Ultimate Client Insiders Club
As a Financial Advisor, It’s Easy to Over-Complicate Your Business. There is a Simple Solution. By Taking a Client-First Approach You Impact Every Aspect of Your Business…Stronger Team, More Assets Under Management, Increased Referrals, and No More Wasted Time and Energy.
If You’re Ready to Make 2014 a Breakout Year, You Need a Decisive NEW Plan for Taking Action
Dear Financial Advisor,
Would you like to have a breakout year?
Then I’d like to invite you to join my Insiders Club. An exclusive group of elite advisors who are committed to dramatically growing and improving their businesses and their lives by delivering world class client service.
You see…I believe Delivering the Ultimate Client Experience is the cornerstone of financial advisor success.
Done right…executing the Ultimate Client Experience will have a positive impact on EVERY aspect of your business. Not only do clients become happier, you build a stronger team, you capture meaningful new assets, you dramatically increase referrals, you eliminate ineffective prospecting and you get hours back in your day.
Here’s a a little proof…
You could be next…
Building on the system I described in my new book, The ENCORE Approach for Financial Advisors: Delivering the Ultimate Experience, my Insiders Club will help you take action.
We’ll work together, side-by-side, to systematically transform your business. You’ll have a front row seat as you achieve your next breakout year.
…No more plateaus, no more treading water.
…No more growth at the expense of countless hours in the office.
…No more wondering if your business can withstand the perils of the next market bubble
One of my clients calls the Ultimate Client system “the promised land of how we should all be running our business and serving our clients”…
What should you expect?
When you join this exclusive club, you’ll put yourself in position to…
- Identify and imitate your Ultimate Clients…you’ll always work with clients you truly enjoy
- Increase your assets/revenues by 25% or more over the next 6 months
- Ramp up your marketing results…no more wasted prospecting
- Increase your referrals fivefold without phony gimmicks or scripts
- Build your dream team…focused and operating on all cylinders
- Meaningfully increase client loyalty, turning your clients into real advocates for business
- Eliminate time-wasting activities, so you can spend less time in the office
You’ll have time. Lots of time. Time for more personal freedom and fun. Procrastination, long hours, stress and sleepless nights become a thing of the past.
Well, it is. But I’ve worked with hundreds of advisors who have completely re-energized their businesses by implementing my Ultimate Client system.
Who should join?
Please don’t apply if you’re looking for a “silver bullet” solution. My Ultimate Client system requires work. Working smarter, not harder and longer. Doing more of what you do best. Plugging gaps. And fixing anything that may be broken.
My Insiders Club is all about genuine, client-focused effort. Effort that is consistently applied.
Although rookies and wishful thinkers could benefit from this “virtual workshop”, it’s best suited for experienced financial advisors with established client-bases. Especially if you’re focusing on growing your fee-based relationships.
Ask yourself a handful of questions…
- Do you absolutely believe your clients are the lifeblood of your business? And they should always expect your best?
- Are you excited about the prospect of taking your businesses to a new level of success? Is a status quo business unacceptable?
- Do you understand the importance of maximizing the potential of your current relationships? And do you understand that some relationships are dragging you down?
- Are you willing to re-examine every aspect of your business in the light of delivering exceptional client service? Are you open to the possibility of change?
- Is your daily work more than just a J-O-B? Do you believe that what you do is essential to your clients well-being as well as your ability to make a difference in your life, the lives of those you love and in your community?
If these questions are setting off light bulbs in your brain, the Insiders Club is DEFINITELY for you.
And we won’t just sit around and theorize…
The focus of my Insiders Club will be on giving you actionable strategies and feedback for growing your business….IMMEDIATELY.
Here’s how we’ll work together…
At the moment, the the market is gaining strength and setting records. (I hope it keeps going.) But it’s good to keep in mind that the needle moves in both directions.
When the market is riding high, it’s easy to take clients for granted. And your clients don’t notice that they’re not hearing from you as often as they should.
But bubbles burst. Clients wake up. And business is lost.
Then when times are lean, many advisors flail around looking for a life preserver. I’ve been through three decades of huge market swings…and have watched advisors ride the highs and needlessly suffer through the lows.
Long-term client relationships are jeopardized. Careers take major hits. Some advisors never recover.
That’s why you need the Insiders Club.
The Insiders Club is not theory. I am a coach with decades of in-the-trenches experience as a financial advisor. When you join, you’ll get proven strategies that have withstood the test of time. Frankly, it’s the secret sauce that made me a top producer for over 25 years.
Supercharged to meet the requirements of a changing world.
Customizable to meet the intricacies of your practice.
Are you ready to get started?
Remember, when you join the Insiders Club today, you’ll get…
- Video: “The 7 Insiders Secrets of Ultimate Client Success”…immediate access to this powerful video.
- Insiders Webinar Series…each month we’ll address timely topics.
- Insiders Mastermind Sessions…held bi-weekly, these teleconference sessions will allow you to ask questions and brainstorm.
- Insiders Vault of Marketing and Client Care Campaigns…filled with easily customizable activities you can implement in your business.
- Insiders Hotline…you’ll be given an exclusive email address for submitting questions, we’ll respond within 24 hours.
- ENCORE Scorecard…measure your practice against world class standards.
- Special events with industry experts…inside access live sessions with industry and client service experts
Plus, you’ll be entitled to 3 special bonuses ($947 value)…
Bonus 1: The Ultimate Client Fast-start Program…this 8-week program begins on February 10, 2014…it includes four high-impact, interactive webinars spread over eight weeks…special Q&A sessions…action alerts…and a game plan workbook. A $497 value.
Bonus 2: One-on-one coaching session…self-schedule a private coaching session with me (Rob Brown). I normally charge over $300 for a one-on-one consultation.
Bonus 3: Private website and social media analysis…30 minute consultation to walk you through a critical 14 point checklist and share tactics to improve your web presence. A $150 value.
Your investment is only $97 per month for only as long as you choose to be an Insiders Club member.
I look forward to equipping you with the principles to grow your practice with less stress.
All the best-
Rob Brown, Founder, Encore Partners