1. The Road Ahead

In this module I am going to show you the transformation path to the new age advisor and the client acquisition system we will be building together.

2. The Algorithm (Stranger to Client)

In this module I show you our algorithm and process to convert a total stranger to meetings to clients from cold market.

3. Your "new" Mindset

In this module I show you a completely new paradigm and a deeper understanding of your mindset that will change everything in your life and business. This is not a typical motivational stuff but real life content based on the brain science that will bring profound change in you immediately

4. Your Core Pillars

In this module I show you the core pillars that are critical to make social media strategy work for Advisors. In the absence of this nothing will work. I show you how to create a simple strategy that I refer to as "Advisor FORMULA". A very important video to watch.

5. Quick Start on LinkedIn & Facebook

In this module I show you how to "test the water" on our strategy and then give you a proven LinkedIn and Facebook profile template. Then we get to work and I show you how you can start to reach out "total strangers" who are your ideal prospect TODAY. Yes you should be able to reach 100+ people this week and around 40 to 50 per day. So lots of exciting things to happen now.

Action Items: Workbook Items

Congratulations on completing week one! As soon as you've finished watching all of the training videos in full please complete the action items below. 

This is an "implementation program" and to get results you must do the work. Completing the worksheets and uploading them to our action items storage system keeps all of your worksheets safe in one place. We refer back to these worksheets throughout the program so we recommend you upload them.

Questions: Join Weekly Live Q&A Call, Email Support, Ask Question in Facebook Community Group

Everyone needs help specially when they start taking action. You are going to get stuck, have questions or just need some motivation, whatever the case maybe, we are there every week to help move the roadblocks out of your client acquisition path and get your more meetings and clients every single week. In addition you can learn from questions or issues other advisors are facing and implement that in your practice. We record all calls and they are also available to be viewed later on the portal, so you cannot miss any important discussion.

1. Our Outreach Process

In this week 2 we are going to generate meetings and get clients. This is a crucial week. You have to get meetings and clients here before moving forward. You will need to work on this for coming few weeks and perfect each step to get clients. 

Our best results students spend few months here and get to 15+ meetings per month before advancing. They also sign up clients using everything you will learn here. I did this for 8 months before doing paid methods which we cover in future weeks.

2. Search & Connect

In this module I provide more insight on how to find high quality prospects using LinkedIn & Facebook FREE methods. I then also simplify things by providing the big 4 "ideal prospects" Avatar that you should focus initially to get meetings and clients signed up.

We have found these target market to convert faster to meetings and clients. So staying focus on 2 of these will get you great results and a full process in place. You can then tweak this for any niche you may wish to.

3. Message to Meeting

In this training video, I share with you "what" and "how" to say when people accepts your invitation to connect. This is the MOST IMPORTANT video of the entire program and will let you get multiple meetings and clients. This is when you must get meetings and if not then you need to get help.

In this video I also show you how to request personal support to help you with initial messaging to get 5-10 meetings so you can build your "Conversation Stream" which is the single most important thing to get meetings using outreach method fast.

4. Ninja (Step & Gap) Sales Meeting

In this video I share a profound shift in "new age" of sales. Yes marketing is important but clients are signed up with sales. The sales process to a total stranger is different than warm market or referral. In this video I share with you the new way to sell and convert total stranger to a client. 

In this video I also share with you our core sales principle that you MUST adapt to sell and close a total stranger. I then provide you with the "1st Call Script", a powerful weapon to convert total strangers into clients. This process is powerful and can be used on any conversation including your warm market or friends/family. I also show you exactly how I do my "1st sales call" and how to best implement the script provided. This process is proven to work and this video will show you all the logistics to have a powerful 1st meeting that leads to a 2nd meeting. Practice with me in this video.

In this video I show you how to conduct your 2nd meeting which is where you want to ask for a close. Yes this has happened and there are a lot of benefits for asking for close and conducting meeting in the new way. A powerful video to help you change your sales for good. One of our student closed $800K AUM with 2 families in her 2nd meeting, prospects opened account before they left. So the method is powerful to close fast.

