There are now scores of savvy Advisors across North America using this system to attract qualified, affluent prospects and convert them every single day.That’s the most important credential I can share with you (read some of their comments throughout this letter!).
But you should also know that I’ve created the ultimate Affluent Client trainings for Advisors. I’m an expert in this one very specific area of business and that expertise has made a marked difference in this industry.
I am most known for a few of the highly successful programs I’ve created that help advisors like you double, triple, or even quadruple their business. The Affluent Engagement System® is just one of them.
You may have heard of some of the other top-rated systems, including Double Your Affluent Clients® Boot Camp, Seminar Money Machine®, The 7X Advisor Model®, The Arc Of Distinction®, The Donor Motivation Program® and others.
I am continually sought after by leaders inside and outside of our industry to speak on attracting and converting affluent clients as well as systematizing the growth of business.
As an authority on business, marketing and positioning, I have been interviewed on radio and TV and spoken over 412 times, including The Forum 400, AALU, National Network of Estate Planning Attorneys, Ed Slott’s Elite Training, InsMark, United Way of America, Visiting Scholar at High Point University, among others.
What you’ll experience during our 3 days together has the power to transform your entire practice! You’ll discover …