Want to work with me from the comfort of your own office on a time table that works for you? Check out some of these virtual classes to get you working more efficiently towards the Advisory Business of your dreams.
In this Masterclass you will receive my EDITABLE Money Guide Pro Template, the EDITABLE client letter we use for plan updates, AND some best practices when it comes to gathering data and inputting into MGP. This document saves me and my team an insane amount of time, increases our professionalism, and leads to faster client implementation. CLICK FOR MORE INFO!
In this 60-minute Masterclass you will learn how to create a laser-focused marketing message that speaks directly to your Ideal Client. I'll give you the tools and exercises you need to define your Ideal Client Avatar and figure out where your "sweet spot" is for planning. Understanding these important things about your clients allows you to craft a message that helps you stand out from the sea of advisors and help you to add immense value---which makes you super referable!