AdvisorRoadmap Virtual Training Platform

12/06/2023

In order to help people align their financial choices with their most important goals and most deeply held values, they must be crystal clear on what they are.

Sounds so simple, right?

Yet the majority of advisors spend the majority of their initial meeting with prospects either talking about themselves, trying to show how smart they are, or not asking the right questions.

Roy Disney, Walt Disney's brother said it best, "When your values are clear, your decisions are easy."

I recently had the opportunity to conduct a Financial Road Map Interview with a high net-worth couple, Tony and Sue. After the completion of their Values Conversation, a critical conversation within the Financial Road Map Interview, we paused the interview to get their feedback on their experience of going through the Values Conversation.

Watch them describe this in their own words.

Key Highlights:

1. In less than 1 hour, I discovered more about them than their advisor of 40 years.

2. Sue's face when Tony asks if she agrees... "I don't think he's there yet."

Want to watch the full Financial Road Map Interview with a high net-worth couple, Tony and Sue?

Comment below or email me at [email protected] and my team will send to you.

www.YourAdvisorRoadmap.com

08/16/2023

Good News - Most Financial Advisors Are Perfectly Happy Being Average

There's always a lot of talk about how to be a better financial advisor.

The hope is that if you become a better financial advisor, you'll acquire more clients.

Unfortunately, that's not always the case.

To acquire more clients, preferably Ideal Clients, you need to get better at the skills that actually matter when it comes to acquiring the right clients.

Hint - It's not your technical skills.

So what do you need to be better at?

#1 - You have to be a better communicator. Better at asking questions. Better at listening. Better at making a personal connection with both spouses. Better at communicating why your client value promise is better than their current advisor, or any other advisor they are looking to hire.

#2 - You have to have a better process. You need to have a repeatable process that delivers superior value, before and after you get hired. You need a flowchart for every single step of the client acquisition process.

#3 - You need to provide a better experience. Every step of the process needs to include a superior experience. Interactive, engaging, inspiring, and emotionally compelling.

#4 - You need a better Client Value Promise. You need to deliver better value and service than what they are currently getting, or would be getting from another advisor.

The good news is that most financial advisors are perfectly happy being average. Providing both an average experience and an average amount of value to their clients thinking that they would never leave them.

The truth is, their clients probably never would leave... until they meet YOU!

www.YourAdvisorRoadmap.com

07/18/2023

📢 Attention Financial Advisors! 📢

🔍 Discover the Anti-Sales Approach to Acquiring Ideal Clients! 🎯

🚫 Say goodbye to pushy sales tactics and hello to building genuine connections with your clients and prospects! 💙

📈 Are you tired of the old-fashioned sales techniques that leave both you and your clients feeling uneasy? It's time for a change! 🌟

🙌 Join us as we revolutionize the financial advisory industry by adopting an approach centered around building meaningful relationships and creating a high-level of trust. 🤝💡

🌟 Stand Out from the Crowd: Differentiate yourself by embodying authenticity and integrity. We call this the Trusted Advisor Way of Being 🌟✨

Remember, acquiring ideal clients is not about making sales — it's about making a positive impact on people's lives.
Together, let's transform the financial advisory landscape! 💪

www.YourAdvisorRoadmap.com

💬 Comment below or message for more details on how to embrace the Anti-Sales Process and attract your Ideal Clients.

Our mission is to build a community of trusted advisors who make a real difference! 🌍

07/14/2023

Attention Financial Advisors! 📢

Are you ready to take your client acquisition game to the next level? 📈💼

Join us for the Client Acquisition Masterclass on Thursday, July 20th! 🎓📅

Secure your spot now: 🔒👉 https://bit.ly/3XNguhs

Discover the secrets behind a proven, repeatable process to acquire more Ideal Clients and boost your success in the financial industry. 💪💰

In this power-packed session, you'll gain invaluable insights from the highest paid trainer and coach in the financial services industry, yours truly, and I'll share strategies and tactics for attracting and retaining high-value clients. 🚀🔥

What's in it for you? 🤔

CLIENT ACQUISITION - What is the best definition of Client Acquisition that will guide all of your decisions, focus, and actions. 💼💡

IDEAL CLIENTS - Who should your target client (Ideal Client) be and why? Where they are and what to say and do to attract and acquire them quickly. 🎯🎯

AVOID THIS MISTAKE - Discover the BIG mistake that most advisors make and how to ensure you never make this mistake. ⚠️🚫

STEAL OR RESCUE - Learn why it's easy to steal, or rescue, the best clients from other advisors, and HOW TO DO IT. 💼💔➡️💼🔥

CRITICAL CONVERSATIONS - Learn a proven, scripted, repeatable process that's designed to attract & acquire more Ideal Clients. 🗣️💼🎯

Don't miss this incredible opportunity to propel your career to new heights! 🌟⬆️

Secure your spot now: 🔒👉 https://bit.ly/3XNguhs

Hurry, seating is limited! Reserve your seat today and get ready to thrive in acquiring more Ideal Clients. ⏳💼📈

See you on July 20th! 🗓️🤝

07/12/2023

Rapport is not the same as trust.

Your goal as a is to build trust so they hire you, not build rapport so they like you.

www.YourAdvisorRoadmap.com

06/15/2023

Most financial advisors have a strong desire to elevate their client value and work with higher net-worth clients.

On the flip side, very few are willing to do what it takes to actually accomplish this.

They are simply unwilling to do the work necessary to achieve their goals.

🎯 This is great news for those financial advisors and professionals that do possess the desire AND the willingness to improve their skill and confidence in acquiring Ideal Clients.

🚀 If you are one of those advisors, it's important to remember your current situation is not your final destination. But, you can't keep doing the things that got you to where you currently are and expect different results.

