financial advisors, iR’s And financial planners
"say goodbye to low close rates, chasing prospects down, and roller coaster commissions...
...there is a new & better way to close more deals in today's virtual world as a insurance and financial advisor"
Click on the video below to find out how!
Ready to scale your commissions past $100k a month with our TPI sales framework...
...WITHOUT OUTDATED, RE-HASHED TECHNIQUES?
Get plugged in to the exact annuity, life insurance, and financial planning introduction call scripts, presentation frameworks and closing frameworks we’ve built for top performers making over $100k/month in fees and commissions.
100% Meat - No Filler!
"$50,000 in lifetime Fees and an extra $200k - $300k in income this year."
Alberto Diez
High Net Worth Advisor
"I now work 1 to 1 1/2 days a week and make over $1M per year. It has literally changed my life."
Gene Bond
Independent Financial Advisor, Loyal VAPH Subscriber
"I was able to bring on 4 new clients with Assets Under Management totalling $6.6 million."
Scott O'Brien
Fee Only Certified Financial Planner
"I am attracting quality prospects through LinkedIn generating consistent closes weekly of $9000/close."
Jen Barnett
Author, Speaker & Financial Professional
"I have been able to help 5 families secure their retirement and generate $30,000 in the last 5 months..."
Gregory Saville
Tax-Free Retirement Income Specialist
Why work with us?
Over 20 years combined experience in LTC, Annuity, life insurance, AUM selling with over $300 Million in assets accumulated.
We are not an FMO, IMO or GA. You keep 100% of your commissions
Escape the Saturated, Overdone scripts of the 80’s and 90s and enjoy natural conversations that flow naturally to sales.
Avoid coming on your calls with tension and stress to having ALL your calls with confidence, poise with a more stable and stress-free step-by-step process that's wildly profitable and closes at 90% in the COLD market.
Discover the 8-figure “3 C Method” we use to help financial planners get consistent ‘’YES” with prospects whether they come from the cold or warm market!
Harness the ‘Stacked Calendar' secrets of using email, texting and social media to fill your calendar with quality prospects who WANT financial advice.
Get access to a world class team of financial sales experts who will write your scripts, coach you on how to say the words, review your calls, and setup, launch, optimize, and scale all your sales processes for you!
Forget about...
- Charisma
-
Fancy report-building
-
Month-long sales cycles
-
Face-to-face interactions
- Trying to impress
- Non-stop pitching
-
Exhausting yourself
-
Being someone you're not
-
Overeducating
"I can point to an increase of over $125,000 in income. I love the program!"
Jeffrey Morrison
Financial Advisor
"I 10xd+ my income from my financial business in a year - to over 6 figures."
Angela Ruff
Business Development Manager
"I had about $1,000 in the pipeline when I first started. I now have approximately $50k in the pipeline."
Bruce Kuczinski
Tax-Free Retirement Income Specialist
Over 30% of investors are looking to change their financial advisor in the next 12 months...
We will help you be sure you're NOT Part Of Those "Unfortunate" Ones...
INTRODUCING
"Top Producer Incubator"
The 90-day program to help you skyrocket your close rates, break the barrier of virtual selling, and ultimately allow you to live your best life.
THIS IS not FOR...
Medicare, health insurance or P&C insurance agents
Advisors who hop from course to course, never implementing anything and blame their coaches
Financial planners who micromanage, nitpick, are passive aggressive and see clients only as transactional money bags
THIS IS FOR...
6 and 7 figure financial planners who offer LTC, IULs, Annuities, Life Insurance, AUM
Financial advisors who are coachable and want to learn how to improve their sales skills to get even greater results
‘Wholistic planners’ who want to get more upfront assets and commissions than waiting out years
What to expect
Your first step will help us identify
Your Ideal
NEXT STEP
Let us help you identify your next milestone for us to work towards us coaching you
Your Custom
GAMEPLAN
Let us help you identify your next milestone for us to work towards us coaching you
Your Biggest
BOTTLENECK
Let us help you identify your next milestone for us to work towards us coaching you
Your Ideal
NEXT STEP
Let us help you identify your next milestone for us to work towards us coaching you
Your Custom
GAMEPLAN
Let us help you identify your next milestone for us to work towards us coaching you
Your Biggest
BOTTLENECK
Let us help you identify your next milestone for us to work towards us coaching you
1
2
3
Why Industry Leaders Trust us
We have been endorsed by some of the biggest leaders in the industry.
Tom Hegna
financial expert, author & speaker
Carmen and Darius Britt
Founders of "Wealth Nation"
Curtis Cloke
ward-winning financial professional
Garret Gunderson
Bestselling Author.
