You'll Learn How To

  • Automate & Attract High-Net-Worth Clients

  • Create Comfort & Build High Levels Of Rapport

  • Convert & Close New Prospects Into Clients

  • Consistently Increase Your Monthly AUM & Net New Revenue

Consistently & Efficiently Increase Your Net New Revenue & Aum Monthly

The High-Net-Worth client attraction and conversion system will teach you everything you need to know to consistently and predictably increase your bottom line revenue, new assets under management, and profit each month
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Course curriculum

  • 1

    Week One: Identifying & Targeting Your Most Viable Premium Clients

    • Module 1: The Road That Lies Ahead

    • Module 2: Target Market Intelligence

    • Module 3: Niche Specialization

    • Module 4: Point of Difference/Illuminating Your Alpha
  • 2

    Week Two: Strategically Leveraging Sales Navigator For Optimal Results

    • Module 1: Navigating, Identifying & Saving Your Ideal HNW Clients in Sales Nav
  • 3

    Week Three: Profile Optimization

    • Module 1: The Client Facing Framework (Architecting Your Profile To Convert The Reader)
  • 4

    Week Four: Assembling The Automated Client Attraction/Conversion Machine

    • Module 1: Setting Up & Automating Your Revenue Sensitive Activities For Consistent, Predictable Revenue & AUM Growth
  • 5

    Week Five: Creating interest, intrigue & high-trust with 1st-degree connections

    • Module 1: How to Create Interest & Engagement (Building a Rich Dialogue)

    • Module 2: How to Pivot Into the Appointment/Phone Call
  • 6

    Week Six: High Converting Content Creation

    • Module 1: The High Converting Content Framework
  • 7

    Week Seven: High Converting Copy/Implementing The Six Part Messaging Sequence

    • Module 1: The Magic Of Copywriting/Creating Messages That Convert

    • Module 2: Articulating Your Alpha and Value to the client

    • Module 3: Swipe File Templates-Iterating Your Messages Into Proven Copy
  • 8

    Week Eight: Bringing It All Together

    • Module 1: Running The Machine For Optimal Results
  • 9

    Bonus Week Nine: Call Proficiency, The Science of Influence, Persuasion & Consultative Soft Selling

    • Module 1: Creating conversations that lead to new clients

    • Module 2: Swipe file templates and Call conversion scripts

Bonus material

Along with the foundations course you have full access to

  • Bonus week 9 Call Proficiency

    The Science of Influence, Persuasion & Consultative Soft Selling

  • Official swipe files and templates

    Download all tested, proven copy, swipe files, and models to integrate into your campaign

  • Live personal group coaching

    Every week for nine weeks straight, you can hop onto a live zoom broadcast and ask me any questions that you may have. I record all of the live coaching calls, and you’ll have complete access to them to reference when needed