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Five steps you must take if you want to DOUBLE your production

Do you want to grow your business?  Do you dream of a DOUBLE?  Then there are five steps you must take. In all my decades of helping advisors grow, just about every advisor who ever completed a double (most within 2-3 years) did AT LEAST three of these five things.   And I’m going to cover them. . . Read More

How to Create a Billion-Dollar Team

How to Create a Billion-Dollar Team An FA with $1.5B in AUM reveals how your team can replicate his team’s success   The man to your left is Ed Blumenthal, a Philadelphia-based advisor with over $1.5 billion in AUM.  Along with his partner, Mark Eskin, Ed runs one of the largest and most efficient practices. . . Read More

New AUM for a New Year

PRESENTING: Four Top Prospectors Reveal Their Strategies for 2018 Don’t miss this amazing panel on the biggest webinar of the year! Over the last month, I’ve had some extraordinary conversations with four advisors about how they have raised an extraordinary amount of new AUM.  With each, I asked, “What’s the single biggest source of your. . . Read More

Beware the Bear – 2018 Market Commentary Webinar

BEWARE THE BEAR Preparing for what the markets might do in 2018 2018 Market Commentary Webinar Just recently, the Dow climbed over 24,000 for the first time.  After a tremendous year for most markets, the sun is certainly shining on Wall Street.  But what happens when it stops?  Are your clients prepared?  Are you?  It’s been. . . Read More

How to Grow WITHOUT Prospecting

If you missed a great webinar… On Wednesday, November 15, and Thursday, November 16, I hosted a webinar on how to grow WITHOUT prospecting.  If you missed it, you can listen to the recording here. The highlight of this webinar was undoubtedly my guest, Ray Dunlap.  Check out these stats: 50 new prospects from one. . . Read More

How this FA raises $5M in new AUM every year from clients alone

This FA Raises $5M in New AUM Every Year from Clients Alone Learn the client marketing strategy of a million-dollar producer! The man to your left is Ray Dunlap – and he’s someone you really should listen to.  Ray is a CFP in Georgia with over $100M in AUM.  Last year, he reached an elite. . . Read More

How to find $500,000 in new client assets every week

On Thursday, October 19th, I hosted a webinar on how to find $500,000 in new client assets every week.   If you missed it, you can listen to the recording here.   Why did I a host a webinar on this topic?  Because most financial advisors think they control most of their clients’ assets.  But here’s the. . . Read More

How to Achieve Seminar Success

How to Achieve Seminar Success Wednesday, September 13 – Thursday, September 14th The man to the right is Rich Liberante – and if you’re looking to grow your business, he’s someone you really should listen to. Rich is a financial advisor in Arizona. More importantly, Rich is one of the best in the industry at. . . Read More

How to Dominate Your Market in 3 Years

How to Dominate Your Market in Three Years Tuesday, August 8 Watch the webinar recording here. The woman to your right, Rhonda Ferguson, is one of my best and longest-running clients.  She’s mastered so many different forms of prospecting, from classic mass marketing channels like seminars and direct mail to more modern channels like relationship. . . Read More

How the Top Financial Advisors Grow their Business

Whether you’re a rookie just starting out, or a veteran with decades of experience, you probably want to know how the top financial advisors grow their business.  If so, I have a great resource for you.   Approximately once a month, I hold a special webinar for advisors.  Each webinar covers a powerful way to. . . Read More