Weekly

Advisor Marketing Masterclass

Join us every Monday, Wednesday & Friday

8:00 AM - 9:00 AM PST / 11:00 AM - 12:00 NN EST

Masterclass Courses Available

Your Founders story and Ideal audience.

What is the #1 reason why a person decides to work with you?

Building Trust is a process, they first get to know you, you work on how they get to like you, then they trust and work with you. This can be a well disciplined process so that everything you do, you can make it relational and make it connect.


The quickest way to build trust is finding something in common, telling your story that's relatable to your audience. Once you tell your story, look deeper and determine where is that common connection is found.


What You'll Learn:


  1. Strategies of Constructing a Founder's Story
  2. Your Founder's Story Can 5x Your Business!
  3. The Process of Building Trust

Advanced Sales Training

How do you Convert Leads into High Probability of Sales?

Lead Generation is just one part of the process of Conversion. When you get the leads for your business, even niched down, what's the next step?


Virtual appointment setting Takes your business in front of many new clients so you can create New Partnerships, Opportunities or make Sales.


What You'll Learn:


  1. Perfect Your Process
  2. Financial Questionnaire
  3. The Art of Asking Questions
  4. Getting Started
  5. Recommended Questions
  6. Set Expectations
  7. How to Wrap Up



Video Marketing

"Videos transformed Businesses and the ability to connect with people."

Using videos to promote and market your product or service may increase engagement on your digital and social channels, educate your consumers and customers, and reach your audience with a new medium.


Video Marketing is now more cost effective and easier to accomplish nowadays because of technology. You can create a video marketing ad with only using your smartphone.


It is easy to capture videos, the question is, how do you make i engaging?


What You'll Learn:


  1. 7 Video Marketing Best Practices for Financial Advisor Presentation
  2. Creating more Content out of your Videos
  3. Advisors sharing their Founder Story

Developing Your Story Brand

Developing your story brand is a great way to get your point of across, differentiate your brand, and work out new ideas.

Story Branding is not just about telling a good story, it’s about building a relationship with an audience. Being able to tell a story that creates authentic connections with customers is important for every company in today’s global economy. Story Branding takes all of these elements into account by creating unique brands that have a clear value proposition, substance and identity.

What You'll Learn:

The Importance of A clear story

Advanced LinkedIn Automaton strategies

LINKEDIN IS A POWERFUL TOOL, HOWEVER MANY OF IT'S BENEFITS COME FROM KNOWING HOW MUCH TO USE IT PROPERLY.

Building relationships via social networks is one of the most effective ways to market your business online. LinkedIn, a dedicated social network for business professionals around the globe, offers a range of ways to get your business noticed.

What You'll Learn:

The Power of Meet Alfred Automation Templates to get you Connections within your Niche