Problem:

Are you a small firm or advisor that is struggling to get new clients?

Solution: Master Clients Course

We created a course that will teach you everything you need to know to connect with and land new clients at will.  We also provide the support you will need to be successful.

This course is a GAME CHANGER for firms and advisors alike.


If you are a firm owner on a limited budget or if you are an advisor looking to have the best financial year of  your life, this course was designed to teach you ONLY what you need to know.  To get the results we do.

I worded that very specifically because we are not trying to teach you how to become a marketer.  That takes years and years.  We wanted to distill everything down to the most basic and easy to understand steps that you would have to take in order to implement our system yourself. 

As soon as I have a chance I am going to find a fifth grader and ask them to follow the steps we provide because I believe we  have made it simple enough that a fifth grader could successfully implement our course with the desired outcome.

This course will teach you everything you need to know to get the same results a full marketing firm could achieve on your own and within a budget.

The biggest problem people face when trying to tackle something like creating a lead generation system is information overload.  There is so much information out there with so many different ways to do this it almost paralyzes you.

We created this system to demystify this process, to simplify it in every way we could.  We keep the tech talk out of this course and show you the exact steps to take.  We only teach you what you NEED to know.

SUPPORT:  Getting the proper support when you are going through this process is critical.  You will fail at times, you will struggle at times.  Having a team behind you that will be there to answer your questions, brain storm with you, review your content and keep you on the right track is perhaps the biggest value of this entire course.  It can be the difference between  success and failure. 

We are here to make sure you succeed beyond your wildest dreams.   

Book a call so we can answer any questions you may have and get you started today!

 

Master Clients Course

Extremely Popular

  • Part One
    Gets you ready to take the course.
  • Part Two
    We shift perspectives and learn how to attract clients without selling.
  • Part Three
    How to solve the right problems for the right people and scale our presence.
  • Part Four
    You learn how to define and then find the right leads and how to move them through the process.
  • Part Five
    How to create content that moves people to action and how to use Chatbot GPT to do most of the work for you.
  • Part Six
    How to make and edit videos
  • Part Seven
    Setting up your system and understanding how it works and why it works so well.
  • Part Eight
    Email, Facebook, Youtube, Google Ads, and Scorecards. How and when to use them.
  • Bonus
    The value financial educational courses can bring to your bank account and client acquisition system.
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