"An accountant I invited to my first Vision Coach  seminar asked me to do the presentation for his 40 employees and 5 partners. That's beyond my wildest expectations. Centers of influence seem to want to share this with other people they care about. My next goal is to invite their clients to a Vision Coaching workshop. I've never gotten such a strong interest from so many people."
 
-Dave B., RIA, Delaware


Financial Advisors Who Can Benefit Most


 

Progressive financial advisors who

  • Are already coaching their best client in areas beyond investments

  • Are looking for a competitive edge

  • Want to build a relationship-based business

  • Want a simple and low-cost way to attract happy, wealthy and appreciative investors

  • Hold CFP and/or other professional credentials

  • Has business systems and processes in place to efficiently deliver solutions to the complex issues confronting wealthy baby boomers

  • Has a history of netting over $100,000 annual income

  • Proven sales success with group presentations and multi-stage marketing campaigns

  • Financial planning, investment management and life coaching oriented [Focused on comprehensive planning for your clients]

  • Past participants of American Business Vision's coaching and/or training programs

Based on our experience, the closer you fit this description the more value you will get from this system. If you meet all or most of these criteria, I can guarantee you will find this the most powerful marketing door opener and relationship builder you've ever used.
                                                                                                    -- Steve Moeller
 
Read on:  Testimonials

-or-

© 2003 - 2005 American Business Visions, LLC. All Rights Reserved.

Updated on 03/20/2006