what you will learn

RIA? IAR? Registered Rep? Insurance Only? Identify the best solution for your business!
How to effectively transition your business to an RIA model and position yourself as the “Trusted Advisor” clients in your market seek!
Why offering managed money solutions will help you double your annuity production in the next 12 months…GUARANTEED!
How to gain rock-solid commitment from prospects before you ever make a recommendation!
How to develop a recurring revenue stream that will significantly increase the value of your business each year!
The 7 Steps to closing sales quicker and easier:

Chad and Bill open up all their books and systems for you as far as how they run their office which is amazing.

north carolina

jim

How to strategically position yourself as a “celebrity figure” in the community by leveraging public relations, local and national media, branding and radio!
The 3 stages of an advisor’s journey & how to rapidly accelerate your progress through the ranks!
How to properly position a fee for your services and why not charging for your expertise could very well be costing you business!
How to run a more efficient office and ultimately see more clients by delegating and implementing simple strategies with your staff!
How to use authority – not reciprocity – to attract wealthier client and close larger deals!
11 “Top Secret” activities ALWAYS used by the nation’s most successful advisors!
Why “Buy and Hold” is dead and how to effortlessly take clients from any advisor offering this solution!
How to implement the D.I.A.S. (Dynamic Investment Allocation Strategy) – an investment strategy which actively invests in diverse asset classes seeking the highest potential returns and avoiding loss of principal (in other words, the opposite of Buy and Hold)!

north carolina