If you are an Advisor with a book that includes mass affluent clients with a $500k – $2.5MM net worth, you should be using the 60 day rule to grow or deepen your business in this market.
The Bellis Method™ is a marketing mentoring system that simply and effectively teaches Advisors how consistently be in front of 1-4 new qualified high wealth prospects every month. It’s what will set you on the path toward dramatically increasing your income and the value of your business for the rest of your career.
The Bellis Method™ starts with a detailed, targeted analysis of your client base and, at the same time, the development of your marketing story. This precisely crafted story connects you with clients in a uniquely compelling way that opens doors to greater access. It is the cornerstone to this marketing process and within 60 days you will develop your first client advocates, champions who will introduce you to their qualified friends, colleagues and family.
We continue with steps that teach and mentor our clients, who are already good advisors, to be excellent marketers. You will see progress as you begin learning the steps, speaking with us on a regular basis, one-on-one, several times a week, as we guide you toward your goals.
So take the first step – let’s have a conversation to discuss if the 60 Day Rule is right for you. It’s what we do. It’s what we’re good at.