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How the Top Financial Advisors Invest in Themselves

Remember the old E.F. Hutton ad?  “When E.F. Hutton talks, people listen.” Well, on this special webinar, we have an incredible guest: Chad Henry.  Chad is one of the most impressive FAs I’ve ever met.  When he talks, other advisors listen.   Chad is one of the fastest-growing FAs in the business, and has been for. . . Read More


How to FIX YOUR PROSPECTING in 3 Steps

Ever wondered why you aren’t getting more prospects?  Why some prospecting campaigns just don’t seem to work?  Why you’re not growing?   Rich Liberante, a CFP in Arizona with practically nothing in AUM, had those same questions.  (He’s the man below.) Together, we looked at why his prospecting wasn’t working. We applied three steps to get. . . Read More


Building the Perfect System: An FA with $420 million in AUM shares his best practices

Next week, I’m holding a special webinar you do NOT want to miss.  I will be reviewing the results of a 10-year experiment — results that could have a profound impact on your own practice.  About a decade ago, an advisor named Rob Rose (that’s him on the left) came to me and said, “I. . . Read More


How to Close 50% or More of Your Prospects in 90 Days

Introducing “The Good Way to Close” You’ve heard the old saying, “You can lead a horse to water, but you can’t make him drink.”   WRONG. With the right sales process and a strong close, any advisor or sales professional can get at least 50% of these horses to take a drink.  On my upcoming webinar,. . . Read More


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