Masterful sales people have routine and discipline more than motivation. In this video I show you some traps to avoid and a power tool to use. 

5. Track, Segment & Followup

In this training module, I show you the overall big picture on making social media outreach work very well. Most people don't understand the value of tracking and segmenting data. This comes from years of sales operations and discipline that I attached to our social media strategy to get more meetings.

In this video, I share with you a power tool and a process to keep your entire lead generation process in check. This process of doing the work outside social media platforms is the real secret of generating a strong practice and client acquisition system.

In this video I show you my 5 step follow up process. You hear people talk about "Fortune in followup" but in this video I show you exactly how to do the followup step by step. This will help you un cover more meetings. I have used this for over a year and generated a large number of meetings that otherwise would not have happened. Watch this important video.

In this video, I share with you how to avoid Social Media "Police" ticket. Now knowing this can lead to you being shut down from using social media. A very important video to watch. 

6. Scorecard & Calendar

In this video, I share with you a simple and free tool to use for automating your calendar booking. This is key to building an automated meeting booking system in your practice.

In this video, I show you the power of a lead magnet that I created for you to use to generate more appointments. I provide you editable PC and MAC files so you can create and update your own branded copies.

7. Content - Education led Selling

In this video I share with you a content strategy that will help you become "Top of mind" in front of your prospects and get you more meetings. I will show you why Advisors are doing it all wrong when it comes to posting, how LinkedIn and Facebook Algorithm works and how to create a "Content Mix" that will make you look "Human" and attract more meetings and clients. Powerful module to watch and implement.

In this video, I show you how best to write blog articles fast, a template that is proven to drive actions (meeting booking) and all you need to write really good articles that your prospects will enjoy.I also give you my post writing framework and the right "Content Mix" that will allow your prospect to take note of you and book more meetings. This is a proven model and something that is simple and fast. 

In this video I give you all the tools I have been using to create highly engaged and top of mind content for over 18 months now. To make it even better for you, I have created a "ready to use" articles and posts library for financial advisors. So this way you can get started with building your brand and top of mind awareness instantly and this will help you drive more responses and meetings using our "Conversation Stream" method.

8. inMail Campaign, Summary & Doctor Tool

In this video, I share with you one of the "simplest" way to generate high quality meetings. Of all the campaigns we have in the program, this is the easiest one. I also share with you a "golden" hack to increase your campaign reach. Watch this video.

In this video, I provide you a full picture of Top 10 things you need to do to get meetings and clients. I provide you with a Table of Content so you know where to find the content in the training portal. I also give you a "task management" tool that I use to keep you on track and build a routine. I then show you how to avoid the trap and stay focused.

In this training video, I show you what can go wrong and how to separate  PROBLEMS from SYMPTOMS and also provide you a simple tool to fix things at this stage in the program. I have observed a lot of Advisors in the program and I am always trying to find "Patterns of Success and Failure" and this will help you. Again my goal is to help you get meetings, get clients and make money as fast as possible BUT we need to stay on course and this video shows you how.

Action Items: Workbook Items

Congratulations on completing week one! As soon as you've finished watching all of the training videos in full please complete the action items below. 

This is an "implementation program" and to get results you must do the work. Completing the worksheets and uploading them to our action items storage system keeps all of your worksheets safe in one place. We refer back to these worksheets throughout the program so we recommend you upload them.

Questions: Join Weekly Live Q&A Call, Email Support, Ask Question in Facebook Community Group

Everyone needs help specially when they start taking action. You are going to get stuck, have questions or just need some motivation, whatever the case maybe, we are there every week to help move the roadblocks out of your client acquisition path and get your more meetings and clients every single week. In addition you can learn from questions or issues other advisors are facing and implement that in your practice. We record all calls and they are also available to be viewed later on the portal, so you cannot miss any important discussion.

