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the complete advisor® boot camp
We are excited to welcome you to The Complete Advisor® Boot Camp – the premier advisor-led training in the industry!
This is your opportunity to spend two days with Chad Slagle and Bill Smith – active producers both earning well over a $1 million per year in fees and commissions – as they hand you strategies that will significantly increase the value of your business and improve the financial future of your clients
Chad Slagle made the decision to establish his own RIA firm in 2009 – a move that has provided him with a unique perspective on the advantages and disadvantages of registered rep, IAR and RIA business models. Over the past year, Chad brought in more than $20 million in new assets (with over $13.5 million in annuities).
I've been in the financial advisory business for over 16 years, but their techniques and strategies really center around a system – where I've always felt I was lacking.
Bill Smith’s business has grown by more than 700% since he made the transition from
an annuity salesman to
the Trusted Advisor. In 2010, he brought in more than $25 million in new assets (with $18.1 million in annuities). His unique approach earned him a spot on
Senior Market Advisor’s “Who’s Who in Annuities” as
The Producer – an honor reserved for one producer from a field of thousands.
Bill and Chad will walk you through the entire process they’ve used to literally transform their businesses and earn their positions among the top 1% of all advisors in the country.
In addition to doubling their overall annuity production, Bill and Chad have added a significant revenue stream to their practice by offering managed money solutions for their clients. At The Complete Advisor® Boot Camp, you will learn the secrets of their practice including:
- How to use authority – not reciprocity – to attract wealthier client and close larger deals!
- How to effectively transition your business to an RIA model and position yourself as the “Trusted Advisor” clients in your market seek!
- How to gain rock-solid commitment from prospects before you ever make a recommendation!
- How to strategically position yourself as a “celebrity figure” in the community by leveraging public relations, local and national media, branding and radio!
- Why offering managed money solutions will help you double your annuity production in the next 12 months…GUARANTEED!
- The 7 steps to closing sales quicker, easier and without resistance!
- 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!
- 11 “Top Secret” activities ALWAYS used by the nation’s most successful advisors!
