Redefine A Better Path to Success in Financial Advisory
The Seismic Shift
In the aftermath of the 2008 financial crisis, the landscape of financial services underwent a tectonic transformation. Some changes were swift and decisive, while others unfolded gradually, reshaping the industry's core.
The Missing Link
Among the most profound shifts was the evaporation of programs designed to guide young Financial Advisors (FAs) towards—and beyond—the pinnacle of success achieved by industry veterans.
The Post-2009 Reality
For FAs who entered the field since 2009, the path has diverged into two distinct routes:
- Joining established teams and losing control over your own destiny
- Navigating a challenging solo journey
The Moment of Truth
If your current role as a Financial Advisor doesn't align with your initial aspirations, you stand at a critical juncture with two choices:
- Settle: Accept the status quo, relinquishing your dreams of:
- Controlling your income
- Defining your work hours
- Selecting your clientele
OR
- Soar: Take decisive action to reclaim your career trajectory!
Your future in financial advisory is not predetermined. It's shaped by the decisions you make today.
If you are ready to seize control and craft the career you've always envisioned, read on!
Million Dollar Boot Camp
Your Fast Track to Controlling Your FA Career
8 Sessions over 4 Weeks to Transform Your Career
- Take control of your future
- Master timeless FA skills and strategies
- Personalized feedback and support
- Real world tasks and challenges
- Network with ambitious peers
Program Details
- Class size will be limited to 5 FAs and will meet on Mondays & Tuesdays from 3-4 PM EST over a 4-week period.
- Sessions will be held via Zoom and recorded for your later review
- Each session will include suggested actions you will be asked to implement in your practice prior to our next call
- You will also receive 8 hours of private video content that will support and expand on the topics covered that week
- Most of the technical content will be on the videos
- There will be a 90- minute follow-up session 1 month after the Program to encourage accountability and discuss results
Course Content
Week 1: Goals Based Investing
The most successful FAs in the business have mastered 2 skills that are inextricably linked.
- Client Acquisition
- A repeatable process for investing client assets to meet pre-defined goals.
It may seem odd to start with goals-based investing, but FAs that lack a repeatable and scalable investment methodology, end up with books that become increasingly burdensome over time.
Week 2: Embracing Irrationality
There are a variety of skills that you must possess to build the book of your dreams. These skills can be taught and mastered with practice.
The “table stakes” you must supply are empathy and an un-wavering desire to make the world a better place for all that you serve.
This week’s focus will be on breaking down the specific activities needed to successfully identify, connect with and add the HHs that will power your rise. (no cold calling needed)
The only person that can limit your ability to become a $5M Producer is you
Week 3: What do I say and how do I say it?
- Each FA will have 5-10 minutes to respond to the question: Can you tell me about what you do?
- I will play the role of the Prospect and set up 5 different scenarios
- We will then play back the responses, and the group will critique each pitch
The best presenters are not born that way, it is a skill that requires practice and a desire for constant improvement. You could have the greatest message in the business, but if you fail to communicate it with brevity and concision, you will always fall short.
Week 4: Dreams, Goals and Granularity
There are only 4 activities that can move your business forward.
Preparing to speak with a prospect; Speaking with a prospect; Preparing to speak with a client; Speaking wit a client.
Each FA will review their plans with the group and be asked to track these actions on a daily basis prior to our 30-day follow-up.
Accountability is an amazing motivator