The graveyard of failed advisors, agents, and wholesalers is filled with technical experts who lack quality prospects and clients they need to fill their funnel, upgrade their clients, and make more sales. The result is a lack of ideal clients and revenue.
With the help of Annette Bau, CFP ® practitioner, you’ll learn the strategies used to help advisors and agents increase their revenue up to 775%, referrals up to 1025%, and new assets up to $80 million! She’ll teach you how to generate prospects and fill your funnel so you can close more clients and generate more revenue.
You will discover:
- How to stop chasing clients and prospects, and attract your ideal client.
- The 8 critical steps to create a “results driven” sales process.
- The 2 types of lead generation strategies that work best for advisors.
- The MS formula that is required to achieve massive results.
- The most commonly overlooked strategy to grow your business and increase your bottom line.