Charlie Stroller
Publisher of "Financial Advisor"
Jason Wenk
Founder & CEO at Altruist
Brock Jolly
Founding partner at "Veritas Financial"
Dean Thurman
OSJ at InvestWise Financial & Co-Founder at White Glove
Join a team of experts In...
“Selling The Invisible”
"When it comes to buying a product, most are relatively straightforward to evaluate. With a service, on the other hand, what the prospective client buys is intangible, and the service provider – like the financial planner – is effectively forced to “sell the invisible” to a prospective client. -
Michael Kitces - Kitces.com
NOT CONVINCET YET?
HERE ARE SOME RESULTS FROM OUR STUDENTS
And as of today, those techniques have been used by thousands of advisors in over 51 countries and generated over $300 MILLION in sales and commissions.
This has worked for me, it has worked for others, and most importantly it’s going to work for you.
Just like it did for Scott. By applying our new sales frameworks he was able to bring new clients with Assets Under Management (AUM) totaling $6.6 million
"I was able to bring on 4 new clients with Assets Under Management totalling $6.6 million."
Scott O'Brien
Fee Only Certified Financial Planner
Or Jen… She is now consistently attracting and closing high-quality prospects and closing $9000 deals every week.
"I am attracting quality prospects through LinkedIn generating consistent closes weekly of $9000/close."
Jen Barnett
Author, Speaker & Financial Professional
Or Gregory… By applying our new methodology to attract and close deals he has been able to help 5 families secure their retirement and generate $30,000 in the last 5 months...
"I have been able to help 5 families secure their retirement and generate $30,000 in the last 5 months..."
Gregory Saville
Tax-Free Retirement Income Specialist
I’m will show you what I showed them - so you too can start closing 80% or even up to 90% of the leads that you’re getting.
Every Advisor Deserves to learn how to have a...
predictable & stable step-by-step sales process THAT
closes at 90% or more.
It’s Time To Replace Your OutdatedSales Scripts With The Right Sales PROCESS To
Get You To $75k/m And Beyond
Done For You VS Done With You
What are my options?
done for you
The Hands Off Approach for financial planning experts currently generating over $75K/Month
Our Team Will Write Your Entire Sales Framework, Coach You On How To Say The Words, Use The Right Tonality And Virtual Meeting Setups So You Don’t Have To.
Our Team Will Setup And Create Your Proprietary Process, Build Your Sales Stack Process And Scale Your Outreach And Follow Up Process; So You Don’t Have To.
Our Team Will Provide You (And Your Team) With The Most Up To Date Recommendations, Private Coaching Secrets And Highest Level Strategies To Ensure The Highest Close Rate Possible.
DONE with YOU
The Hands On approach for financial planning experts looking to generate $75K/month
Receive Our Entire Proven System To Create High Converting Virtual Sales With Over 90% Closing Ratio, And How You Can Increase Your Closing Ratio Yourself!
Receive Personalized Coaching Every Week, Call Reviews And Sales Stack Reviews So You Can Get All Your Questions Answered LIVE During Expert Clinics
Role Play With The Biggest Names In The Industry And Other Members To Sharpen Your Sales Skills Every Day, While Filling Your Calendar With Qualified Leads.
Still Not Sure About Something?
IS THIS JUST ANOTHER COURSE OR COACHING PROGRAM?
Not at all. We offer a Done-With-You + Done-For-You service that allows us to take all the heavy lifting off your plate, so that you can focus on being the CEO of your practice, not a student for life.
Our team writes all the scripts, our tech team builds the sales stack, and our marketing team helps create your unique process. All you have to do is use them in your sales process, submit your calls for review, and implement the changes… and smile at the avalanche of new fees and commissions coming in :)
HOW DOES YOUR PRICING WORK?
Our pricing is customized to the advisor’s needs and goals. And the best way for us to help you is to first get some context on your business and what you’re trying to do, then based on that we can share with you only the aspects of what we do which would be relevant and useful to you specifically.
WHAT IF WE'VE NEVER HIRED A SALES PROCESS OPTIMIZATION TEAM BEFORE?
Not a problem! Most of our clients who we've helped scale have never had anyone show them how to improve their sales process before working with us either. But they did have integrity, quality products and programs that were proven to convert, a lot of happy clients and case studies/testimonials, and were ready to invest in themselves.
© Copyright 2022 Advisorist®-All rights reserved
We use cookies to help improve, promote and protect our services.
By continuing to use this site, you agree to our privacy policy and terms of use.
This site is not a part of Facebook website or Facebook, Inc. This site is NOT endorsed by Facebook in any way. FACEBOOK is a trademark of FACEBOOK, Inc.