WEBINARS

Uncover the Gold Mine in Your Client Files

Tapping the Opportunities That Are in Plain Sight

Save your seat at our latest webinar hosted by CEG Worldwide with industry expert John Bowen.

Date: November 21, 2019
Time: 11:00 a.m. PT/2:00 p.m. ET

Even though you are an already successful advisor, you are constantly on the lookout for sourcing additional assets and attracting new affluent clients.

But at the same time, you yearn for a highly satisfying quality of life with the appropriate work-life balance.

And sometimes that can be a real struggle.

But what if there was a “hidden in plain sight” source that can help you achieve each of these worthy goals? And without a ton of extra effort?

Well, I’m happy to say that there is such a source—a “gold mine” if you will—and all you need to do is discover how to tap into that valuable asset.

Where is this ultra-profitable gold mine located?

It’s in your current affluent client database.

And I will show you how to tap into that gold mine in my new Advanced Master Class, titled Uncover the Gold Mine in Your Client Files: Tapping the Opportunities That Are in Plain Sight.

In our new Master Class, you’ll discover:

  • Specific, highly effective strategies you can immediately use to gather more assets under management from your existing client files gold mine.
  • How to serve fewer but wealthier clients that your current clients introduce you to.

  • How to gain more time for yourself so you can enjoy a higher quality of life.
  • The powerful “Three C’s” method that convinces your affluent clients to keep you as their permanent trusted advisor, entrust even more assets to you, and refer you to their wealthy associates.
  • And much more.

In less than 60 minutes, you’ll gain the strategies and tools that you can put to work immediately to mine new assets under management from your current clients… attract fewer additional but wealthier clients… attain higher income… provide a world-class client experience… and achieve your desired work-life balance.

Bottom line…

You are sitting on top of a gold mine with your current client database, and you may not even realize it.

So if you want to mine that gold for maximum value, then do whatever it takes to attend our Master Class, Uncover the Gold Mine in Your Client Files: Tapping the Opportunities That Are in Plain Sight.

Just fill out the form and click the button to register now.