It’s only fair to warn you that we are not for everyone.

We are for a select few advisors who truly understand that the thinking and processes that got them where they are today aren’t the thinking and processes that will help them take their businesses to the next level.

Picture your best client in your mind. Seriously – take a moment and visualize them.  Why are they your best client?  How did that happen?  What is it about them that puts them at the very top of your list. Now that you have a mental picture of that client, it is easy to understand that if you could duplicate them, several times over, you could be incredibly successful and happy!

Now imagine this client is at a social event and a friend/neighbour/associate/colleague or whoever mentions something about being tired of working with financial advisors who don’t really seem to care about what’s really important in their life – things like spending more time with their kids, doing more for their parents, or starting a second career that they’re really passionate about. Fill in these three blanks to see how that conversation might go.

“Hey Bill, I hear what you’re saying. I felt that way too a few years ago. Then I met Evelyn. Evelyn is just one of those people who cares about others. What was important to me was important to her. She helped me create a plan to find a balance between my money and all the other things that were important to me. Evelyn calls it “Wealthology: The Pursuit of Wealth Actualized”. Our first 3 meetings were all about what’s important to me, and we do this every year. The amazing thing is that she actually helps me position my financial plan to compliment what’s important. Unlike other advisors I’ve worked with, I never once got the sense that decisions we made were about commissions or anything like that.  It’s all about making my money work to achieve the things that are important to me.  If you are interested, I’d be happy to introduce you two over dinner at Fantozzi’s next week. I can call you Monday and we’ll get her receptionist on the line to schedule a good time.  In the meantime, here is her card. You might want to visit their web site and watch their intro video.”

We want to introduce you to Amazing.

We want to help you understand how to articulate what you do best and why that matters to your clients. We’ll teach you how to train your clients and centers of influence to make “A” client introductions and we’ll make your marketing so powerful you’ll spend less time talking about you, more time talking about them, and you’ll close more profitable business, more often and with less effort and expense.

It’s all about creating the Perfect Storm.

The saying “The whole is greater than the sum of its parts” has never been more true. You can’t just do one of these things and expect it to work right. You need to have the right mindset (coaching), clarity about where you’re headed and all the strategies and work that need to get done to leverage you (SuQu Mapping & accountability coaching), know how to train and help clients set up introductions (Favorable Introduction Process) and you need to have a powerfully articulated and presented message that resonates with the exact type of client you want to work with (branding, ideal client profiling and marketing).

We can make this happen for you. You can make this happen for yourself.

Let us know if we’re right for you. To see if you’re a good fit for us, please go to Who We Help Most.