Advisors' Academy

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Everyone’s looking for that “EASY BUTTON”. I have some news for you…it’s not that easy. There is no easy way to obtain clients. In my 20 years in the industry, I’ve figured out a thing or two…that’s one of them.

However, one of the other more interesting things I’ve discovered is, if you can make a 10% improvement in 3 key areas of your practice, you can double, or even triple your income, and your time off.

Imagine for a moment accomplishing that at your practice. It’s a lofty goal, but it can be done - I’m living proof of that.

The solution is simple, but not easy.

You see, 10 years ago I was failing out of the business. You heard right, I nearly quit. Then I focused all of my energy on improving in 3 Key Elements; Lead Generation, Sales Process and Practice Management. I was able to make a 10% improvement in each of those three areas and something incredible happened - my income didn’t go up 30% - it went up 3000%.

Now, I want to share my discoveries with a select number of financial professionals that are serious about making a quantum increase in their income. Therefore I have created my own professional training system. I call it “The Advisors’ Academy”.

If you qualify for academy membership, I will show you step by step how you too can achieve new heights in your practice. All you need is the drive and the willingness to open your mind to new ideas.

Unlike other FMO’s, we do not charge for these services. We only make money when you make money. And, we don’t have any complicated binding agreements, so either of us can walk away - at any time.

If you would like to obtain a password to access our site and find out more information, simply request a login and fill out the form. This could truly change your entire outlook on your business.

President, CEO
CLU, CFP®, CFA, MSFS, ChFC