Hey, it’s Dr. Len… Want to know the SYSTEM my Advisors are using that gives them the freedom to only talk to and meet with interested, qualified prospects? And, you can use this system to accelerate the lead-to-new client process (i.e. 30 days) and requires NO selling, or creating plans …
Read More »Financial Advisor Marketing- How To Eliminate Competition
Hey, it’s Dr. Len… Playing “nice” with everyone is great… until one (or many) of your competitors takes client after client after client away from you. Then…it doesn’t feel so nice So, I have to ask… Are you in business to win and succeed at the highest level? Or…Do you …
Read More »Marketing for Financial Advisors – $100k Per Month Video Case Study
Hey, it’s Dr. Len Schwartz… I’m including a link below to a video case study that’ll show you how my client Phil set up a 100k per month new client generation machine. One of the most important parts of this video is the exercise Phil and I went through in …
Read More »Financial Advisor Marketing – Private Invitation
Hey, it’s Dr. Len… I can’t promise I’ll make you 4M from 4 new clients in less than 3 months, like I did for Robert P. Or, 19M in less than 1 month like I did for John M…. Or, help you generate 7 local, targeted prospects every week like …
Read More »1 or 2? (how to create urgency)
Hey, it’s Dr. Len… So Many Advisors Are So Focused On Sales – And Its Killing Their Business! In my experience (over the last 20+ years)… I have found that many (not all) Advisors that work with mid/HNW and UHNW clients are missing a key piece of the process for …
Read More »[Case Study] How John closed 19M in 1 month
Hey, it’s Dr. Len… I have a Video Case Study for you that includes an interview I did with an Advisor (John). John shared what systems he has in place that helped him generate 19M in new business in less than a month. One of the best parts? John doesn’t …
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