Fisher Investments uses a simple 3-step formula to fill their calendars up each and every day to raise endless $$.
Does it work? Yep! They are a +$100B RIA because of this.
Do they believe in this system? Yep! They invest 6% of gross revs each year doing this.
Much of our model* is similar–There is one big EXCEPTION:
Our members are laser focused on just 10 to 25 COIs at a time, no shotgun approach.
The focus with COVID-19 is just your top 10 to 25 CURRENT CLIENT COIs.
Once we build that referral funnel out for a member, they then move to target the sports agent COIs.
Here is an image of what this looks like. Does this visual make sense?
We have our COVID-19 Response, Recovery & Referral Webinar open to financial advisors right now.
