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Leaving the Grind Behind Discover how Nick Went From Spinning His Wheels to Mastering His Time
The Point
Advisors Excel helped Nick implement processes to maximize his efficiency — giving him more free time and exponentially increasing his seminar conversions and production.
Are 70- and 80-hour workweeks becoming your norm? Are you struggling to convert prospects from your marketing funnels into appointments? Nick S. was wrestling with both these challenges when he came to Advisors Excel and discovered a new way to work.
THE CHALLENGE:
Long Hours and Inconsistent Results
Operating as a one-person shop, Nick lacked planning, processes and structure for his sales and his seminars.
“It was hard. I was working six, seven days a week just to try to get by and struggling to book seminar appointments at even a 40% rate — and that was on a good day,” Nick said.
“ Not to sound dramatic, but it's changed life for me and my family.
THE SOLUTION:
Training and Support for a Transformation
Advisors Excel offered Nick a lifeline in the form of:
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Innovative Seminar Strategies: Transforming Nick’s seminar presentation and approach.
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Sales and Marketing Insights: Empowering Nick to dial in his processes.
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Operational Efficiency: Providing strategies for growing and maximizing efficiency.
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Team Building Expertise: Helping Nick build a strong, capable team to sustain growth.
“We just implemented everything. We took it on like a sponge,” Nick said.
“ Honestly, these types of numbers we're doing today weren't even on my radar.
THE RESULTS:
Exceeding Expectations
Since partnering with Advisors Excel, Nick’s business has done a 180:
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Business Growth: 10X growth in five years.
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Increased Appointments: Seminar booking rates soared to 85%-100% from 40%.
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Work-Life Balance: Nick enjoys 30-hour workweeks instead of 70- to 80-hour weeks.
“These types of numbers we’re doing today weren’t even on my radar,” Nick said. “Not to sound dramatic, but it’s changed life for me and my family.”
Take Action: It's Your Turn to Transform
Are you ready to elevate your financial advisory business? With personalized coaching, cutting-edge marketing strategies and comprehensive operational support, Advisors Excel is here to help you reach your full potential.