Effort-Less Marketing for Financial Advisors
Five
Steps to a Super-Profitable Business
& a Wonderful Life
60-90 Minute
Outline (Click here for the
Full-Day Version)
Introduction
The Client-Centered Era
Five Key Strategies for Building Your Business
Create
Your Compelling Vision of Success
Your Ideal Personal Life
Your Ideal Business
Target
Profitable Markets
Three Characteristics of Each Niche
The 10 Most Profitable Market Segments for Investment Advisors
Research
to Identify Opportunities
Prospect Knowledgethe Key to Success
Interview clients, prospects and centers of influence
Position
To Attract Qualified Prospects
How Your Positioning Determines Who You Attract
Communicate
Your Benefits
Five Proven Attraction Tactics
For
more information or to book a presentation, call Steve Moeller at
(714) 505-8030
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