No More Theories...These Financial Advisor Marketing Processes Really Work!


Save the Date for our Next LIVE Event!

Technical & Tactical Advisory Forum 2016

What Are Industry Insiders Saying...

Michael Seow

"I flew 20 hours from home to here - to learn from 7 Figure Advisor. My take away from the last couple of days are: 1) How to create a business where you don't have to be there. 2) Creating systems and processes and have a life. 3) getting your clients to talk about their incredible experience with your team."

Lauren Farasati

"Everyone appreciates the value of processes but most practices lack the capacity to create them. Through the 7 Figure Advisor program, they share - not just their secrets - but the step-by-step processes that will transform a seat-of-the-pants practice into a client-centric process-driven practice! This is a golden opportunity for any financial advisor who is committed to doing it right!"

Dan Sullivan

"…that’s what makes 7 Figure Advisor so influential and has made it possible for them to make a remarkable set of instructions…and processes for other financial advisors. It gives me a real pleasure just to recommend this to everyone who is going to listen and read what 7 Figure Advisor is recommending for the 21st century marketplace"

Michael Seow, Singapore

Lauren Farasati, California

Dan Sullivan, Toronto


What 7 Figure Advisor Members Are Saying...

Chris Dold

"I would strongly recommend anybody that’s interested in taking care of their clients to a greater degree to look at this system. It’s not just the system that 7 Figure Advisor has put in place...there’s a big heart behind the system that will help you take your practice to the next level in terms of serving your clients and making a difference in their lives."

Kevin Best

"It allowed me to take a process that I’ve been trying to create for a decade and brought it down into a single document for my brochure and my clients have been extremely happy with it. I’ve already exceeded by 50 percent the amount of money I brought in fees from last year to this year alone."

Phil Putney

"I've already gotten a return on my investment and...That's one thing the system has given me now...the confidence to know the system that I have to follow and going through the blueprint...that's my road map to know what value I'm going o bring to the client."

Greg Desmond

"I've looked at and been through almost every major coaching program out there...and this one starts you where everyone else drops you off. This delivers a true client experience that drives referrals, helps you get introductions and really provides a unique experience to help you build your business."

Chris Dold, Indiana

Kevin Best CFP, Rochester

Phil Putney CPA, PFS, MST, Michigan

Greg Desmond CPA, CFP, California

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