The Advisor Who Can Benefit Most From the Effort-Less Advisor Coaching Program:

• Has been a financial advisor for at least 3 years (knows the basics of the business)

• Uses a consultative sales process (gathers data, evaluates it and makes formal recommendations based on prospect's wants and needs)

• Nets over $100,000 in personal income (the more successful you are now the more value you will get out to the coaching program)

• Has at least $1,000,000 generating recurring revenue (so you can get right to work attracting new assets)

• Has invested in other coaching, marketing, business development or personal development programs (you can adapt ideas and strategies to your unique situation)

• Is client-centered (loves people and wants to help them achieve their goals and dreams)

• Is entrepreneurial and marketing oriented (wants to build a saleable, process-oriented business with substantial recurring revenue, willing to "see the people")

• Adaptable and coachable (your results are based on your ability to implement)

The Advisor Who Can Benefit Most From Steve Moeller's Consulting and Mentoring  Program:

• Fits the above criteria but has more money under management, typically close to $100 million in assets

• This person is building a larger enterprise with a team of three or more professionals

• They have the desire and resources to accelerate the business development process.
  

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Updated on 05/09/2006