Get dozens of quality introductions in 90 days


Advisors need to control to whom they will be introduced and provide comfortable ways for clients to introduce them. In this workshop, advisors will learn how to create distinctive prospecting events that will secure dozens of high-quality introduction within 90 days. They will hear success stories of how others have created huge successes and learn what key variables make the difference between a big hit and a big disappointment. This program is a must for those who are considering or already host seminars and client events.

What Advisors Will Learn

  • How to design the right type of event to attract the prospects you desire
  • How to make it easy for clients to bring along Mr. or Ms. BIG
  • Who in your client base to target for events
  • How to create unique events that people speak about for years
  • The critical steps to make sure you get the people you desire to attend
  • How to conduct the follow-up so you get appointments
  • How to use events to get better results with seminars
  • How to make your events run smoothly - the first time
  • The critical steps to maximize your payoff
  • Tips for working with compliance departments
  • How to leverage referral events to build your position within companies, industries, and communities

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Client Results . . .

"While last year was a tough year for most advisors, for me it was a record year and so much more. While others advisors were playing defense, I doubled my assets. With the strategies and processes you help me put in place, I was able to re-structure my business to protect my clients and rapidly bring on new HNW clients. With your help, I was able to hit all my targets and bonuses. And I was able to reward myself with my ultimate dream come true. A new Shelby Cobra replica with a 500 hp - 428 Cobra jet engine. I feel like a 6 year old on Christmas morning! Thanks for helping make this happen.

P.S. Next I want you to guide me on how to structure my business so I can take off twice as much time. But remember, I also plan to grow my production by another 50%."

Chuck G., Wells Fargo Advisors

"Your program is the best "How To" on referrals that I've seen in my 22 years in this business."

Jim K, Branch Manager, Smith Barney

"I shake my head in amazement when I look back on my progress. When I started, I was lucky to get 1 referral per month. This past month I generated 40."

Paul A, Wells Fargo Advisors