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The Affluent Are Unsure Where to
Turn for Sound Advice
Four out of five
successful investors
are considering
switching their
financial advisors—
but don’t.
Source: The Wall Street Journal, Robert Frank interview with Russ Alan Prince, September 30, 2008.
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91.0% of the
affluent want
to work with
an expert.
Source: Russ Alan Prince and Karen Maru File, Cultivating the Affluent.
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1. A personal story of why they want to serve.
2. Ubiquitous to their audience through
multimedia.
3. A strong call to action.
Experts Have a Platform
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Analyzing the Platforms of the Gurus and the
Top 1,200 Elite Financial Advisors:
Fascinating and Shocking
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As it turns out, applying the knowledge
of these gurus and elite financial
advisors delivers
one new affluent client per month—
beginning within 90 days.
You can start tomorrow!
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Build Your Platform Attract the Right Clients to You
Attracting a steady stream
of the right affluent clients.
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Build Your Platform Attract the Right Clients to You
The
Opportunity
To fast-start a platform that generates a steady
stream of prequalified and pre-endorsed
private affluent clients.
The Time Is
Now
The rules of
distribution
have changed.
You now
control the
media.
Speak to one,
attract many.
Leverage your
expertise with
technology.
Ideal
Outcomes
1. Position
yourself as
the number
one expert in
your
community.
2. Build
credibility by
publishing
your expertise.
3. Deliver a
world-class
wealth
management
experience.
4. Generate
substantial net
income, build
equity and enjoy a
great quality of
life.
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1. Perfect Your Personal Story Define the Magic of You
Attracting a steady stream
of the right affluent clients.
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1. Perfect Your Personal Story Define the Magic of You
84% of affluent clients
want to connect first
with you emotionally
and then justify
engaging you logically.
Left Brain Alert!
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1. Perfect Your Personal Story Define the Magic of You
Your Personal Story
• Attracts the right
affluent clients to you.
• Immediately creates
trust.
• Establishes the
foundation of your
vision.
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2. Power Up LinkedIn High-Performance Social Media
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2. Power Up LinkedIn High-Performance Social Media
Your LinkedIn Profile
1. Upload a professional photo.
2. Create a compelling headline—not just your title or role.
3. Decide which personal information to include.
4. Hide skills and expertise endorsement.
5. Consider using LinkedIn apps, such as SlideShare and ReadingList
by Amazon.
6. List your current position and at least two past positions.
7. List your formal education.
8. Complete additional information, such as web sites and groups.
9. Complete “Contact me” for section.
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2. Power Up LinkedIn High-Performance Social Media
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3. Drive Second Opinions Elegantly Simple Referral Generator
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3. Drive Second Opinions Elegantly Simple Referral Generator
Generating Successful Introductions
1. Deliver a great client experience that generates the
results your clients want.
2. Offer the second-opinion service to your clients from the
Mutual Commitment Meeting on through every Regular
Progress Meeting.
3. Follow through on all introductions.
4. Close the loop.
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4. Create Your Webinar & Live Presentations Your New Content
Attracting a steady stream
of the right affluent clients.
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4. Create Your Webinar & Live Presentations Your New Content
The Seven Keys to
Creating an Effective Presentation
1. Choose a topic.
2. Gather and review information on your topic.
3. Capture and begin to organize your thoughts.
4. Develop logical categories.
5. Create your slides.
6. Craft a catchy title.
7. Copyedit your slides.
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5. Inspire with Your Presentations Online and Live Events
Attracting a steady stream
of the right affluent clients.
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5. Inspire with Your Presentations Online and Live Events
The Six Parts of a
Great Presentation
1. The welcome and promise
2. Your personal story
3. The body
4. The second-opinion offer
5. Question-and-answer period
6. The close
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5. Inspire with Your Presentations Online and Live Events
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6. Finish Your First E-Book In Days Instead of Weeks
Attracting a steady stream
of the right affluent clients.
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6. Finish Your First E-Book In Days Instead of Weeks
Five Steps to
Great E-Book Content
1. Transcribe your webinar.
2. Develop draft manuscript.
3. Create and place additional
elements.
4. Have your manuscript reviewed.
5. Finalize your manuscript.
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7. Launch Your First E-Book You Are the Expert
Attracting a steady stream
of the right affluent clients.
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7. Launch Your First E-Book You Are the Expert
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Assumptions:
• Invests $1,000,000
• Annual advisory fee: 1%
• Net annual growth: 5%
• Client for 13 years
• Discount rate: -15%
$69,352.93 per affluent client
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The Easy Way to Lose Clients to
the Gurus and Top Advisors?
Fail to build a platform!
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You Need a Proven Team to
Help You Build Your Platform
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What If You Had Access to
My Team for One Year to Help You Attract
One New Affluent Client Per Month?
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Eight Weekly Webinars ATA Online with Proven Templates
Peer Network
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In our enlightened
self-interest, we are
highly motivated to
provide you with
everything you need
to earn our $8,000.
• Investments -
$10,000
• Down payment -
$2,000
• Contingent on
results - $8,000
• Contingency fee
payable per
affluent client (max
payable 8) - $1,000
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1. What’s your “Big Why”?
2. Key building blocks behind the success of the top 1% of
financial advisors.
3. The #1 roadblock that’s keeping you from creating the
business—and life—you really want.
4. Your top three “must-do” tactics to dramatically
accelerate your success in the next 12 months.
5. Your personal step-by-step plan to take your wealth
management practice to the next level.
During your Best Year Ever Consultation,
you’ll also discover…
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45- to 60-minute
call with one of
CEG’s
Elite Advisor
Consultants
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45- to 60-minute
call with one of
CEG’s
Elite Advisor
Strategists
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Three Powerful
Recommendations to
Accelerate Your Success
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Here is what to do
now.
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Best Year Ever Consultation 10 Slots Available for this Webinar
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