1. Facebook Ads simplified for Advisors

In this week we go to our market using paid methods on Facebook Ad platform. This is a very powerful week since it will allow you to build a meeting generating machine with a lot of automation. This is going to be taking your practice to the next level. Since there are complexity and risks with paid ad campaigns, please pay special attention as there is little to no room for error.

In this training video I show you the big picture and strategy of using Facebook Ad platform.

2. Facebook Ads Anatomy & Setup

In this module I show you how to setup all your Facebook Accounts correctly and fast so that you are getting ready to run Ads.

3. Facebook Ads Campaign Strategy

In this module I share our strategy. Now I highly recommend you watch this and all the following modules in this week with full un-divided attention and take notes. This will help you learn better and create Ads that will work and help you get more meetings and clients.

4. Facebook Ads Preparation - AA Method

In this video I show you how to write effective Facebook Ads by selecting the Audience and writing angels to attract our ideal retirement leads. I show you exactly how to create Audience and give you proven Ad image, copy and headlines so you can prepare and submit to your compliance team. I also provide you with Advisor Ad swipe file to see the types of Ads other Advisors have been successfully running for a long time, so you can get ideas to create your own Facebook Ads.

This is the exact same method I use to run my own "Profitable" Ads with a monthly spend of over $20,000 and total spend of over $100,000 that has generated over 500 appointments, so you learn a proven Ad strategy. This is a powerful insight to fast track your way through one of the most complex (but the best) Ads platform out there today. A lot of veteran 7-figure Financial and Insurance Advisors are using this platform.

5. Facebook Ads Campaign Launch

In this module, I show you how to create and launch your 1st Facebook campaign and go live. This is when rubber meets the road and is an exciting module. Our students have been able to launch their Ad campaign in less than 1 hour following the step-by-step instruction.

The proven campaign we provide for Retirement & Insurance will start generating "exclusive" leads for you in less than 24 hours of going live, so this is a transformation for most advisors. Imagine your "ideal" prospect coming to you (yes that is correct, they are raising their hands and coming to you, they know what you do, they know what you offer) and this campaign runs 24 X 7 even when you sleep.

Most Facebook Ad agency will charge over $2500 per month to do this for you and most of them are no good since they don't run large campaign with their own money.

6. Facebook Campaign Tracking - FollowUp

In this video I show you how to track a Facebook campaign. Running successful Ads on Facebook is more about math and number than creativity. I then also show you how to manage all the leads and provide you with a follow up process and scripts.

Facebook Ads campaign management is like portfolio management, every day you have to measure the ups and downs of your Ads and make necessary changes. This process allows us to track our client acquisition cost to dollars and cents with just spending few minutes of your time. This skill will be one of the most important to learn in your business and will make your millions (no exaggeration there).

Action Items: Workbook Items

Congratulations on completing week one! As soon as you've finished watching all of the training videos in full please complete the action items below. 

This is an "implementation program" and to get results you must do the work. Completing the worksheets and uploading them to our action items storage system keeps all of your worksheets safe in one place. We refer back to these worksheets throughout the program so we recommend you upload them.

Questions: Join Weekly Live Q&A Call, Email Support, Ask Question in Facebook Community Group

Everyone needs help specially when they start taking action. You are going to get stuck, have questions or just need some motivation, whatever the case maybe, we are there every week to help move the roadblocks out of your client acquisition path and get your more meetings and clients every single week. In addition you can learn from questions or issues other advisors are facing and implement that in your practice. We record all calls and they are also available to be viewed later on the portal, so you cannot miss any important discussion.

1. Contingency & Follow up Methods

In this module I show you how to understand one of the most powerful marketing strategies which his "contingency based actions". Most Advisors treat all the prospect as same and have the same message and offer. The reality is prospects provides us with clues that can be tracked with data and we can made a decision on their preference and interest.

Once we know that we can identify the next best actions and send them additional material or offers which advances them to get educated and then be open for a meeting with you. These contingency campaigns are powerful and will give you long-term clients in your practice.

