*** FOR INDEPENDENT FINANCIAL ADVISORS DOING $20k-$30k/per month ONLY ***
WE'LL HELP YOU GET 30+ High-Net-Worth Appointments every month
Or YOU DON'T PAY
without webinars, seminars , cold calling, or driving anywhere...
First Name
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Last Name
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Phone
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Email
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Your Company/Firm/Business Name
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What role best describes you?
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RIA
CFP
Financial Advisor
Independent Financial Advisor
Other
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Our strategy works best for advisors who are over $20,000/month in consistent commissions/fees. If you are below that currently, you may be unable to book this call. With that said...What Is Your Current Average MONTHLY Revenue?
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Less than $20,000/month (Please DO NOT book. We can’t help you at this stage).
$20,000 - $40,000/month
$40,000/month - $80,000/month
$80,000 + /month
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What's your target in the next 12 months?
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What is your #1 problem with lead generation currently?
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Quality - I am getting leads, but the quality is terrible.
Volume - I am simply not getting enough leads.
Time - I am too busy to focus on new lead generation.
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Are you currently investing money in marketing?
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Yes - I'm currently spending money on advertising/marketing.
No - I've never spent money on marketing. (Please DO NOT book. We can’t help you at this stage.)
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Describe your willingness to invest if there is a way for us to help double your production, guaranteed.
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Yes, I have the cash flow to invest in myself.
Yes, I may or may not have the cash flow readily available, but I'm resourceful/have access to credit.
No, my cash flow is month to month and I have no cash, credit, or assets.
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What is your LinkedIn Profile?
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How did you find us?
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Google Search
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LinkedIn
Cold Email
Referral
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