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Your Trainers
Chad Slagle and Bill Smith
Effectively transforming yourself from
a “salesperson” to
the “Trusted Advisor” does not happen by accident. It is the result of following a detailed process and making sure you make all the right moves with your practice at all the right times. That’s why The Complete Advisor® Boot Camp is led by two incredibly successful advisors who have already been down this path.
Chad Slagle made his transition from annuity salesman to Trusted Advisor in 2005, when he picked up his Series 7 and became a Registered Rep. The next year, he earned his Series 65 and became an IAR with an independent RIA firm. In 2009, he established his own RIA firm – a move which has given him a unique perspective of the advantages and disadvantages of both business models. Last year Chad brought in over $20 million in assets ($13.5 million in annuities), and his client-focused approach landed him among the semi-finalists for
Senior Market Advisor Magazines "Advisor of the Year."
Bill Smith made the transition from annuity salesman to Trusted Advisor eight years ago when he made the decision to become an RIA. Since making this transition, the value of his business has grown by more than 700%, and this past year, he brought in over $25 million in new assets ($18.1 million in annuities) to his firm. His unique business approach earned him a spot on
Senior Market Advisor’s Who’s Who in Annuities, ultimately naming him
The Producer – an exclusive honor reserved for one advisor nationwide.
Bill and Chad developed a close friendship five years ago and have since worked together to refine, improve and perfect their business models to achieve maximum results. At The Complete Advisor® Boot Camp, they will walk you through the detailed process that has transformed their businesses and placed them in the top 1% of all advisors in the country.
