“Give me three months and I’ll help you accelerate your asset growth, revenues and profits faster than anything you’ve ever done before…plus, you’ll get time back in your days.”
Dear Financial Advisor,
Please allow me to start off by asking you five critical questions:
- Do you want to increase your business by 30% or more in the year ahead…no matter the direction of the financial markets?
- Do you want to work only with clients you truly enjoy…your ultimate clients?
- Do you want to be sure your client care and communication plans will build loyalty, increase the assets you manage and grow your referrals?
- Will your marketing, prospecting and social media plans REALLY improve your new business results?
- How will you get everything done and still have more time for friends, family and fun?
These can be tough questions to ask yourself; they can be even tougher to answer. And that’s where I can help. Over the 29 years I’ve spent as a financial advisor and coach, I’ve developed a special talent for helping advisors transform their businesses.
And we have achieved amazing results in as little as 90 days!
One of my newest clients just told me…”The first call with you was amazing…an immediate payback of my investment.” It was a classic example of not seeing the forest for the trees. One small tweak led to a boatload of opportunities for new business and major reduction in stress.
That’s one of the reasons I enjoy coaching…simple concepts turn into immediate results.
Another client recently grew his new business pipeline from less than $4,000,000 to over $20,000,000 in fewer than 60 days. He told me…”You showed me how to unlock a hidden treasure in my business. And it was a lot easier than I thought…thanks.”
It’s NOT rocket science or outlandish gimmicks; just proven techniques that can mean the difference between a good year and a breakout year.
Plus, it’s all centered around your most important assets…your clients.
— Michael Lutz, CFP®, CEO, Legacy Financial Strategies