If you're like most financial advisors I know, the answer is a resounding no.
And I can almost 100% guarantee that it's not because of your lack of effort or skill level.
There's a reason why most advisors don't make nearly as much money or have as much freedom as they thought they would when they got in the business.
And there's a reason why nearly 90% of financial advisors quit within the first 3 years in business.
It's all because.…
The Industry is Living 20 Years in
The customers have changed. The best practices for marketing have changed. But the financial industry hasn’t.
When I first started I remember pounding the pavement, cold calling
relentlessly, and paying for expensive dinner seminars...
And now, 30 years later, all the firms still teach the exact same strategies even though they no longer work!
I'm sure you've experienced this firsthand.
You know the ones.
They're turning down clients because their practice is full. Traveling all over the world. Spending time with their family and doing anything they want to do. Not just things they have to do.
How do they do it?
And more importantly... How can you do the same thing?
Well, the reality is: many of these advisors started in the same exact spot most do.
Stuck in the permanent hamster wheel of making just enough money where quitting doesn't yet make sense, but never making enough to enjoy life, take time off, and feel mentally and physically healthy.
So what changed?
What do I mean by that?
Every business is run by algorithms.
All an algorithm is is a simple set of instructions or inputs that gets you a
certain result.
Use the right algorithm at the right time... and you get great results with less effort.
Use the wrong algorithm... and no matter how hard you work, you won't get the results you dream of.
And successful financial advisors use algorithms that work RIGHT NOW.
Specifically, they use certain digital marketing methods that are affordable, effective, and generate a predictable flow of high-quality clients like clockwork.
That's exactly what you'll discover in this course.
In it I'll show you:
But this course isn't just about getting leads... It’s about an entirely different way to run your business. Here’s what’s inside:
Niche Selection and Research
Audience & Competitor Research
Crafting an Irresistible Offer and Program
Building Your Personal Brand and Authority
Putting on a great ‘SHOW”
Assembling A High Converting Landing Page
Targeting and Traffic Secrets
Scaling to 7 Figures
One-Time Payment of $297
OR
Complete Lifetime Access to the Program
Lifetime Access to Digital Downloads, Worksheets, and Exercises
Downloadable Audio Files for Each Lesson
8 Modules of Course Content
51 Video Lessons
8 Hours of Video Education
Access to Private Group
One 1-on-1 Video Strategy Session (30 min)
Terrance grew his financial advisor company to 600 agents and brokers and grossing 8 figures and earning 7 figures per year, but it nearly killed him. In 2016, Terrance was sitting in a hospital room dying from liver failure. Doctors said he had 90 days to live and that his chances of finding a match for a liver transplant in time were slim. So slim that it wasn’t until the end of his 90-day death sentence that a liver from a young prisoner in Alabama was deemed a match.
This last minute transplant saved his life and after reflecting on his experience he's made it his goal to help financial advisors enjoy their lives again... and avoid the place he ended up in.
He understands the complexities of the industry better than anyone and he's created a system to get a consistent stream of qualified leads while navigating compliance hurdles
His company is one of the first in the space to guarantee appointments at no risk for
advisors because he is so confident that his system works... and now he wants to share that exact system in this course.
I know it can be hard to make an informed decision without getting access to the course. I could talk about everything inside of it for days. All the bells & whistles and all the results you'll get once you're inside, but until you see it for yourself you won't know if it's truly something that'd be beneficial to you.
That's why I want you to try out the course now, take a 10 day test drive and look at the content inside, you will see for yourself how different it is from everything else you've ever seen before.
And then within 10 days if you decide it's not for you, just email me for a full refund. No questions asked.
Yes! You can take the course for a 10 day test-drive and see how different it is from everything else you’ve ever seen before. If within those 10 days you decide it’s not for you, just email me for a full, no questions asked refund.
Yes! You get lifetime access to the course as well as any updates to it! (NOT TO MENTION AWESOME BONUSES)
Yes we do! We have a exlcusive facebook group as well as monthly masterminds where you can ask questions. We also provide consulting and additional services on an as needed basis for a fee usually.
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