Finally...
CREATE A BUSINESS PLAN FOR YOUR RETIREMENT PRACTICE THAT ACTUALLY GROWS SALES!
Join the 3-week Advisor Playbook: The 401(k) Compass and Business Plan Blueprint
Enroll Before:
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A goal is not a business plan.
Saying that you want to bring in five new plans by June 1st is also not a business plan. Nor is making random cold calls hoping you'll snag a new client.
If your practice isn’t growing at the rate you’d like, or your competition is running circles around you, or your start-and-stop efforts aren’t bearing fruit, it’s time to take a look at your business plan.
Most advisors have a plan in their head, but don’t know how to properly translate those ideas into an actionable, consistent, trackable plan based on real goals and prospecting activities.
If this is you, don’t worry. It’s not your fault.
The good news? We can help.
How would it feel to wake up and know exactly what you should do to grow your business? How would it feel to know what your perfect prospect looked like (down to the industry, location, asset size, and number of employees)?
How would it feel to grow your business on autopilot?
INTRODUCING THE 401(K) COMPASS AND BUSINESS PLAN BLUEPRINT
A 3-week sprint to create a business plan that nurtures and grows your sales
What You'll Learn:
- What Sales Approach is Right for You. Every advisory practice is different, so a cookie-cutter approach simply won’t work. Taking the time to build your business plan with the right ingredients, and an understanding of how sales actually work is paramount. Most advisors lose sight of the fact that almost all current clients started out as a cold lead. You’ll learn our 5-step sales model for moving your prospects from cold to client.
- How to Determine Your Numbers. Sales is a numbers game, and most advisors get this completely WRONG. Having a new business goal is great. But knowing your numbers closes deals. Do you know the number of cold prospects you’ll need to reach your goal? Or how long it will take before you present at the finals presentation? Or how often you’ll need to communicate with prospects? You’ll learn our proprietary formula to create numbers that actually help you reach and exceed your goal.
- When to Leverage a Platform. At any given time, less than 8% of your prospects are ready to move their plan. Most advisors use a one-on-one strategy that results in frustration, burnout, and inconsistency. The key is creating what we call a 2-lane strategy that creates visibility and demonstrates your value, so owners are primed to reach out when they need your services.
BONUS #1: When you join The Advisor Playbook: The 401(k) Compass and Business Plan Blueprint, you’ll receive a Custom Toolkit full of resources to help you outline your business plan, verify your defined activity level relative to achieving your goals, and more.
BONUS #2: At the end of the 3-Week Sprint, we’ll meet with you one-on-one to talk through your questions on how best to apply what you’ve learned, and help you build your business plan.
It’s time to create the business plan you need so your practice can grow by multiples. Join The 401(k) Compass and Business Plan Blueprint today for only $750 before enrollment closes.
Deadline to Enroll:
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Testimonials
“Wow, this is really a powerful! Sorry it has taken me 30 years to find. Thank you for your leadership and knowledge in helping guys like me get their stuff together! Here is to the next 30!”
Financial Advisor, 60 Plans
$100M AUM Retirement Plan Business
"Just landed a plan with 150+ employees using your Positioning Presentation. Got the email with the green light on Friday and paperwork this morning!"
Financial Advisor
AC, Louisiana
"Your workshop gives me something very structured to build my business with."
Financial Advisor
BS, Boston
"You helped me several years ago to get started in growing a business servicing Retirement Savings Plans. We continue to grow and are grateful for the principles I learned."
Financial Advisor
TR, Nashville, TN
Join The 401(k) Compass and Business Plan Blueprint today for only $750 before enrollment closes
OUR WORK & STRATEGIES
401(k) Sales Champion
The 401(k) Sales Champion sits on the shelf of some of the top 401(k) Advisors in the business. In it's 4th Edition, it's been called the Bible of 401(k) plan sales.
20+ Years of 401(k) Sales Training for Advisors:
