This website or its third-party tools use cookies which are necessary to its functioning and required to improve your experience. By clicking the consent button, you agree to allow the site to use, collect and/or store cookies.
Please click the consent button to view this website.
I accept
Deny cookies Go Back

Red Bar

Log In or Find Out More

You’re not logged in!

You’ll need to log in to get access to all of the premium content on this site.

The Mark of Mastery™

  • Blog
  • About Us
  • Contact Us
  • Login
  • Audios
  • Courses
  • Videos
    • Advisor Mindset
    • Client Acquisition
    • Client Conversion
    • Client Service
    • All Videos
  • Webinars

The Kate Wilson Full Case-study

Watch This Video To Learn How A “Regular Guy” Financial Advisor Named Kate Successfully Overhauled Her Practice Creating Calm Out Of Chaos Allowing Her To Increase Her Fees While Outsourcing Everything… Press play below: Your browser does not support the video tag.

 

A Full Case Study

Yes, you can flat-out HAVE my full, detailed 5+ Hour “Regular Guy” case study PLUS my Ten Client Deliverables­ Launch Blue Print at no charge.

Some Financial Advisors think full-on comprehensive financial services is either too difficult to successfully implement into their practices or it’s all a bunch of hype. Sometimes it makes you wonder if all those “big name” top-producers just talk about full financial services so they can impress the other folks at their firms.

And I suppose that stuff may happen. In fact, I think I may actually KNOW some of those folks. But seriously the reality is there are a bunch of “regular advisors” who are providing fully comprehensive financial services in places all over the world and they are charging impressive recurring annual fees to provide it. Turns out, ideal clients have no problem paying for services which save them time, keep them on-track to their most important goals, aid them in making good decisions about their money so no opportunity falls through the cracks (financially). Especially during periods of uncertainty like this. A “Regular Guy” financial advisor named Kate did just that (you MUST hear this case study). You might be getting tired of hearing how this tough financial market is actually a terrific time to be adding ideal clients. Well, this case study will show you exactly how one financial advisor arranged her practice to grow no matter what the market environment, and she’s grown substantially through the market decline.

View Next
  • The Kate Wilson Full Case-study
    • The Kate Wilson Full Case-study Installment 1 of 3
      • Chapter 1: Where To Start (15 min)
      • Chapter 2: The Ten Client Deliverables™ (46 min)
      • Chapter 3: The Five Critical Reports™ (21 min)
      • Chapter 4: The Ten Pivotal Questions™ (21 min)
    • The Kate Wilson Full Case-study Installment 2 of 3
      • Chapter 5: Preparing for The Three Meeting Process™ (16 min)
      • Chapter 6: The Three Meeting Process™ (16 min)
      • Chapter 7: Where To Start Implementing The Three Meeting Process™ (39 min)
    • The Kate Wilson Full Case-study Installment 3 of 3
      • Chapter 8: Leading Your (Growing) Deliverables Team (35 min)
      • Chapter 9: Conquering Your Calendar (24 min)
      • Chapter 10: Your Key Steps For The Next 30 Days (21 min)
      • Chapter 11: So What’s The Secret To All This? (31 min)
    • The Kate Wilson Full Case-study Summary
  • About Us
  • Blog
  • Courses
  • Privacy
  • Contact Us

© MMXXV Comprehensive Advisor Services, LLC - All Rights Reserved