Available programs

How To Fill Your Calendar With Affluent Clients

This is an immersive hands-on program where you will create a customized plan and execute the plan to attract affluent clients through premium positioning and cutting edge lead generation activities. The objective is to give you real world experience that enables you to consistently get in front of affluent clients, thus creating a full pipeline of highly qualified prospects.

This is for you if you are in one or more of these categories:

  • You need a CUSTOMIZED plan to consistently get in front of affluent clients and hands on experience executing that plan
  • You wish to stand out in a crowded market
  • You want to be perceived as an authority to your clients and not just a commodity
  • You wish to leverage referral sources and centers of influence to personally recommend you to their clients
  • You want to reach clients anywhere in the world
  • You wish to acquire best practices from other professionals who are selling to affluent buyers

Ideal industries include financial advisors, high end real estate professionals, legal advisors and service professionals who wish to sell to affluent buyers.

The focus of the program is on implementation vs. traditional coaching. Instead of passively listening to a rigid curriculum, you will be working with an implementation specialist to build a customized plan and executing the plan.

The program has 2 phases:

If you’re accepted, phase 1 starts with you filling out an assessment and then meeting 1-1 with an implementation specialist to:

  • Review the assessment to see where you’re at and where you want to be
  • Identify the 2-3 specific appointment setting activities you should be focusing on that leverages your strengths (we start with 8 and we then narrow it down)
  • Review who are your current clients and what is your existing pipeline
  • Discuss how to improve your positioning in the marketplace

Phase 2 is is where you will be implementing the plan and then adjust based on market feedback. During this phase, you will meet with your implementation specialist weekly along with other members virtually in a small group (less than a dozen) to review your progress and then acquire best practices from fellow members.

This is an invitation-only program, and it spans 4 months, delivered all virtually (via Gotomeeting and email). No travel is required, and all you need is a laptop and Internet connection.

To see if we’re a fit, please click here to schedule a time with an implementation specialist.