Attract and Serve Wealthy Investors with Vision Coaching For most wealthy investors, happiness and fulfillment are more valuable than stellar performance. Learn how to use the latest research on the Science of Happiness to integrate Vision Coaching into your practice. This powerful business-development process can help you stand out in the crowded marketplace so you can attract, convert and retain appreciative, wealthy clients.

Effort-Less Marketing for Financial Advisors
Quit fighting the market forces and start building your fee-based income. Learn a new way to market your services that takes the guesswork out of reaching the wealthiest and most enjoyable clients, makes referral-gathering a no-brainer and completely revitalizes your business. Learn the Five Steps to building a super-profitable business and a wonderful life.

Design a Win-Win Business Model
In today's competitive marketplace, it's critical that your business run efficiently. Find out why most financial service businesses are dysfunctional and how to avoid that trap. Learn how the industry is changing and how to respond to the new opportunities. Identify the primary functions of your business and your ideal role within it. Find out how to design a win-win business model to create customers for life.

Convert Traditional Accounts to Fee-Based Business
Why has the fee-based business model become the most popular alternative with wealthy investors? Discover the benefits to you and to your clients in this session. Learn how to transition 100% of your eligible accounts to fees using a 10-step conversion process. Find out what wealthy clients really want from their advisor and how to deliver. Learn to use this sophisticated conversion process to attract new money.

Create Profitable Strategic Alliances with Centers of Influence
Strategic alliances are the single most powerful marketing strategy for financial professionals. Accountants, attorneys, insurance professionals, and investment bankers are prime candidates for strategic alliances-but how do you create a win-win-win situation? Learn a step-by-step process that gives you a solid foundation for building profitable long-term relationships.

Position Yourself as a Client-Centered Advisor
High-net worth investors want to work with an expert problem solver, not an aggressive product pusher. Learn how to develop and use powerful positioning to communicate your benefits and payoffs effectively. Participants develop their own positioning statement and a verbal benefits statement.

Create Your 90-Day Success Plan
Steve's most popular interactive session, this presentation walks participants through the strategic process of designing the ideal financial service business. Clarify where your business is currently, where you want to go and what it will take to get there. Participants leave with a 90-day action plan that is in alignment with their long-term goals.

Create Your Compelling Marketing "Story" (60 minutes - 2 hours)
In this interactive session you will develop your own compelling marketing story. Participants will create a powerful "business purpose statement" that communicates their key benefits to clients and prospects. Advisors will learn how to communicate the value of their investment and insurance services without overtly selling or asking for business. Interested prospects will ask, "how can I become a client."

Envision Your Ideal Business
Financial advisors don't lack opportunity, but they often lack focus. Participants will envision and define the ideal business model for their unique interests, talents and target markets. During this interactive 90 minute workshop, financial advisors will clarify their ideal revenue model, income, office environment, support team, clients and role in their company. This is an interactive session that uses "paired sharing" to get advisors thinking and talking about their ideal future. Participants will leave focused and inspired to build the business of their dreams.

Discover Hidden Wealth In Your Community
Most of the real wealth in North America is hidden. But each community has its "rich niches." You won't penetrate high pay-off niches with seminars, cold calling or mass mail. Learn the secrets of relationship-based niche marketing. Discover how to identify and attract lucrative but elusive prospects. Participants profile their ideal prospects and learn how to discover and penetrate the highest pay-off niches in their communities.

Turn Your Clients into Marketing Apostles
Your clients are the most powerful marketing force you have. Learn how to make your customers so happy that they can't help but introduce you to their friends and associates. Find out how to train your clients to look for ideal prospects who can benefit from your services. Identify the four best opportunities to get referrals from existing clients.

Design Your Ideal Business
This interactive component can be added to any presentation and requires a 30-60 minutes. This presentation walks participants through the strategic process of designing the ideal financial service business. Participants clarify where their business is currently, where they want to go and what it will take to get there. The result: a 90-day action plan that is in alignment with their long-term goals.

Fee Schedule

For more information or to book Steve Moeller as a speaker,
please contact Sarah Bjorklund at (949) 388-5520 or e-mail her at sarah@sb-resources.com.

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