Financial Advisors:
Decode Client Decision-Making with Precision
Master how clients make decisions to supercharge your business growth.
Are you meeting prospects and clients but struggling to consistently close deals or finding the process too slow?
We know why.
If you’re like most financial advisors:
- You know you can help people, but they just aren’t deciding.
- You identify with one of four Decision Personas.
- You excel with prospects who share your style, but struggle with others (that's why your client base mirrors you).
- You treat prospects how *you* want to be treated, but 75% of them are wired differently!
- You're unsure how to engage other personas, leading to indecision, follow-up fatigue, and slow progress.
We’ve been there. Now we never present without knowing the prospect’s
Decision Persona.
That’s why we’re hosting the Masterclass:
Determining Decision Personas:
Your Secret Weapon to Closing More Business, Faster.
Join Us
October 17th, 10 AM Pacific / 1 PM Eastern
- Learn why Decision Personas matter and discover your own.
- Master identifying personas with a simple 4-quadrant matrix.
- Increase your success rate by 75% by adapting to all personas.
- Avoid the common mistakes when interacting with different personas.
First and foremost, we are advisors like you. Ten years ago we added annual financial planning fees to our recurring revenue model and have not looked back.
We moved in this direction to regain our sanity, to bring predictability to our revenue, to stop working 24/7 & to bring clarity to unclear client expectations. And the wildest thing happened … It Worked!
Since then we have collected over $2,000,000 in planning fees and delivered nearly 500 financial plans!
Today, planning fees account for 20% of our annual revenue with product sales accounting for the remaining 80%. (We do not take an all or nothing approach!)
Best of all we gained back 50% of our time! So today, in addition to running our practice, our greatest fulfillment comes from helping other advisors duplicate and often exceed our success, hopefully saving them at least a few years of the stress, anxiety & headaches that we endured before cracking the code.
We have now made it our mission to provide Financial Advisors REAL strategies and SIMPLE hacks that work (NOT THEORIES) that are easy to implement, & will deliver you RESULTS!
To get a feel for the techniques we share with our clients, download our Private Podcast episode, Preventing Election Panic.
This Masterclass is for you if:
- You’re passionate about helping clients but stressed by the pressures of selling.
- Struggling with inconsistent income that leaves you feeling uncertain.
- Getting ghosted by prospects and facing delays in closing.
- Knowing you can be a top advisor but feeling like it shouldn’t be this hard.
- Buried in unpaid work, overwhelmed, and questioning your path.