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CHMC

The Chad Henry Masterclass will help you

For years, Chad Henry has raised $30M or more in seminars. This year, due to the pandemic, he switched to focusing on virtual seminars and referrals…and he will still finish the year up nearly $30M! He has proven that you can grow your business with webinars and do it for a fraction of the cost of traditional seminars.

That is what you will learn in this special online edition of the Chad Henry Masterclass: How to get more assets while spending less in expenses. It’s the ROI holy grail. It’s everything you need to make your growth skyrocket in 2021. All taught to you right from the comfort of your own office.

February 11 & 12, 2021

NEW! Chad's "virtual seminar" strategy

You will learn how to get attendees on your webinars, how to wow them with your knowledge, and how to get them in for appointments – all for the price of a monthly Zoom subscription.

Chad's complete sales process

Previous attendees have said that Chad’s sales process – he routinely closes HNW prospects in one appointment  is worth the price of admission alone.  You will receive his entire process during this class.   

NEW! Chad's referral strategy

Chad is currently averaging 5-7 new referrals every single week.  You will come away with a complete set of tactics for getting more referrals from both clients and strategic partners.  

Monthly Coaching from BGM

It’s one thing to know how to do something.  It’s another to actually do it.  Following the class, you will receive monthly coaching to make implementing Chad’s strategies as quick and easy as possible.  

NEW! Monthly Mastermind Sessions

Attendees will meet as part of a group with Chad every month.  You’ll learn what he is doing on a month-to-month basis, what new discoveries he’s made recently, and how to integrate them into your own practice.  

BONUS! Personalized 2021 Business Plan

A major part of Chad’s success is how detailed his future plans are.  Chad will personally help you create a business plan for 2021 that takes into account what you have to work with, where you want to go, and when you want to get there.  

what your colleagues have said about the chad henry masterclass

"Chad's processes made me thankful I'm not in the Chicago area trying to compete! Getting an inside look and being able to ask questions has had a tremendous impact on my business."
"Everything Bill Good has ever recommended has been great. This class was no exception. Worth every penny and minute!"
"The Masterclass with Chad has been the most career changing thing I've ever done in my life. "
"I didn't expect to take so much value home. Processes, presentation, prospect engagement, closing, how to really set yourself apart and communicate that to people."
"Before lunch on day one I would have been happy to go home satisfied with what I had learned so far. The rest of it did not disappoint. I'm so glad I came!"
"There is so much more info than just putting on the seminar. Come ready to learn how a professional practice should be run. This class will differentiate your business."

what's different about this masterclass compared to previous editions?

One difference is that you will learn how to use webinars to grow your business.  Whether you’re pivoting from seminars or starting from scratch, Chad will teach you what it takes to turn webinars into moneymakers!  

But that’s far from the only difference.  The Chad Henry Masterclass has been updated to deal with the unique complexities of our current environment. The delivery format is broken down into three parts.  First, you will attend a two-day online class where you learn the foundation of what Chad has done over the past 12 months to grow.  This will be followed by monthly coaching from BGM, where you will receive guidance and support on how to actually implement what you learn.  At the same time, you will participate in group “Mastermind” coaching with Chad.  The monthly group will keep you up to date on changes Chad is implementing as well as new ideas he has validated.  

you will make more money in less Time by learning from someone who is doing it right now!

ABOUT Chad Henry

Located in St. Charles, Illinois, Chad learned early on to leverage the power of seminars and has fine tuned every part of the Bill Good Marketing System in his practice. In fact, Chad has consistently added 30M+ in new assets per year from seminars!  

 

But Chad is not just a seminar whiz.  Over the last several years, he’s spoken at numerous advisor conferences, where he has taught advisors how to build a massive strategic partner network, manage a more efficient team, and become a superstar closer.  You will learn invaluable information regarding each of those areas on this course.  

 

That’s why the Chad Henry Masterclass is about more than just seminars/webinars.  It’s about perfecting everything it takes to accelerate your growth.       

What would you do if you could bring in 30m+ in aum in 2021?

"Seminars scheduled for this week and next. 100% booked with a waiting list!"
"Just had my first event since Masterclass. 30 people showed up, representing 17 buying units. Assets in the room: Approximately $10 million. 70% requested an appointment. I've got four more booked for 2020!"
"I have just started using Chad's 'sales book' strategy. Immediately picked up a new client. This works!"

agenda

February 11, 2021

Time

Description

7:45 – 8:00 AM

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8:00 – 8:15 AM

Welcome and Overview

Before you can implement the specific processes and best practices that Chad uses, you must first understand the big picture.  Chad will provide an overview of what you will learn in this Masterclass, why he has chosen the topics he has, and how they all fit together.

8:15 – 9:15 AM

Client Advocates: Onboarding 

For your client-focused webinars to be successful, you must first train clients to be your advocates.  That training starts during the onboarding process.  Chad will walk you through a step-by-step case study of what new clients should experience when beginning to work with you.

9:15 – 9:30 AM

Break:  Breaks are your chance to chat with other attendees, flesh out your notes, take care of admin in your office, or grab a bite to eat.

9:30 – 11:00 AM

Client Advocates: Retirement Ready Checklist

You need to set yourself apart from every other advisor out there in your client’s mind.  This is the key to creating clients into advocates.  The way you do that is through helping your clients systematically take care of everything they need to feel secure and comfortable with their finances.  Chad’s “Retirement Ready Checklist” is one of the most powerful tools for accomplishing this.  In this session, Chad will give you the scripts, messages, and reasoning behind his Retirement Ready Checklist Process so you can replicate your own.

11:00 – 11:15 AM

Break

11:15 – 12:15 PM

Becoming an Expert

In this session Chad will be helping you get to the resources he uses to become the expert he is at all of the different aspects of the Retirement Ready Checklist.  He will also walk you through how to powerfully use those resources to show how you are the expert.  Finally, he will explain how to fit that study into your model day.