2. Art & Science of "Value Email" Followups

In this module I show you how to use "email" as your branding and nurturing tool. Up until now you have started to build your "Advisor Platform" and have several 100s or even 1000s of leads on LinkedIn and Facebook. Knowing that most people will not instantly be ready to meet you, we need to keep educating them and be in front of them.

Emails are powerful tool, I share with you my proven method to generate appointments with the use of email. The psychology, the science and the steps to writing emails and making offers. I provide my own template and an "ready to use" email swipe file on retirement, insurance and other financial matters. This is not the typical "Advisor Weekly Newsletter" that is a failed model.

3. The Ultimate Webinar Campaign

In this video I share with you the holy grail of Advisor client acquisition. One of the most successful campaign structure for Financial Advisors has been live seminars and many advisors and firms still use this method. While this method does work, it comes with a huge cost of time and money and more importantly it is not attracting the right prospects.

In today's Netflix and YouTube world, people want instant access to knowledge and no one has time. So what we do in this module is take the best of both world. We take the seminar model and covert to webinar that you can do from your home or office every single week with a small or large group of people. I teach you everything about webinar from creating compelling content, driving registration from organic connections and get more meetings.

This is a powerful way for Advisors to get clients and several large top advisors have been using this secret strategies to scale their business rapidly.

4. Ongoing "Promotional Campaigns" with Time Based Offer

In this training module, I show you how to continue to water the lawn and keep chipping away every day. If you want long term success in your practice then you must put in place a nurture strategy. Most prospect (97%) are not ready to have meetings with you right now, but about 37% of those will be ready in the next 3 to 6 months.

These campaigns are designed to keep you on top of their mind and make them think of no one but you when the right time comes. These are powerful and will change your client flow. I also show you how to run time based campaigns that has been the secret weapon of large companies that runs these every single day such as "International Woman's day" offer, "Christmas" offer, etc.

I provide you with a "Monthly Promotional Plan" tool, so you are able to consistently run your campaigns every month and generate more appointments. This is where all the work we have done so far will be put on steroids.

5. Video Tool Box

In this training module, I show you how to use "Video" as a marketing tool to generate meetings. Videos has been a killer app for a number of years now and has been one of the most high consuming format on internet.

I have been using videos for many years in my marketing. There are some Advisors that are not allowed to use videos due to compliance reasons but a lot of advisors and insurance agents are. In this module, I provide you the framework, tools and templates to create your own videos to build more trust and generate more appointments. Most Advisors don't use videos properly and some are very uncomfortable with videos. I show you multiple types and format of videos you can create fast to take your message to your market. Remember we are not making a Hollywood movie or want to be a celebrity but the only purpose of the video is to generate appointments.

6. The "Deep" Mindset 

In this module I provide a next level view on personal development. We covered basic mindset part in week one but at this stage there is a lot going on with multiple campaigns and you will need to organize your personal life and get out of your own way to making progress.

I share some of my profound lesson in this module and give you real life and practice tools that I use to design your personal life to support your client acquisition. Remember getting clients and sales is hard work. I have learned and live by this principle that "Most Individuals don't have BUSINESS problems but they have PERSONAL problems that reflects in their business". I show how I have and continue to push my limits using systems and brain hacks.

Action Items: Workbook Items

Congratulations on completing week one! As soon as you've finished watching all of the training videos in full please complete the action items below. 

This is an "implementation program" and to get results you must do the work. Completing the worksheets and uploading them to our action items storage system keeps all of your worksheets safe in one place. We refer back to these worksheets throughout the program so we recommend you upload them.

Questions: Join Weekly Live Q&A Call, Email Support, Ask Question in Facebook Community Group

Everyone needs help specially when they start taking action. You are going to get stuck, have questions or just need some motivation, whatever the case maybe, we are there every week to help move the roadblocks out of your client acquisition path and get your more meetings and clients every single week. In addition you can learn from questions or issues other advisors are facing and implement that in your practice. We record all calls and they are also available to be viewed later on the portal, so you cannot miss any important discussion.

