I have been getting a lot of calls and emails from financial advisors, broker-dealers, branch managers, wholesalers and financial planners who want to give their businesses a boost. Here's what I have decided to do.
I'll give you a no-strings-attached 90 minute PHONE consultation with me. For just $250 ($150 for members) and no additional fees, I will be happy to give you any and all information about your topic(s) of interest. If you choose to work with me further, it will be your choice.
In the 90 minutes you have me on the phone you can:
- Pick my brain about any subject you like
- Thoroughly review your referral and networking strategies
- Discuss ideas for better segmenting and servicing your clients
- Review ideas for developing an ongoing client communication calendar
- Get my opinion on your latest prospecting strategy
- Go over your marketing material that you send me first in the mail
- Share ideas for structuring or re-structuring your team
- Discuss ways to add new members to your team
- Brainstorm ways to increase your fee-based income
- Review techniques for increasing your bottom-line profits
- Get expert feedback on your investment or financial planning process
- Anything else you may want to talk about that's not on this list
Click "Add to Cart" below to pay and get your consultation scheduled.
Note to Members: The Member Price (only $150) will appear on the order review page. Be sure to use your member email address to qualify for the discount.
The $250 you pay for this consultation can be used as a credit towards any of my more expensive (over $900) coaching, consulting, or training programs that you purchase AFTER this payment and consultation. This credit can ONLY be used towards the purchase of services which total over $900. This consultation may only be purchased and applied ONCE.
Please call me at 757.564.7226 if you have any questions.