Great chatting to Clayton Daniel from XY Adviser about some tips for financial advisers from my keys points of inflection & epiphanies over the last 30 years - including why I now do what I do - what the adviser of the future looks like, & how I can help give the new ‘life-first’ advisers the belief, confidence, and tools to nail the proposition of the future. Well worth a lockdown listen.
We are delighted to advise that The Client Centric Advice Program is now live – online.
We now offer our popular signature program unbound by location & removes the complexities of travel & time away from your home & business.
While many practices survive, they don’t thrive in the way their principals imagined when they set out. What about you? Growth? Profits?
There is a better way. This is your time to shine.
For the belief, confidence, tools & roadmap, the Program includes 14 modules, over 27 videos, over 38 global best practice templates, scripts & agendas, along with quizzes, FAQ & text. All that can be worked through & implemented at your own pace and timeline.
All for the cost of less than one new client.
Check it out at https://lnkd.in/gm9Eryi
David has had an amazing career from planner to helping build Shadforth which was acquired for $670M. He explains the true value of advice for advisers and clients alike being 'above the line'.
David Haintz Linkedin:https://lnkd.in/guvfw-4
Global Adviser Alpha Website:https://lnkd.in/gvGuHFq
General Disclaimer –https://lnkd.in/gP4DYcX
New XY platform now available:
For the first time ever we’re offering our popular signature program in a way that is unbound by location and removes the complexities of travel and time away from your home and business.
While many practices survive, they don’t thrive in the way their principals imagined when they set out. What about you?
- Poor work life balance?
- Limited Growth?
- Too little profit?
- Limited earning?
There is a better way. Is this your time to move to a more successful future?
In the 31 years we’ve been working with advice businesses, we have helped thousands of professionals to:
- Achieve significant growth in revenue and profitability
- Build or improve systems and processes and be more in control
- Attract and retain the right clients and team members, and
- Move from a practice to a genuine business
The outcomes speak for themselves. Benefits in 12 months for those that have done the program and implemented are:
- New clients up over 100%
- New revenue up over 120%
- Prospect to Client conversion up over 250%
- Ongoing revenue up over 130%
- AUM - average client up from $379k to $784k – over 200%
The Program includes 14 modules, over 27 videos, over 38 global best practice templates, scripts and agendas, along with quizzes, FAQ and text. All that can be worked through and implemented at your own pace and timeline.
All for the cost of less than one new client. Early bird expires 31st August.
Why wait? To invest in your future, the time is now.
For further information or to join, click here
PS. We are here to help all. If you have peers at work or via networks that may benefit from this program, please forward this email on. It’s open to all that may benefit, and unbound by location and removes the complexities of travel and time away from the office.