1: The Power of Marketing Automation & Funnels

In this video, I show you the big picture view of marketing and technology automation. In today's world we have access to a lot of tools to not only automate things but create the best user experience for your prospects. 

Marketing and Sales Funnels technology has advanced and I show you how this can be used by Advisors today.

2: Level 2 Facebook Ads - Landing Page

In this module I provide you an upgrade to your Facebook Ads. By now you should have a proven Facebook Ads that has generated leads, meetings and even clients. Now we will take this to the next level but building micro websites called landing pages.

This allows us to do advance level of tracking and re-targeting of leads and also take full advantage of Facebook machine learning algorithm with using its "Facebook Pixel" technology and build "Custom Audience and Conversion". We also now use an Email automation tool to provide instant and on-demand experience to our prospects.

3: Setup Landing Page

In this video we setup our landing page for our Ads. This will take your brand to the next level. I show you what tools to use, how to use them, how to set it up and everything you need to make this work. I provide you "ready to use" landing page on click of a button. These are proven pages that you can use without spending time to build them.

4: Setup Email Automation

In this module I show you how to setup your email automation which is key part of a funnel. I provide you with "ready to use" email sequence that you can import to your account on one click and make personal changes. This will get you up and running fast.

5: Tracking & Followup

In this training video, I show you an in-depth way to track your entire campaign to learn your prospect behaviour which allows you to put right offer in from of them to get more booked meetings. We cover Facebook statistic, emails statistics and also call statistics which will give you deeper view into your prospect's mind.

Action Items: Workbook Items

Congratulations on completing week one! As soon as you've finished watching all of the training videos in full please complete the action items below. 

This is an "implementation program" and to get results you must do the work. Completing the worksheets and uploading them to our action items storage system keeps all of your worksheets safe in one place. We refer back to these worksheets throughout the program so we recommend you upload them.

Questions: Join Weekly Live Q&A Call, Email Support, Ask Question in Facebook Community Group

Everyone needs help specially when they start taking action. You are going to get stuck, have questions or just need some motivation, whatever the case maybe, we are there every week to help move the roadblocks out of your client acquisition path and get your more meetings and clients every single week. In addition you can learn from questions or issues other advisors are facing and implement that in your practice. We record all calls and they are also available to be viewed later on the portal, so you cannot miss any important discussion.

1: The "Nirvana" Campaign

In this video, I show you the ultimate and best way to get booked meetings which is via video case study campaign that is used with paid Facebook Ads. Now unfortunately some Advisors are not allowed to use videos but the one who can, this is heads down the best way to grow your practice. This is an advanced level campaign but you get step by step instructions and my full support to build this.

This is a proven campaign structure in multiple industry and many Advisors are using this today to get high quality booked meetings each week. Some Advisors have brought in over $20 Million AUM in less than 2 months by getting meetings book with highly qualified and interested prospects, all on auto pilot. So this is very powerful method. I use the exact same method to grow this very program.

2: Level 3 Facebook Ads - Video Case Study

In this module, I help you build your video case study using some proven video framework that uses advanced level marketing psychology. I provide a template that will allow you to get this done in very short time. I also provide resources to create your videos and offer additional help.

The reason this works very well is because videos allow your prospect to see you and that builds instant trust and confidence plus we create a strong desire for your prospect to book meetings with you and give them full control of setting up appointments so you don't have to chase them to get a time. It is fully automated and once setup, you will wake up to see booked meetings in your calendar and one the best feeling you will have to see things happening when you do other things.

3: Build Your "Robot Sales Person" (a.k.a Sales Video)  

In this video I show you how to create your short 15 minute videos. I provide my proven video template and share with you other proven videos by financial advisors. This video will become your "Robot Sales Person" that will work for ever without complaining.

This is a magical campaign and will produce meetings while your sleep. I have generated over 500 such meetings and I do this every single day even when I am with my family, travelling, helping my advisor students, etc.

