Surfing the Money Wave

The Shoulders of Giants

Building the Ultimate Bank Advisor
 

Surfing the Money Wave

Looking for a way to begin the conversion to managed money but not ready for one-to-one coaching? You can still begin the journey and realize the dream of a steady stream of recurring fee-based revenue with the FeeBasedBusiness.com audio series. 

Most industry experts agree that asset based fees are the future of our industry.  Clients? prefer the fact that it puts you and them on the same side of the table.  The conflict of interest, whether inherent or just perceived, in our industry is virtually eliminated as we make the move to managed money. However, the day of having our monthly and annual production goals covered by recurring fee-based revenue seems so far off that it might never be realized.

So although you realize asset based fees might be the key to unlocking your personal and professional dreams many are unable to even take the first step. The firms seem to want it and the clients prefer it, so some financial advisors reluctantly give it a try. You dabble at managed money and fee based business, and maybe talk a good game but never get out of the starting block (phase I) gather momentum (phase II) or reach critical mass (phase III).

Surfing the Money Wave:  Eight Essential Strategies for building momentum and reaching critical mass in your fee based business.

This program will show you how to uncover hidden assets in your current book of business, transition your current clients to managed money, gain access to more of your clients? investable assets, close more business faster, and get more business from your existing book of business than you have ever dreamed possible.

You will learn how-to:

• Create your Vision Quest---Take the time to dream the life that you have always wanted to live professionally.
• Design your Game Plan--- Step by step strategies to follow to insure that you don?t have the fall-off that everyone fears.
• Create a Personal Marketing Plan--- Identify and implement the specific tactics to insure your success.
• Lead a Championship Support Team --- This is not a journey to take alone?How to hire and motivate the right people.
• Embrace the Process --- If you are selling fee based business like any other product you might only be getting scraps and be leaving the lion?s share of the potential assets on the table. Make sure that you pack the best tools and skills for the journey
• Enhance Your Brand--- Creating a world class client experience by developing a WOW! practice.
• Unleash the Abundance--- Create a steady stream of new clients through referrals and a low-cost marketing engine.
• Realizing your Dreams--- Create balance between work, rest, and play.

For the first time on audio, Surfing the Money Wave details a step-by-step plan to build the fee based business that you are dreaming of.

8 CDs / 10 hours for $129.00.  (released March of 2004). Order now and receive a 50% pre-production discount. Shop now!

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The Shoulders of Giants

Listen to live interviews with leaders in the fee based business movement 

Ever wish you could sit along side of some of the industries top producers and listen to how they position themselves and pick their brain?

Would you love to know what the industries best and brightest are doing and how they overcome sticky client objections and position themselves to make their offering irresistible to their clients and prospects?

What if every month you could have access to ideas, innovations, and answers and hear campaigns from some of the best minds and top producers in the world of managed money? If that all sounds great, than The Shoulders of Giants is for you. 

This monthly series offers an in-depth interview with leaders in the Fee Based Business movement delivered right to your door.

Order any monthly offering at $29.00 (+ 2.95 shipping and handling) or subscribe to the series and receive all 12 for $249.00 (and we will pay the S&H)

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Click here to receive an e-mail notification of new releases as part of this program.

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Building the Ultimate Bank Advisor

So you are an advisor at the one of the nation?s depository institutions. There is no question in the world of financial services sales that few opportunities are as attractive as working as a bank broker dealer.  Yet, making the most of this opportunity is far from automatic.

In fact, there is a problem. To be successful at a bank requires a very unique skill set. Often we have been conditioned by Wall Street training and mastered a skill set that is not necessarily 100% transferable to a bank broker/dealer. Often the techniques and strategies that Wall Street teaches us can actually move us further from rather closer to our goal. Yet more and more bank programs are being viewed as the premier distribution channel for financial advisors. If you are looking to make the most of your opportunity, to literally unleash your maximum competitive advantage Building the Ultimate Bank Advisor was created with you in mind.

In this program we introduce you to the 8 Key Strategies you must master to Unleash an Irresistible Competitive Advantage. Through this program you will learn the skills and strategies that will put you in front of more qualified prospects, close more business faster, get more referrals from your existing book than you ever dreamed possible.

The benefit is you will be able to hit your professional goals more quickly and predictably which means you will no longer be spending all of your time struggling to make a living, in fact you?ll have time left over to design your life.

These are proven predictable, repeatable strategies that have been put to work successfully by hundreds of financial advisors and can be put to work by you without interruption in what you are doing now. In fact, past clients have said the most exciting part of this program is that it added to top line revenues and bottom line take home income from the very first month.

Click here to download and listen to a sample.  (12.2 MB download - .wav file)

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