On-Demand Videos

A branded message blends your targeted ideal client with your value proposition into a powerful positioning statement.

The best messages are easily understood and mobilized.  

Everyone should understand exactly whom you serve and why.  And what's more - people should be able to share your branded message easily. 

This is called "mobilizing the message". 

What are your clients saying about you?

If you aren't sure, then watch this video.  

It will show you how to create a compelling and powerful message that will become your unique identifier that distinguishes you in the marketplace. 

Prospective clients don't just magically say they want to work with you. You need to help them along!

Financial advisors need a well-structured verbal process for creating interest, action, and emotional connection. 

This video will first help you create a very natural and genuine "sales pitch" that will encourage prospects to meet with you to discuss their financial situation.  Then it will show you how to create your own "personal story" that will display why you serve clients the way you do.  That story will evoke a positive emotional connection between you and your prospective and current clients.

When both are used well, you will find that people will not only know how to talk about you but will share your story with their friends and colleagues. This puts the marketing into conversational marketing!

Financial Advisors often struggle to add new clients, yet most advisors fail to ask even their own best clients for introductions or referrals. 

Studies show clients are willing to provide them when asked, so what is the problem? Studies show clients are willing to provide them when asked, so what is the problem?

Many advisors admit they just don't feel comfortable asking!

This video will show you how to properly structure and position your request so you can condition your clients to deliver an endless stream of ideal prospective clients.

You can achieve a great work/life balance without spending your time equally between your professional and personal life if you are happy with your results in both areas.

If someone is unhappy with either side resentment or a sense of guilt can set in because they feel they aren't being successful enough, they're disappointing their family & friends, or they're neglecting themself.  

This video will lay out some very effective steps for getting better professional results so there is more time for the other areas of your life that are so important.

Then we'll apply some of those same time management principals to ensure happiness in your personal life too!