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InvestmentNews Asked Top Financial Advisors This Question. Do You Agree?

Posted on by Research Dept.

InvestmentNews* just posted this financial advisor survey last week in an article titled, “Marketing, Technology Top Advisers’ List of Strategic Focus Points This Year.“ Top financial advisors were asked…What will be most important to your growth in 2021? 23% see growing… Continue Reading →

Best Practices

Has this ever crossed your mind after getting a referral

Posted on by Research Dept.

Ever gotten a referral and had this thought… “Wow, that was so easy. Why don’t I just do that all the time?!” Then weeks, months go by and nada happens. I remember this when I was in production. At the… Continue Reading →

Best Practices

WARNING! Are you a professional advisor (accountant, attorney, financial advisor, realtor)? Your clients want this!

Posted on by Research Dept.

As an advisor (CPA, attorney, financial advisor, realtor) your job is to lead people & businesses thru the challenges in life, period. COVID’s poured some fuel on the fire of need people/businesses have for you, right? To accelerate you helping… Continue Reading →

Best Practices

What’s your #1 COVID health or fitness tip you’ve added in 2020? Check out this food for thought.

Posted on by Research Dept.

As we work to uncover the best ways to make these COVID lemons into lemonade, let’s take a look at what some bright minds have been doing when it comes to their fitness & health in 2020 to give them… Continue Reading →

Best Practices

What’s the #1 thing this COVID “Twilight Zone” has taught you?

Posted on by Research Dept.

We often learn the most from the biggest challenges in life, right? COVID is proving to be no different. We adapt, evolve, and learn from the bumps in the road. It’s quite amazing how we innovate & create when we’re… Continue Reading →

Best Practices

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Recent posts

  • InvestmentNews Asked Top Financial Advisors This Question. Do You Agree?
  • Has this ever crossed your mind after getting a referral
  • WARNING! Are you a professional advisor (accountant, attorney, financial advisor, realtor)? Your clients want this!
  • What’s your #1 COVID health or fitness tip you’ve added in 2020? Check out this food for thought.
  • What’s the #1 thing this COVID “Twilight Zone” has taught you?
  • BRAND NEW: This “Q&A app” sends people to the expert for advice…You!
  • Halloween Just Wrapped Up, But Does COVID Still Have Your Money Spooked?
  • Want to learn more in half the time? Try this simple hack when watching videos
  • 8 NFL contract extensions. BTW, 6 of these players need a new financial advisor. Can you help?
  • What is a unique way you (initially) met 1 of your top 25 clients?
  • 1,000 songs in your pocket.
  • Give your clients permission to refer you
  • Do not ask for referrals
  • Financial advisors & real estate agents…Get same day referrals during COVID in 3 insanely simple steps (posted on our Facebook page)
  • This referral funnel (blueprint) makes it impossible for your top 25 clients not to share you

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We help driven financial advisors & real estate agents quickly add a flood of new clients, referrals & AUM, without asking for the referral, by turning their Top 25 clients into referral giving machines (on autopilot) AND building new Center of Influencer (COI) relationships with sports agents, agents who represent athletes & other celebrities who need ongoing help from sharp financial advisors & real estate agents.

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  • InvestmentNews Asked Top Financial Advisors This Question. Do You Agree?
    InvestmentNews* just posted this financial advisor survey last week in an article titled, “Marketing, Technology Top Advisers’ List of Strategic Focus Points This Year.“ Top financial advisors were asked…What will be most important to your growth in 2021? 23% see growing… Continue Reading →
  • Has this ever crossed your mind after getting a referral
    Ever gotten a referral and had this thought… “Wow, that was so easy. Why don’t I just do that all the time?!” Then weeks, months go by and nada happens. I remember this when I was in production. At the… Continue Reading →
  • WARNING! Are you a professional advisor (accountant, attorney, financial advisor, realtor)? Your clients want this!
    As an advisor (CPA, attorney, financial advisor, realtor) your job is to lead people & businesses thru the challenges in life, period. COVID’s poured some fuel on the fire of need people/businesses have for you, right? To accelerate you helping… Continue Reading →
  • What’s your #1 COVID health or fitness tip you’ve added in 2020? Check out this food for thought.
    As we work to uncover the best ways to make these COVID lemons into lemonade, let’s take a look at what some bright minds have been doing when it comes to their fitness & health in 2020 to give them… Continue Reading →
  • What’s the #1 thing this COVID “Twilight Zone” has taught you?
    We often learn the most from the biggest challenges in life, right? COVID is proving to be no different. We adapt, evolve, and learn from the bumps in the road. It’s quite amazing how we innovate & create when we’re… Continue Reading →
  • BRAND NEW: This “Q&A app” sends people to the expert for advice…You!
    Want to strengthen the relationships, even more, with your top 10 to 25 clients…While you help the people in their lives, too? (BTW, all online, on autopilot & working for you 24/7) We’re rolling this Q&A App out full steam… Continue Reading →
  • Halloween Just Wrapped Up, But Does COVID Still Have Your Money Spooked?
    What's your #1 money question or concern that COVID has brought up? Continue Reading →
  • Want to learn more in half the time? Try this simple hack when watching videos
    We all have busy days trying to maximize each and every minute. The challenge, often times, we get sidetracked, off focus and end up running on a treadmill (figuratively) staying in place. As a coach, part of my entire day… Continue Reading →
  • 8 NFL contract extensions. BTW, 6 of these players need a new financial advisor. Can you help?
    Here are 8 NFL contract extensions (image below) just posted.(includes exact $ amount) They represent over half a $1B in contracts. When these 8 athletes retire (per Sports Illustrated stats): 78% of them will have major financial issues (within 2-5 years). This means… Continue Reading →
  • What is a unique way you (initially) met 1 of your top 25 clients?
    The stock market selloff (triggered by COVID-19) has bounced back hard off the March lows… There is still uncertainty of the long term impact of COVID on investors (savings, retirement preparing and retirement), right? As we study “what” the elite financial advisors are… Continue Reading →

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