If you're attracting too many of the wrong clients, you need to learn how to attract better, higher net-worth prospects that match your Ideal Client Profile.

Continuing to take on non-Ideal Clients will literally suck the life out of you, your business, and ultimately will leave you with less time for Ideal Client acquisition time.

If you are tired of building and running your non-Ideal Business and want, or need, to start building your Ideal Business with Ideal Clients, you don’t need to re-invent the wheel or try and figure it out on your own.

I've worked with thousands of advisors just like you, who have successfully implemented a proven, repeatable process and now have the Ideal Business they dreamed of.

And next Thursday, June 22nd, I’ll be sharing the exact same proven, repeatable process for mastering Client Acquisition.

Join us for a complimentary Client Acquisition Masterclass on Thursday, June 22nd at 11am Pacific / 2pm Eastern.

Register Here: https://bit.ly/3p9n8BF

This 1-hour Masterclass has the potential to be career-altering and life-changing for YOU! Don't miss out.

Learn how to attract & acquire more Ideal Clients by using a proven, repeatable process, Values-Based Financial Planning and the Financial Road Map.

05/24/2023

📢 Attention Financial Advisors! 📢

Are you tired of working endless hours for the wrong clients, all while earning too little money? It's time to break free from the cycle and discover a better way to acquire your Ideal Clients!

Discover The Financial Road Map. A FREE online training that will equip you with a scripted, repeatable, and proven process to attract and retain the clients you truly desire.

🎯 The majority of financial advisors are working too many hours, for too many of the wrong clients, for too little money. 🎯

But why does this happen?

The primary reason lies in the flawed client acquisition processes that guarantee you acquire the WRONG clients. It's time to ditch those outdated methods that lead to working with lots of small clients.

💡 Say goodbye to:

✅ Email marketing sales funnels
✅ Stalking people on LinkedIn
✅ Facebook ads
✅ SEO
✅ Seminars
✅ Buying leads
✅ Expensive dinner meetings
✅ Radio shows

Instead, embrace a new approach that focuses on attracting your Ideal Clients and building a thriving financial advisory practice.

Join us for Discover The Financial Road Map and unlock the secrets to acquiring more of the right clients. Don't miss out on this invaluable opportunity!

Register now for FREE ➡️ https://rb.gy/tusrk

05/23/2023

📣 Calling all Financial Advisors! 📣

Don't miss out on an incredible opportunity to elevate your client engagement game!

Join our online training session this Thursday, May 25th, and unlock the secrets of the #1 client engagement process in the world: the Financial Road Map.

🔍 Discover a Scripted, Repeatable Process That's Proven To Work!

With the Financial Road Map, you'll gain the skills and knowledge to attract Ideal Clients and turn them into profitable, long-term relationships. This time-tested process has been successfully implemented by advisors from all corners of the globe for over 35 years. It's the real deal!

🌟 Create Epiphanies and Win Clients!

Imagine being able to generate epiphanies in prospects and existing clients, making them realize the need for a financial plan (or a better one) and inspiring them to hire YOU to guide them on their financial journey. The Financial Road Map has been hailed as an "epiphany-creation machine" by those who have witnessed its power firsthand.

But don't just take our word for it! Watch actual advisors describe, in their own words, the incredible impact the Financial Road Map process has had on their businesses.

💼 Register now and secure your spot for this game-changing training. Don't miss out on a chance to revolutionize your client engagement and supercharge your success!

📅 Date: Thursday, May 25th
⏰ Time: 11:00am Pacific / 2:00pm Eastern
🔗 Register here: https://rb.gy/tusrk

05/22/2023

📢 Financial Advisors, if you want to work with high net-worth clients, you need to know about high net-worth people.

✅ When do people become wealthy?

✅ Where are they? What do they do?

✅ What motivates them?

Let's tackle the first one... 80% of self-made millionaires make it after the age of 51 and it takes them 32 years to become wealthy!

If you want to learn more about wealthy people and how to acquire wealthy people as Ideal Clients, access your copy of the Master Client Acquisition Guidebook at https://lnkd.in/gEnsQseM

Enjoy!

www.YourAdvisorRoadmap.com

05/17/2023

📣 Attention Financial Advisors! 📣

Are you ready to take your client acquisition game to the next level? 🚀

Join us for the Client Acquisition Masterclass on Thursday, May 18th! 🗓️

Discover the secrets behind a proven, repeatable process to acquire more Ideal Clients and boost your success in the financial industry. 💼💰

In this power-packed session, you'll gain invaluable insights from the highest-paid trainer and coach in the financial services industry, yours truly, and I'll share strategies and tactics for attracting and retaining high-value clients. 📈🔑

🌟 What's in it for you? 🌟

✅ CLIENT ACQUISITION - What is the best definition of Client Acquisition that will guide all of your decisions, focus, and actions.
✅ IDEAL CLIENTS - Who should your target client (Ideal Client) be and why? Where they are and what to say and do to attract and acquire them quickly.
✅ AVOID THIS MISTAKE - Discover the BIG mistake that most advisors make and how to ensure you never make this mistake.
✅ STEAL OR RESCUE - Learn why it's easy to steal, or rescue, the best clients from other advisors, and HOW TO DO IT.
✅ CRITICAL CONVERSATIONS - Learn a proven, scripted, repeatable process that's designed to attract & acquire more Ideal Clients.

Don't miss this incredible opportunity to propel your career to new heights! 💥

Secure your spot now: https://bit.ly/3NOar9w

Hurry, seating is limited! Reserve your seat today and get ready to thrive in acquiring more Ideal Clients. 🎯💼

See you on May 18th!