Frustrated with the lack of organization and systems in your practice?
Tired of being everything to everybody in your practice?
Discouraged with the lack of success from your marketing events?
Bothered with not having an overall game plan with little accountability?
Troubled with the difficulty of articulating your Proactive Services which limits your ability to differentiate yourself from the competition in a compelling way?
Discontent with your results on referral marketing?
Bogged down by tracking way too many investments without any set criteria of choosing, monitoring, and communicating changes to clients in a timely manner?
Tired of getting “rolled” by your prospects and clients existing advisors even after your clients and prospects tell you they are going to implement with you?
At we are absolutely bullish on helping you shape the practice and future you want.
You could have a very detailed plan to follow outlining the enhancements you want to incorporate for your practice and the integration of your team members?
Your client service model shows the client criteria for each tier of clients, produces ongoing meaningful contact with your clients, turn key investment strategies for each tier, turn key financial planning process with the appropriate deliverables for each tier, and a follow up system?
You could maximize the profitability from your existing client base and increase your ongoing revenue substantially?
You could create a Value Proposition to attract and maintain Top Shelf – High Value Clients?
Your sales process clearly articulated your Proactive Services so much that your clients say they can’t live without you?
You could “roll’ the competition out of the picture while saying nothing bad about them?
You could build a referral culture with your practice where your Top Shelf Clients make Red Hot Introductions to potential Top Shelf Clients for you?
You are a great fit for this program if you represent the following qualities and criteria:
Recognize value and are willing to pay for it
Respect and follow wisdom based advice
Coachable and Directable
Are action oriented
Want to move from success to significance in your practice
Carry the entrepreneurial spirit
Show the ability to grow
Practice principle based living
Maintain an infectious Positive Attitude
Strive for continued personal, professional, and business growth
Committed to a minimum of 30% Total GDC Growth per year
Practice Profile Minimum Requirements to be accepted in the Extraordinary Advisor Program:
***For Platinum Packages only please fill out the practice profile section
(all statistics are based on a moving average and you must meet at least 4 out of the 5)
Annual Total GDC Moving Average:$250,000
Assets Under Management:$30 million
Annual Financial Plans: 20
Annual Financial Planning Fees: $12,000
Annual Client Acquisition:8 new clients
The Extraordinary Advisor Program is intended for practices that demonstrate a need for systems (i.e. investment, marketing, proactive written service timeline, financial planning, etc.), want to move up market to work with more affluent clients, desire an overall game plan, and are also serious about achieving breakthroughs with business growth, development, and transformation with their practice.
