90% of financial advisors don't have a defined core customer, which makes capturing the right prospect next to impossible.
This training and the one-page business plan are designed to help you take your practice to the next level by laying out the foundational pieces of your business to convert more clients & keep them for life.
"These guys give you the tools you can't get from anyone else. My broker-dealer is really good at showing you how to open and close a sale, but they don't do anything for us in the middle. John & Mike are GREAT. Call them up - they're here for you. I think that's what every advisor wants - someone to answer the questions they have that no one else seems to be able to"."
"To give you actual evidence, I’ve already exceeded by 50 percent the amount of money I brought in fees from last year to this year alone."