What is the simple and effective strategy for Financial Advisors to increase and optimize their productivity and income while maintaining control of their time and their business?
Consistent warm qualified 1st appointments*
*A warm qualified 1st appointment is an appointment with a qualified friend, colleague or family member of clients the Advisor wishes to duplicate. In addition, the Advisor is warmly introduced (not referred) and endorsed by the client.
The Bellis Method tm & The Warm Introduction System™ Work smarter not harder.