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 Knowledge—the 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
 

Conclusion
 

For more information or to book a presentation, call Steve Moeller at (714) 505-8030

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