It all starts with asking yourself...
"What do you want your business and lifestyle to look like?"
Session #1 will take you through the process of developing clarity in your business and personal life. You'll discover how Top Advisors build their Ideal Business, with Ideal Clients, and still have time to live life on your terms.
Session #2 will open your eyes to why Top Advisors shift their business from AUM percentage to a flat fee for service. One of the many secrets to the success of the Top 1% of Advisors is they are paid very well for their services. You'll learn the why and how to have clients happily pay you top dollar for the value you provide with a smile on their face.
Session #3 teaches you how to craft the Ultimate Client Value Promise like the pros. After watching this session you'll have a proven, repeatable process for clearly explaining to your clients how you will be the one person that can help them reach their goals.
In Session #4, you'll learn the productivity and accountability secrets of the high performers in the industry. Top advisors have learned how to leverage systems and processes to get the most work done, in the shortest amount of time. After this session you'll walk away with the knowledge of how to get your time back!
Session #5, will reveal how Top Advisors manage their energy and experience breakthroughs in their business. You'll come face-to-face with the most common obstacles, fears, and limiting beliefs holding you back from your dreams. When the session is over, you'll have the tools to overcome self-defeating mental blocks, freeing you up to achieve your goals in a big way!
BONUS "Ask Me Anything" Session: After experiencing the 5-part series, you're sure to have questions and concerns. So as a special bonus, you'll get access to an additional "Ask Me Anything" session. Think of this as a virtual group coaching session. I'll help you overcome your challenges and I'll answer your questions. No question will be left unanswered.