Turn Every Handshake Into A Partnership!

Unlock the secrets to limitless growth to unlimited growth!

The Prospect Process Masterclass!

With Micah Shilanski, CFP®, and Matthew Jarvis, CFP®

TURN EVERY PROSPECT INTO A LOYAL CLIENT

The Prospect Process Masterclass is a training program for Financial Advisors designed to help you implement or update your prospect process and improve your skills in acquiring and managing prospective clients.

This masterclass covers multiple aspects of the prospect process, such as identifying prospects, initiating contact, building a relationship, understanding their financial needs and goals, and ultimately converting them into clients. The Prospect Process Masterclass also offers strategies and resources for conducting successful initial meetings, delivering compelling presentations, and overcoming objections.

This Masterclass is for any advisor looking to improve their prospecting skills to new heights. Whether you consider yourself a master in closing deals or a rookie - this Masterclass will up your game and define your practice's future.

WHAT YOU WILL LEARN IN THIS MASTERCLASS

  • Chapter 1 - The Prospect Process - How to track promising prospects, close the deal, and make the prospecting process a
    continuous one.

  • Chapter 2 - Establishing Credibility - Position yourself as the advisor clients look for instead of the advisor who’s searching for clients.

  • Chapter 3 - Team Interaction - Make your team an invaluable asset and position them as pillars in your prospecting process. 

  • Chapter 4 - Meeting With The Prospect - Keep all eyes on you and your solutions. Discover the power of visualization and active listening in building trust with clients.
  • Chapter 5 - Following up - What happens after the initial prospect meeting.
  • Chapter 6 - The Onboarding Process - Learn the essentials during your client's first year with your practice and secure a long-lasting relationship.

Don't miss your chance to revolutionize your prospecting process!

WHAT OTHERS ARE SAYING

WHAT ARE THE BENEFITS YOU'LL GET

FROM THIS MASTERCLASS

  • How to Identify Prospects: Distinguish between prospects and leeches to focus your efforts effectively.

  • How to Build a Prospect List and Track the Prospects: Tracking your prospects to nurture relationships and optimize conversions.

  • Well-Planned Process: Develop a structured approach to prospect meetings, paying attention to every detail to ensure a positive experience.

  • Focus on Client Agenda: Prioritize clients' questions and concerns over your own agenda, ensuring that their needs are addressed first.

  • Meeting notes: Dictate meeting notes immediately following each client meeting, capturing all discussion details, commitments made, and next steps identified.

  • Prioritize Value Over Volume: Show your prospects how important it is to plan their finances well and get good advice about it.

  • Make a Strong First Impression: Prepare thoroughly before meetings to make a positive first impression.

  • Follow-Up for Trust Building: Follow up after meetings to reinforce trust and establish long-term connections.

  • How to Conduct a Needs Assessment: Tips and strategies on how to get everything you need from your new client.

  • How to Present Solutions: Vizualize everything to the client to make sure you’re on the same page and they understand what the next steps are.

  • How to Onboard Your New Client: The first year is crucial to ensure that your advisor-client relationship is a long-lasting one.

  • Continuous Prospecting: Tips and strategies on how to make the prospect process an evergreen cycle for your practice.

Don't miss your chance to revolutionize your prospecting process!

We have 3 Tenets that each Member of the Nation MUST subscribe to:

1. Deliver Massive Value. 2. Spend More Time Out of the Office with Family. 3. Build a Highly Profitable Practice. 

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