I just finished a call with one of my clients, in the past two months she has brought in close to $30,000,000 and it was not just one big institutional accounts.
She received calls from two different families which totaled $27,000,000 and one family immediately gave her a referral of another $3,000,000. That’s $30 million in just two months and the business just fell into her lap!
Most advisors think success comes from that perfect script, or perfect process but it’s SO MUCH EASIER than that.
We know you are good at what you do but you are getting lost in the shuffle because your message is boring, bland and simply embarrassing. Never be the forgotten advisor!
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