who will actually do what I say and get results. Save the space for that person.
3. You must pay in full and there are absolutely, positively no refunds.
I cannot get my time back. I offer 100% money-back guarantees on everything else I sell, but I do not offer refunds on my private coaching.
If you are uncomfortable with this, once again, don’t bother. Read my blog, join my email list, and even enroll in my online course, but you won’t get coaching from me.
I have this policy on my private coaching and consulting for two reasons:
So what do I offer?
As of right now, there are two ways you can work with me. I can either…
1. Create a marketing strategy for you, or…
2. Critique your current marketing strategy
Let’s talk about both:
Create a Marketing Strategy ($25,000)
Over the course of eight weeks, you and I will work together to craft a marketing strategy, complete with plans, campaigns, and specific action points designed to build your business.
We will spend about an hour or so on the phone each week, discussing your goals and specific steps to reach them. We will correspond via email (I will give you a secret way to contact me to always get a quick response) so I can help you every step of the way.
I will take a deep dive into every single part of your current marketing, ranging from your website to social media to direct mail to email marketing… everything under the kitchen sink! I will send you some written reports and recommendations (nothing too heavy, simple and easy enough to understand) that you can keep forever and reference when you need them. I’ve also been known to record videos showing you exactly what I’m talking about - I’ve been told those really help.
Again, payment is required in full and there are no refunds. If you’re ready to transform your business, this is for you.
Critique Your Current Marketing Strategy ($5,000)
If you’re already doing some marketing and want to make it better, this is for you.
For example, you’re running Facebook ads, Google ads, etc. and want to improve their efficiency. Or perhaps you’ve already hired a big-time marketing firm and you want to make sure you’re not getting ripped off.
Here’s what I can help you with:
If you choose this option, we will schedule two phone calls of about an hour each - the first phone call is for me to get to know what you’re doing and to make any recommendations as I see fit. The second phone call will be at least a week later, after I’ve had some time to review your marketing materials and process. That phone call will be dedicated to explaining the recommendations/critiques and answering any questions you may have.
This is actually a really great offer if you're doing any type of serious marketing. If I can stretch your marketing dollars, my service pays for itself. For example, if I can take your conversion rate from 1% to 2%, I will have effectively doubled your business. That's some powerful stuff.
You would be amazed at how much money financial advisors leave on the table with their marketing. If you’re curious about how you can make more money with stuff you’re already doing, this is for you.
If you're interested in this, say it with me one more time… payment is required in full and what? No refunds! If you can’t bear the thought of parting with $5,000 for world-class advice that will help you make truckloads more, please stay away.
How Do You Pay Me?
For my private coaching, I only accept payment via check. I’ve found that for large dollar amounts, merchant accounts and all the B.S. that goes with them is more trouble than it’s worth.
So that means you will write me a check for either $25,000 or $5,000 (depending on what you want) and FedEx that puppy. You can do next day, second day, or third day - I don’t really have a preference. Once it clears, we will begin our work together.
Fill out the form below - if I think we are a good fit, we will schedule a free, no-obligation consultation and go from there.