Who We Work With

The Client Centric Marketing Course is designed for Financial Advisors who have over 7 years of experience. We work with advisors who:

  • Are a CFP, RIA, ChFC, CROC, Registered Rep, MDRT
  • Have an income of 150k – 1m or more
  • Are good/excellent financial planners, educators and advocates
  • Are givers
  • Have 20 or more clients with whom they have a great relationship. By definition, they are your clients who are grateful, cooperative and produce good revenue. The clients you would love to duplicate.
  • Want a simple, stress free, “quality client” development strategy
  • Want a pipeline – always full – of quality warm introductions where you control the spigot.
  • Want more revenue, not more work time
  • Want more freedom and time to enjoy life