More Qualified Prospects Call Us Crazy…But You Do Not Have A Prospect Problem!
No advisor does.
You may have a message problem. You could have an on-boarding issue. Most advisors fail to turn the financial planning process into a unique client experience…
…you DON’T have a prospect problem.
1 in 20 US Households has over a million in assets. (Phoenix Marketing International 2012)
Only 4 in 10 retirees in the U.S. uses a financial advisor, which means there is a huge opportunity for advisors. (Businessinsider.com 2014)
The boomers are expected to transfer some $30 trillion in assets to their heirs over the next 30-40 years in just the U.S. (Businessinsider.com 2014)
…you DON”T have a prospect problem.
You need to know what prospects are worth to your practice.
7 Figure Advisor is completely different. We think about prospects like electricity, when we want some we just plug in and turn it on.
You can too. Seriously, nothing is stopping you.
First you need a Unique Client Experience…remember, you want qualified prospects that fit your niche. Your client experience has to be unique enough to talk about. It must be an experience clients want to share with others. We cover that and tons more in our Create A
Unique Client Experience Track.
Of course, you need to know how to strategically attract qualified prospects.
You’re going to love this…
Introducing: 7 Figure Advisor’s More Qualified Prospects Track
Learn how to tap into more qualified prospects now with our best prospecting strategies:
- The Financial Advisor Prospecting/Product Marketing Conspiracy
- The one about niche marketing
- Client Value Optimization: How to build an unstoppable practice
- Transition to a fee-based or fee-only practice
- Become an industry thought leader
- Financial advisor social media
- Annual Client Reviews – Key Performance Indicators
- Still Trying to Brand Your Firm? Stop! Until you read this…
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