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- Keywords: BOLT-ON Advisor Playbook
- Members: 57 (Ø 0)
- Posts: 64 (Ø 0)
- Course amount: 16
- Created: Dec 26, 2023
- Owner: Andy Hudson
- URL name: 401kchampions
Our first goal is bolting-on processes to get to a million dollar 401\(k\) business with 50-70 clients, then build from there…
You understand over the next 12 months, together we’ll makeover 3 Key Areas, called The 401\(k\) Advisor Playbook System™, likely in this order:
[ol:1][li]My Outreach to Prospects: The world is mine when I can generate consistent leads. I’ll be able to set my own prices and sell with far less convincing, drastically shorten my sales cycle and stack recurring revenue.[li]My Nurturing Prospects: Businesses without a nurturing strategy and system that delivers value grind and grind and grind an arms-reach away from 2-3x their current revenue. Advisors find this is the heart of their business.[li]My Sales Presentation: Businesses without a unique way to present services get caught in the “look-a-like” trap often requiring a fee reduction to win business.
Together we’ll not only install these 3 areas, we’ll also get them “working” using our bi-weekly calls over the next 12 months.
You understand over the next 12 months, together we’ll makeover 3 Key Areas, called The 401\(k\) Advisor Playbook System™, likely in this order:
[ol:1][li]My Outreach to Prospects: The world is mine when I can generate consistent leads. I’ll be able to set my own prices and sell with far less convincing, drastically shorten my sales cycle and stack recurring revenue.[li]My Nurturing Prospects: Businesses without a nurturing strategy and system that delivers value grind and grind and grind an arms-reach away from 2-3x their current revenue. Advisors find this is the heart of their business.[li]My Sales Presentation: Businesses without a unique way to present services get caught in the “look-a-like” trap often requiring a fee reduction to win business.
Together we’ll not only install these 3 areas, we’ll also get them “working” using our bi-weekly calls over the next 12 months.