Don’t wait, start today.

“The best time to plant a tree was 20 years ago.  The 2nd best time is today.”

Kind of holds true for raising your AUM, right?  Also, adding referrals, getting intros, etc.
If there is not bait in the water, there is 0 chance of a connection.  If there is bait in the water, everything is possible.
Interested in learning 4-steps you can take to turn cold prospects into warm leads and ultimate clients? We see this all the time. Past prospects, even past members of ours reach out months, even years later…”I should’ve started this already.”

Here’s your cheat sheet to get started, today…How to develop a cold client base into ongoing, easy referrals in 4 (simple) steps:

  1. Identify a crystal clear target audience (we focus on pro athletes) and build a short contact list of your top 25 clients within it.
  2. Reach out to this list of 25 (via snail mail, not email) by providing a solution to a known big problem they have (for financial advisors this will be in the money realm, due to +60% of them having money issues quickly in retirement. For realtors, because they are such active home buyers/sellers, 4x as active as the avg. home buyer, it will in this realm).
  3. Be crystal clear in this share AND ask for nothing in return (we call it providing Results In Advance (RIA) where you actually provide value, by…Providing (high) value. Funny how that works). Don’t fall into the herd mentality by saying, call me to discuss or when can I call you. It is important not to have a hint of this in this key stage. The goal is to be so laser-focused on providing a simple solution with the opportunity for them to request additional information on this solution.
  4. Provide a crystal clear call to action to request additional information (solution) via landing page, email, phone messaging service (make sure it’s clear that they are ONLY leaving a voicemail, at this point you DO NOT want them even thinking there is a 1% chance of someone answering, they are not ready for this YET), fax, online voicemail OR all of the above.

This is it.  Then…Wash. Rinse. Dry. Repeat. Wash. Rinse. Dry. Repeat.*

*When does this process not work? When you do not Wash. Rinse. Dry. Repeat. So many (most) people try something 1 time (many times not even fully 1 time). It doesn’t provide instant payoff and what do they do?

They write it off as… That does not work.

This is total BS. It’s like trying to ride a bike, falling down 1 time and coming to the conclusion, Bikes don’t work. Phooey, they work, BUT they require practice. Practice creates progress.

Ken Fisher, the founder of Fisher Investments, has an Education Based Marketing plan he provides via direct response snail mail. He has stuck to it when most gave/give up. He has become, as a result, a billionaire. Yes, a millionaire with the B (net worth $3.9B).
He is pretty much a standard FA. No single major homerun investments in MSFT, AMZN, etc. It’s been sticking to a system…The key distinction, he stuck to providing RIA via Education-Based Marketing and has been highly successful, as a result and has helped 10,000s of people.

This is the model that works…If you work it.

The class starts out with Smokey & The Bandit, how can this thing not be great!:)

We work our system & it works pretty darn good (so much so, our renewal rate is at 70%).
To learn our entire system at $0.00 cost, go view our ON DEMAND MASTERCLASS HERE, we have just opened online here.
In this presentation, you will learn the A-Z on this client base of athletes, in dire need of help from fantastic financial advisors & realtors.
You will learn how the 4 myths most people have actually WORK FOR YOU, when you provide RIA via Education-Based Marketing.
You will learn the system we’ve developed since 2010 that is so effective it has moved our renewal rate to 70% (which is abnormal for a several thousand dollar a year investment)

Want to grab a seat? Click here now. Guaranteed to be time well spent whether (at the end) you ask us to help you or you choose to DIY.

I’ve lost 20.1 lbs. in the last 23 days. How (& why it matters to your business)?

I’m saying this not to pat myself on the back (I am pleased though:).
I share this because it’s a testament & “reminder” to me how following a system flat out works.

I find when I’m in a grey zone with my food, minimal plan to each day, open to eat freely, I tend to make errors in judgement.

I tend to overindulge, find reasons to have a little extra or eat something that doesn’t bode well for my health/lbs.

BUT, when I have a system and follow it, funny thing…It works.
It works with ease.

It’s not recreating the wheel.  It comes down to 2 things:   Either follow a guide (system) or do not.
On May 16th, I committed to following a set plan that I have used before for success.

Guess what, Brian?  It works.  By the way, following the rules, the process has been enjoyable (vs. feeling depraved or that I’m on a diet).

The precise same truth holds true for business.  When we follow a guide/system, results can occur & they can occur rapidly.

Ideally, you follow a guide who knows what the heck they are doing.
Since 2010, we’ve learned a thing or 2 (probably +2:) about developing this niche client base.We have fine-tuned a system blueprint for you to develop “new” relationships with major influencers (sports agents).
It follows a system, a blueprint and it works.

It has been so fine-tuned, it’s turned into a “fill-in-the-blank” format for you…We do the rest…It’s that easy now.

For renewing/new members (available for a limited time), we are even doing the first shipment to the sports agents for you at $0.00 cost.
Brian, want to learn more about our system UPGRADE (it’s moved our renewal rate to 70%) & how it can help you whether you ask us to help you or you DIY?
Grab a seat on our brand new webinar here (next one starts momentarily).

