Quality Client Acquisition Round Table for Financial Planners & CFPs

Coming Soon: Our Next Quality Client Acquisition Round Table for Financial Planners & CFPs


For more than 15 years, I have helped experienced Financial Planners and CFPs consistently develop high-quality clients, like I did, without wasting time & money on marketing, prospecting, or lead generation services.

Soon, I will be announcing our next Quality Client Acquisition Roundtable for Financial Advisors, who have 10 years+ of experience. We will not only share and discuss the challenges we’ve encountered in consistently meeting with warm quality prospects and building a large book of predominantly quality clients. The successes we’ve enjoyed will be shared and discussed too.

We will also discuss how many Experienced Financial Advisors have rapidly and consistently increased the growth and the rate of growth of their book of quality clients and their revenue. They routinely access their best clients’ network of quality relationships with a Permission-Based, Quality Client Acquisition Process that starts with a simple, comfortable 5-minute phone call.

I hope you can make it. Let me know if you’re interested.

Matthew G. Bellis
Matthewbellis1@icloud.com