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Free eGuidebooks

Free eGuidebooks

How to close more prospects in less time

  • The 1 tactic you MUST use to close more prospects – often in the first meeting!
  • The 6 core selling skills that will raise your closing ratio to 50% or higher
  • The most common sales mistakes advisors make and how to avoid them
  • How to adapt your sales process for the DOL era.
  • And more!

Learn what the top financial advisors are doing to grow their business

  • What all top financial advisors – and their teams – have in common
  • What the top financial advisors do to ensure near-perfect client retention
  • How the top financial advisors get at least 2-3 referrals every month
  • What forms of prospecting are working right now
  • One simple trick top financial advisors do to accomplish more during the day
  • And more!

Get more referrals, more assets, and more loyalty from your clients

  • The #1 rule of client marketing all financial advisors must follow
  • The 6 steps to near-perfect client retention
  • How to become the sole advisor for all your clients
  • How to create client engagement so more clients refer you
  • And more!

How to get MORE REFERRALS without asking!

  • 4 facts about referral marketing all advisors need to know
  • The 4 conditions you MUST meet before your clients will provide referrals
  • The 5 easiest ways to get referrals NOW
  • Our time-tested strategy for getting at least 15% of your clients to provide a new referral within one year
  • And more!