12:15 – 1:15 PM

Lunch

1:15 – 2:00 PM

Client Advocates: Appointments and Messaging

As a Bill Good client, you know the largest complaint in the industry is that clients don’t hear enough from their advisor.  You already have a strategy to handle that.  Here, Chad will demonstrate how to upgrade your messaging strategy (letters, emails and calls) from mere client retention into full-on advocate creation.

The result?  More client assets – and much more client referrals and introductions.  This is the key to making webinars work.

2:00 – 2:45 PM

Webinar Preparation: Your Team and Stage

Once your clients have become advocates, it’s time to get introduced to their friends and family.  This is where webinars come in!  In this session, Chad will walk you through his “stage” setup, including what clients see as he presents, what equipment he uses, and what his team does to support the webinar.

2:45 – 3:45 PM

Webinar Preparation: The Invitation

In this session, Chad will be walking you through his invitation process.  Now you will see why creating advocates must be in place before you make these calls.  The invitation process is critical to getting clients – especially your most well-connected clients – to bring qualified prospects as guests.  As a special bonus, Chad will also provide you with his invitation script.

 

3:45 – 4:00 PM

Break

 

4:00 – 4:45 PM

Webinar Chemistry Part I

The chemistry and structure of the presentation.

In this session, Chad will show you how all parts of the presentation must go together to get a reaction.  As Chad goes through the transcript with you, he will show you how and why it is structured the way it is. 

You will identify key passages and commitments which you might miss if you just read the transcript.

4:45 – 5:00 PM

Q&A

FEBRUARY 12, 2021

Time

Description

8:00 – 8:15 AM

Review, Q&A, Chad

8:15 – 9:30 AM

Chemistry Part II

This part is magic.  It’s how Chad gets almost every single prospect attendee to set an appointment.

In this session, Chad will teach you how to “sell” the appointment in the webinar.  You’ll learn the right way to provide valuable information without giving everything away, how to create engagement with attendees, and how to show your expertise and value so they want to immediately set an appointment with you.

You will learn exactly what to say and see first- hand how Chad sets such a remarkable number of appointments from each webinar.

9:30 – 10:00 AM

Appointment Confirmation

Many advisors ask us, “What do I do when my prospects don’t show up for their appointment?”  The answer: follow Chad’s appointment confirmation process!  It’s all documented, step-by-step.  Chad will go through his process with you to make sure you understand how to get your prospects to meet with you (even virtually). 

10:00 – 10:30 AM

Break:  Breaks are your chance to chat with other attendees, flesh out your notes, take care of admin in your office, or grab a bite to eat.

10:30 – 11:30 AM

The Appointment: Part I

This presentation will be one of the most critical.  This is how Chad closes 50% of his hot prospects on the first meeting – even HNW prospects!

Chad will share with you his detailed script of his actual sales presentation!  Chad will also demonstrate the importance of the appearance of your office to your prospects in the closing process and what you need to have when you walk into that meeting.

A vital part of this process is Chad’s “Discovery Questions.” You’ll learn the questions Chad asks and how they create value and differentiate him in the mind of the prospect, encouraging them to want to do business right away. 

11:30 – 11:45 AM

Break

11:45 – 12:30 PM

The Appointment: Part II

In this session, we’ll continue breaking down Chad’s sales process, including how to close and transition to onboarding.

This is where you are building a new client advocate from the start.

12:30 – 1:30 PM

Lunch

1:30 – 3:00 PM

64 Question Retirement Readiness Checklist

You’ve already learned how to use the Retirement Ready Checklist to turn clients into advocates.  In this session you will learn how to use that same checklist to turn prospects into clients. By using this, you will differentiate yourself from every other advisor in your area.

3:00 – 3:10 PM

Break

3:10 – 4:15 PM

Intro. to creating a Strategic Partner Network

Everyone wants to build a network of referring partners.  Chad has developed an amazing process for creating a network of multiple partners who consistently refer business.  Chad will introduce the process to you here.  Your monthly calls will allow you to dig a little deeper into creating your own highly productive network.

4:15 – 5:00 PM

First Steps to Implementation

In our final session, Chad will explain the MOST IMPORTANT things you have to do when you get into the office on Monday.  He’ll explain how to turn what you just learned into manageable, bite-sized pieces so that implementation will be easier. 

Then, our Senior Coach, Mike Birch, will walk you through how the rest of the year will go.  He’ll explain how your BGM coach can help you build momentum and how to use the CHMC Online Forum to swap ideas and get help from your fellow attendees. 

Finally, Chad will review how your monthly calls with him will work, and what you can expect to learn in the future.

You Will Learn

Chad Henry Masterclass

February 11 and 12, 2021
$ 4995 to start
$850 per month after
  • 1 ticket to the Masterclass
  • 2 days of high-level training
  • Access to recordings of Chad's webinars
  • Monthly Accountability Coaching
  • Monthly Mastermind sessions with Chad
  • Chad's complete Seminar Manual and access to his seminar
    (Horses Mouth, sold separately)
  • Private access to online discussion group
"Our six fall seminars were so successful we have scheduled six more for spring. Nothing we have ever done has made this much difference in our business!"
"I'd been skeptical about seminars as other advisors mention how expensive and risky they are. After the class I've held 6 two years in a row and I'm looking for ways to hold more."

what's next for you?

If it involves seminars, then join us for the class that advisors have said changed the entire trajectory of their business. Learn Chad's strategies, implement his processes, replicate his results, and keep it going all year long in 2021.

"If you want to hold seminars, close more prospects, or simply want more business in general, I have just one word to say to you: ATTEND."

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