Problem:

Do you have a really good firm that is operating under capacity? Do you need more clients?

Solution: Clients Done For You

Our "Done For You" solution will ROCKET you to the next level and beyond by creating a bridge between you and as many prospects as you can manage.  

Before you book a call, lets be sure this is the right solution to your problem.

Everything we do is designed to solve very specific problems.  Before we setup a call, let's make sure this sounds like it could be the right solution for you.

The "Done For You" solution is designed to help a financial services firm that has everything established and is ready to take that next step.

In essence you are a rocket on the launchpad ready to take off, you need the fuel (a steady stream of new clients) consistently delivered to your engines for a short period of time (1-2 years).

If that sounds like your firm then you are looking at the right solution.  As a side note, it is common for our "Done For You" clients to also take our Course.  

Why? Great Question!

Because the "Done For You" solution is designed to pour rocket fuel (lots of new clients) on your firm and launch you to the next level.  Once we have completed that task, we take our equipment and go home.

If you have someone on staff that has taken our course and learns exactly how to do what we did, while we are doing it, they have the opportunity to work along side us and assist with the application of the solution.  This means that after we are gone you have a staff member that can generate leads on their own.  You no longer need a full team to drive new clients to you.  Your firm would have the ability to bring in new clients at will on  your own.

If this sounds like the right solution for you, then click the "BOOK A CALL" button and we will go over all the details with you.

Done For You Solution

Will rocket you to the next level

  • Have you been in business for 10 years?
  • Do you already have strong re-occurring revenue?
  • Do you already have a great team of advisors?
  • Do you already have a great support staff?
  • Do you already have an effective client onboarding process?
  • Do you have access to additional financial advisors if you wanted to hire more?
  • Must have a $50k budget.
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