Three Key Traits of Top Advisors

We’re only a few weeks into 2023, but the next decision you make will be the most important of the year:

What strategies will you use to grow in 2023?

Every year, we talk with top advisors across the country. One of their key traits is they plan for and execute campaigns for growth. We help create customized growth plans for financial advisors like you – and every year, we review how well past growth plans have worked. That helps us see: What prospecting channels are working right now? Which strategies are working right now? Where are the best places to find new assets right now?

 How can financial advisors grow… right now?

Well, we believe we have the answers for 2023. And let us tell you — it’s clear that while some prospecting channels work very well, others are about as useful as a bicycle to a jellyfish. Now, in this special webinar, we’ll show you what we’ve learned — including what top advisors are doing to generate new assets EVERY SINGLE MONTH. 

 On this webinar, you’ll learn:

• Your 2023 GROWTH MENU — the best prospecting choices available, and how to determine which is right for you!
• The prospecting strategies that you should NOT waste time with because they DON’T work.
• Where your clients’ outside assets are hidden and how to capture them.
• How to determine where your current business came from and whether that source still works in 2023.
• The three biggest mistakes advisors make that will block your growth.
• And more!

We said at the top that this was a webinar for financial advisors who don’t want to waste time. That’s because, in my experience, many financial advisors waste a LOT of time on bad ideas and ineffectual strategies. Or they waste time bouncing back and forth between ideas with no clue as to what works — the proverbial “throwing things against the wall to see what sticks” approach.

 My goal with this webinar is to ensure that you don’t waste time this year. By understanding what your options are, as well as how to test, assess, and tweak your marketing, you’ll be able to grow faster and more efficiently than ever.

So, what are you waiting for? 

If you want to grow in 2023 —

If you want to avoid wasting time on ideas that don’t work —

If you want to know exactly where to find new assets this year —

Then click below and watch this webinar!