FREE Client Attraction Case Study for African American Financial AdvisorsH. T. Major2020-06-22T20:25:35-04:00
Case Study for African American Financial Advisors & Service Providers:
“Learn the ‘5-Ps’ System to Secure More of Your Ideal, High-Value Clients Each Month, with Consistency & Predictability.”
New Case Study Reveals:
The one thing most financial advisors and service providers do that actually increases stress and workload, and lowers return on investment;
The top mistake providers make that puts the size of their business completely at the mercy of others; and
A proven system to consistently generate targeted, high-value leads who are actually READY to take the next step with you.
The tactics that helped one company see 9,870 new website visitors in 30 days and dozens of new leads, helped another grow their book of business by $100 million AUM, and helped yet another reduce their team’s work hours to quadruple their free time.