The Advisor's Playbook to Collecting World Class Testimonials

With the new SEC ruling allowing financial advisors to collect testimonials we developed the first of its kind course detailing how to collect testimonials and use them for more leads and prospects.


Affluent Appointments

20Hrs+ of in depth, step by step content that walks you through creating an appointment engine that attracts the wealthy prospects.


Media Mogul

12-step online course showing you how to get cited on Major media NASDAQ, MarketWatch, The CW + 300 more and how to use that exposure to get clients


High Ticket Prospecting

Branding And Positioning ($1,000 value) Module 2 - Prospecting Strategies ($5,000 Value) Module 3 - Power Email Strategies ($3,000 Value)


Affluent Appointments with Email Bundle

Bundled training (1)Appointments With Email” Video Training


The LinkedIn Virtual Appointments Bundle

Affluent Targeting Technique Bundled training