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