Wouldn’t it be Great to be a Master of Client Acquisition?

trust level dialTrue or False: Most Advisors work too many hours for too little money for too many of the wrong clients.

Based on the responses from the polls we have been conducting indicate that this is TRUE:

  • 93% of Advisors said they need or want to make more money,

  • 83% said they want to work fewer hours per week and take more REAL vacation every year, and

  • 98% said they would like to have a smaller total number of clients who each pay them more.

What about you?

Chances are very high that your current approach to client acquisition practically guarantees that you will work too many hours, for too little money, and for too many of the wrong clients.


Ironically, most Advisors want exactly the opposite: more money, less hours, and more of the right clients.

1. Money.
2. Time.
3. Smaller total number of clients who each pay you more.

If you have a sincere desire to get better in any, or all, of these areas enroll yourself in my complimentary, LIVE training session.

In addition to getting the most clear and concise definition of “client acquisition” you’ve ever heard, in about an hour, you will discover the answers to 4 vital questions: 

1. Who should be your target client and why?
2. Why is it easy to “steal” (rescue) the best clients from established Advisors? 
3. What’s the BIG mistake that most advisors make and what to do about it?
4. What are the keys to successful Client Acquisition, like where to find higher-net-worth prospects? 

I’ll also share case studies, stories, and examples of what the best advisors do well and what most advisors are doing wrong.

In order to work fewer hours, acquire the RIGHT clients, and make more money, join Bill LIVE for this training session by going to https://youradvisorroadmap.lpages.co/clientacquisition-1-23-18.

I’m looking forward to having you join me on this powerful training session to help you accelerate your 2018 results.


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