$7.00 USD

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Get Hired - Engage, Convert & Retain Training

You already know it - it's impossible to build enough trust in a single meeting.

The two-meeting onboarding process provides the value you need to truly convert a prospect.

For only $7, you can...

  • Get an in-depth look at our proven, award-winning 2-step onboarding process.

  • Get 2 free downloads that show EXACTLY how we build our "blue folder" valued at $400

  • See exactly what we do in our first two meetings with HNW and business owner prospects and how we convert them into clients. 

  • Learn what we believe is the missing link (there are three components to this) for most advisors trying to work with HNW and business owner clients - we have yet to find another coaching program that teaches all three components.

  • Learn how to leverage that missing link with our IQM process - It's how we build maximum value and trust in the second meeting with prospects.


“I have over 35 clients paying an annual fee for the Custom Wealth Inspection, product sales have increased because the system uncovers more areas than I was finding on my own, and I am getting about 4 new prospects calling in to my office *every month*. I know it's because other advisors are not delivering the experience that I am, thanks to the CWA planning process.”

Brian Imrich CFP, NY