Elite Advisors Dream of a Pipeline Filled With Great Prospects

Warm Qualified Prospects
Some Advisors are living the dream because they are “givers” who did some research and took a small risk in hopes of a big reward.

They made the decision to quickly test a simple business strategy and to share the vision of a “giving business”, reciprocity and permission:

1. To transform many of their existing best clients into a tribe of client advocates*
2. And grow the tribe by continually developing new generations of client advocates

*Client Advocates warmly and personally introduce Advisors to their qualified friends and colleagues.

The Bellis Methodâ„¢
Building a tribe of client advocates