We coach all of our Members on this cold hard fact: No matter your talent, if you cannot get your client or prospect’s attention first, then you do not have the opportunity to share your value and services with them The good news? We have our Advisors covered here with marketing tools never before seen in this industry. Our Members have a library of epic marketing tools driven by the genius of our 5-time Emmy-Award winning Producer. Your marketing will resonate with clients and prospects like you have never seen before. Make sure you ask about the 36-minute full-motion-picture quality movie we have for our Members’ seminar expansion.
For those who embark on the demographic paradigm shift ahead, our Barbell Economy solutions lay the foundation of helping you help your client expand effectively into the future. The steady, expansive and on-going coaching sessions, along with the portfolio solutions we transparently provide all Members to utilize as you see fit, will help you provide a broad-based, productive understanding for your clients. Advisors have found this prepares their client to make better decisions ahead. Advisors also witness these new perspectives can build and serve a more stable client base, with fewer emotional responses and far less pressure to be constantly replacing departing AUM.