Here you will learn our simple system blueprint.  You will learn how to have ongoing “bait in the water” to +10,000 accredited investors, by just committing to 30-minutes a week.  That is all.
We’d love to share with you what has taken us 9-years to fine-tune for you.  It has the potential to open up a breakthrough for you, today.
To grab a seat, click here.

Sound like a plan?  Brian

P.S.  Want to know my simple method* to dropping the lbs?
It’s a simple 4-step process.  The primary food item I purchase from Amazon. 

To get the 1-pager, just reply to this email me ( & I’ll share it.

*BTW, this works for me and is not an endorsement for you to do the same.  I am simply sharing information on what has worked for me:).

‘We’ve Uncovered A NEW UNKNOWN Strategy That Almost Nobody Knows About…

That Once Is In Your Hands Can Take Any…
Financial Advisor Or Realtor From Ordinary ​To Celebrity Advisor Practically Overnight… ”
(Imagine What It Can Do In Your Hands?)

On this Brand New webinar we cover how to become a nationally known celebrity financial advisor or realtor…That just sounds good, doesn’t it?

You can use these techniques to learn the importance of mindset, learn the importance of distinguishing whether you are a skeptic or cynic about working with celebrities, and even understand the 4 myths about this client base that hold most advisors back (and how they actually work to your advantage)!

Heck, even show you how to have sports agents automatically qualify themselves to you (without them even knowing they are doing it)!

In fact, here’s just a sample of what we cover on this breakthrough, webinar:

* What is the benefit of working with this client base?
* How do I find athletes who need help?
* Where do I begin?
* How much time does it take to develop this client base?
* How do I stand out from the crowd?
* Is this market saturated with financial advisors and realtors (yes, and this is a good thing, when you take “this 1” counter approach)?
* How can I get referrals?
* Is it important that I work out of a major city?
* What is the quickest way to build a relationship?
* Can I get help from Pro Athlete Direct?
… and much, MUCH More!

Register now for the next showing in <15-minutes:


I guarantee you haven’t been to any other webinar about “Wealthy Client Development” like this.  You’ll leave it with specialized tools/strategies you can put to work, today, whether you ask us to help you or you DIY!

Looking forward to seeing YOU on the webinar!

Snail mail vs. email. And the winner is…

Checkout this meme on snail mail vs. email (15 years ago vs. today)…

You feel that this is true?  It is so, soooo true.  How this helps you…

  • Merrill Lynch’s 1948 advertorial campaign (snail mail was key way to request/receive info.) literally took them from boutique to Goliath.
  • Ken Fisher has consistently used snail mail to make himself, a standard financial advisor, into a billionaire.
  • Our system, at it’s roots, is derived from these 2 systems.  What makes ours unique?  It is laser focused on a specific group of accredited investors.  We strongly believe this gives us our EDGE:)

Want to try this out?  
Click here to REQUEST YOUR SPORTS AGENTS CONTACT CARD ($0 charge today) on our new site: GETATHLETECLIENTS.COM

We will include a 4-STEP guide on how to put that contact card to work using snail mail.
NOW, you are just targeting 1 agent, so getting results is possible, but challenging…BUT you will see how the system works.
To run, we must first crawl, walk then run, right?  This is the walk phase, you can get bait in the water, today!
So take us up on this, as we’ll include additional BONUSES for those who take action today.

[Mini Case Study] Ken Fisher: The long term impact staying consistent can have, when you…Stay consistent:)

As you know, our system parallels with Ken’s model that has turned him into a Billionaire ($3.8B).
There are many reasons why he (a pretty standard FA) has done this, BUT 1 reason he’s not a billionaire is that he had 1 home run investment in MSFT, AMZN, FB, etc.

Just not the case.  It’s been hitting lots of singles, doubles while STAYING CONSISTENT WITH ALL EFFORTS.
Want a glimpse into 1 of the reasons why he’s a billionaire?  Read this (when asked about scaling)…
Ken Fisher:  
“We’ve just done a lot of things that people in our realm of endeavor thought were stuff you couldn’t do or shouldn’t do
.  We started off doing direct mail and then we moved into direct email…”

There are multiple parts of the puzzle to Ken’s success, BUT a key thread that has consistently run thru his entire practice is: 

  • That funnels to a specific…
  • RAISES tons of AUM!

Not dissimilar to what Merrill Lynch did in 1948 to go from boutique to Goliath in a matter of a couple years.
This is the core of what we do (but we have a couple very specific TWISTS to the model:).
Want to learn the twists that you can apply, today? 

To start, click here and we’ll share 14 sports agent talking points. After signing up, you’ll also receive your 4-step, simple plan (PDF) you can put to work (DIY OR you can ask us to help you) the same day.

It works with athletes, it works with your existing clients.
Sound like a plan? Grab the report.