4: Campaign Tracking

In this module I show you how to track this campaign from Facebook to video to emails and we track three key metrics, cost per lead, cost per meeting and cost per client. 

5: Putting it all together

In this training video, I show you how you can put everything together from the first campaign to the last. You have now implement a lot of campaigns and I provide some strategies to manage each campaigns and turn on and off depending on your work load. Your get freedom to control your lead flow which is empowering.

Action Items: Workbook Items

Congratulations on completing week one! As soon as you've finished watching all of the training videos in full please complete the action items below. 

This is an "implementation program" and to get results you must do the work. Completing the worksheets and uploading them to our action items storage system keeps all of your worksheets safe in one place. We refer back to these worksheets throughout the program so we recommend you upload them.

Questions: Join Weekly Live Q&A Call, Email Support, Ask Question in Facebook Community Group

Everyone needs help specially when they start taking action. You are going to get stuck, have questions or just need some motivation, whatever the case maybe, we are there every week to help move the roadblocks out of your client acquisition path and get your more meetings and clients every single week. In addition you can learn from questions or issues other advisors are facing and implement that in your practice. We record all calls and they are also available to be viewed later on the portal, so you cannot miss any important discussion.

This program works for Investment and Insurance Advisors. We have different type of Advisors, some are focusing on AUM, some on Financial Planning, some on Insurance only and some are looking for clients but also build a team of recruits. Our core client acquisition process and methodology remains the same and we have different campaign changes that different advisors can choose from. We fundamentally believe that a financial advisor is a "Financial Consultant" and if they take a problem solution approach, they will get clients and be successful. So that is how we look at it and have created specific process to support all types of Advisors.

This program is designed to suit your personal situations. You can go as fast or slow depending on your time. We typically recommend new students and advisors to spend between 5 to 7 hours per week to take the training, do the work and come to the live calls to make the most progress and get booked meetings.

Yes, since this program is specifically designed for Financial and Investment Advisors, we are very aware and sensitive to the compliance requirements. We have found that every advisor is required to follow a common set of compliance however each individuals firms and broker record dealer has their own sets of additional rules. 

Throughout the program, we ask you to get prior approval from compliance just to make sure you capture their feedback and make necessary changes. That being said, we have advisors who have been running fully compliance approved campaigns and getting clients. Since our core philosophy is to focus on your target prospect's pain points, we do very little to talk about you, your credentials, your past success, portfolio recommendation, etc. So our approach is very safe and compliance have quickly approved any materials we have taken to them for approval.

So that totally depends on how quickly you work through the training program and how quickly you take action. The training is designed to hit the market in week 3 with our organic campaigns, which means if you follow the training and do the work, you should be starting to get response and meetings starting week 4 onwards.

We had past students who have got over 8 meetings and 20+ ideal prospect in the first months and one of our advisor students even closed over $1.7 Million in AUM in less than 2 months. So it can work pretty fast.

Yes, since we use a core philosophy of marketing and selling, it will work in any country. Our goal is to help advisors globally. All you have to do is ensure you get compliance approval where required and you should be good to go. 

We know that people all over the world need financial help and knowledge and our advisors are in the best position to help them. So with the problem comes opportunity and in this program, we provide the art and science to take a total stranger in financial need to a paying client with a step by step process.

Great question. This program will work for any Advisor, be it brand new or one with over $100 Million in AUM. This program is designed for Advisors who see a big opportunity and potential in social media channels and are looking to use new emerging ways to attract their prospect and grow their practices.

This program is a great fit for Advisors who are looking to get new clients in their practice and are willing to do the required work to learn and implement new strategies, techniques, and tools.

We have student advisors who are brand new, some have $5 Million AUM, some have over $20 Million AUM and also with over $100 Million AUM. So it truly is a diverse group of advisors, all wants to do more and get better which is what we love about this community.

Our best advisor students are the one, who listens and then do what we ask them to do. Results follow after actions.