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


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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


The Two Step Client Onboarding Process

Our 2 step process, from prospect to client, works so well because of 4 powerful assessments and the Custom Wealth Architect engagement proposal. We call it The Strategic Blueprint. Prospects call it the answer to all the things that keep them awake at night.

The Estate Plan Focus Process

Laser beam focused questions and discussions that help new clients define their objectives for estate distribution, survivorship planning, disability an long term care.  Once they know where they want to go, you can show them what will happen and then help them to fix it.

The Investment Focus Process

It's rarely whether or not you have a solid investment management process.  It's almost always how you educate clients.  The tools, assessments and educational pieces in our investment process are proven to add another dimension to your investment education process.

The Financial Independence Focus Process

Whether worth $300k, $3M or $30M every client wants to know beyond a shadow of a doubt that their savings will last through retirement and hopefully leave a little for their heirs.  This is a step  by step procedure, with questionnaires, tools, and educational items to help you guide clients through this important discussion.

The Business Exit Focus Process

Business owners are incredible clients. They regularly invest in themselves.  They are decisive and they have many reasons to plan.  Without the proper tools and process you may as well not enter the business owner marketplace.  Take a look inside,  this process has everything you'll need to serve successful business owners.

The Financial Plan Delivery And Implementation Process

We've included several sample templates of what to put into a comprehensive financial plan. No guess work as to what should go into the more recreating the wheel. More importantly, we've also included our plan implementation process and how to prepare for the estate attorney meeting.

The Financial Plan Annual Review Process

This is our favorite process because it provides something that 95% of advisors still don't do today. It's a complete system for creating a dashboard to help clients monitor their plan annually.  If we put the time and energy into creating the plan...why do advisors rarely look at the projections from the original plan to make certain that the client is on course? Clients love this and are willing to pay an annual fee to see it every year.

The Personal Introductions Process

Beyond asking for referrals is the "prepared ask"...we call it the personal introductions process.  When done properly this system can easily deliver 5 or more new qualified prospects from each client that has been through your process.   It's simple, effective and provides a great return on your investment of time and money.

What would you do with an extra 5-10 qualified prospects?

Share The Experience Licensee Only

This is the pinnacle of referral gathering processes. We only teach this to advisors that have licensed our entire system because it is woven into every client interaction and each of our planning processes. We actually teach clients how to share the experience they had with our planning process with others. Prospects will actually begin to call your office and request to meet with you.

Swipe our "Secret Formula" for creating a client's cash flow analysis in 7 minutes or less.

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