New Workshop Release: Become the Obvious Choice

Join this LIVE virtual workshop to learn why it’s important to become the obvious choice and how to do it in order to open new accounts, attract referrals from your clients, and influence their behavior so they make informed and better decisions.

Save the dates: June 15, 16 & 17 (Tue through Thu) and a follow-up group coaching session on Aug 3.

A $400 early-bird discount available and registrations limited to 25 Advisors. Enroll today!

To Prospective Subscribers

Dear Prospective Subscriber:

If you’ve clicked over to this letter then you’re obviously interested in taking your career to the next level. Let me tell you how I can help.

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Webinar Replay: Fees: How to Avoid the Race to the Bottom - HELD: August 24, 2017

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Are you feeling pressure to discount your fees? Do you sometimes feel you have to apologize for your fees? Are you part of the race to the bottom? If so, you are not alone. Our industry loses billions in discounted fees every year.



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