Ever get tired of hearing… “Let us think about it”, or “You’ve given us a lot to think about, let us get back to you”, only to never hear from prospects again? Getting in front of qualified prospects is only half the battle, closing them is the other. If you want to learn what it takes to increase your closing ratio to 60% and above, this course is for you!
Learn MoreWould you like to attract high net worth clients? If so, then you need to understand how they think, what they really want, and the advanced planning strategies they need to succeed in reaching their goals. In this course, Randy Fox will share with you the exact planning strategies he uses to serve the affluent market, charge hundreds of thousands of dollars in fees every year, and gather more assets under management than most advisors accumulate in a career.
Learn MoreOver the next 20 years, women will inherit over $20 TRILLION dollars. Many of them will find themselves single and in control of the decision making for the first time. 73% of them will replace their financial advisor within the first 12 months of their husbands passing. Women are not a niche, they are quickly becoming the market! And yet, if you want to position yourself as a trusted advisor, you first need to know how to market, talk, and sell to women. And that’s what you’re going to learn in this course!
Learn More“I’m great when I get in front of a prospect, I just need more leads and appointments!” Sound familiar? For most advisors, marketing is their Achilles heel. Always throwing more money at the problem with little to know additional results to show for it. So why is marketing so difficult and what does it really take to scale leads and appointments? In this course, you’ll learn how 7 figure advisors scale leads and appointments predictably and PROFITABLY!
Learn MoreEver feel like you have taken on so many smaller clients that you have no time to work on the business, or close new clients? Would you like to attract higher net worth clients, earning more while working less? Most advisors assume the high net worth clients are “already taken care of”, however nothing could be further from the truth. Thriving in the high net worth market is as simple as understanding what HNW clients actually want, and in this course we will teach you not only what they want, but how to deliver it!
Learn MoreEver wanted to have your own radio show, but afraid of the cost and commitment? Ever tried radio in the past only to spend tens of thousands of dollars with little to nothing to show for it? In this course you will learn what it takes to create a professional radio show and truly own your market. Complete with case studies of advisors who started with nothing and built multi-seven figure practices.
Learn MoreTired of working harder, spending more, and selling more than you ever have, only to have the profit drained out of your business to ever increasing overhead? You’re not alone. Our industry praises sales volume and top line revenue, while hardly ever mentioning profit. And yet, PROFIT is what allows you to scale your income, fund your own retirement, and increase your own financial security. If you want to increase your cash flow, maximize your profit and stop hemorrhaging cash out of your business, this course is for you!
Learn MoreSeminars have been the foundation of every successful financial practice for the past two decades. And yet, most advisors have a love / hate relationship with seminars. Declining response, Facebook no shows, vendors driving marketing costs higher and higher, and every advisor in your market running seminars every week. If you want to scale your business profitably, you need a new blue ocean. And Rick White has developed an approach to seminars that has now made it possible to enjoy the results of “the good ‘ol days”.
Learn MoreA sought-after consultant, speaker, and author, Gina Pellegrini brings a wealth of practical experience to her role as a Mentor. Gina’s Minneapolis-based team trains advisors to delegate all appointment scheduling and how to care for existing customers so they become a larger source of referrals and revenue.
Gina has written a number of articles and books based on her methods, and is a well-known speaker at industry events like Court of the Table and the Million Dollar Round Table (MDRT), an annual meeting of top performers in the financial services industry.
Rodney (Rod) C. Zeeb, JD, HDP™, Founder and CEO of The Heritage Institute
Rod Zeeb is passionate about training advisors to deliver what High Net Worth clients actually want, a plan that meets the financial needs of the family while preparing the family for the inevitable surprises that come with wealth transfer. Rod has been invited to speak nationally and internationally at events including MDRT, NAIFA, AFP, National Network of Estate Planning Attorneys, Securities Industries and Financial Markets Associations (SIFMA), NAPFA Advanced Planners/Larger Firm Initiative, FPA (national and regional groups), International Association of Advisors in Philanthropy, and many others.
Rod has been quoted in The Wall Street Journal, Dow Jones News, Macleans Magazine (including international editions), Wealth Collection Magazine, Financial Advisor Magazine, Wealth Manager Magazine, Inside Information, Boomer Magazine, Investment News, Research Magazine, and many other print and online publications. Rod is also the author of Beating the Midas Curse (now in its 3rd Edition) and Family Stewardship, and he is co-author of the novel What Matters.
For more than 15 years Ryan Zeeb has consulted with families, individuals and professionals on four continents. Ryan has experience in wealth transfer, risk management, financial and estate planning, heir preparation and investment management. His previous clients include entrepreneurs, family businesses, professional athletes, beneficiaries and executives.
Mr. Zeeb is a sought after speaker and consultant on the topics of Heritage Planning, Building Professional Collaborative Teams, Practice Development, Business Growth and Exit Strategies.
As President of The Heritage Institute for nine years, Mr. Zeeb helped to position The Heritage Institute as the premiere leader in the wealth consulting and wealth transfer industry. Mr. Zeeb trained and consulted with over 600 top wealth professionals on four continents.
Brandon Stuerke entered the financial services industry in 2001. He opened his own independent practice in 2006. While serving as President of Golden Financial Group, he pioneered a new approach to forming alliances with CPAs and doubled his production twice in just 24 months as a result. In 2010 Brandon launched Winning with CPA’s, a consulting practice focused on helping advisors implement their own strategic alliances based on his model.
In 2012 Brandon launched Automated Advisor, teaching advisors how to leverage the power of technology, digital marketing and automation to increase results in every area of their practice. Brandon later sold Automated Advisor in 2018.
As CEO of Next Level Advisors Brandon now works with the most successful advisors in the country, helping them package their experience into on demand training for advisors. His goal is to help advisors tap into the collective wisdom and experience of the most successful advisors in hopes that others can build the business and lives they really want, while avoiding the mistakes others have already made along the way.
Brandon has been featured on the cover of Life Insurance Selling and Insurance News Net Magazine, was a regular contributor for Senior Market Advisor, and has spoken at a myriad of industry conferences. Over the past 10 years Brandon has personally consulted with over 1,200 advisors, 1-1, and is a sought after consultant to some of the largest wholesalers, Broker Dealers, and RIAs in the country.
Arwen is a Financial Adviser, National Speaker, Author of 'She Handled It, So Can You!' and Co-Owner of Becker Retirement Group. After years of struggling to generate leads consistently, Arwen took over the marketing and seminars in their practice and directed their focus to reaching women.
In her first full year of giving women's seminars Arwen single handedly generated 419 appointments, keeping their 4 full time wealth advisors busy seeing clients as she went on to grow the firm to $3.2 Million in annual revenue and a profit margin of 52%!
A third-generation entrepreneur, Randy works collaboratively with professional advisors to High Net Worth families to facilitate estate and wealth transfer planning. He has recently launched Ten Billion for Charity an initiative intended to unite advisers to raise awareness and capabilities to create more charitable gifts. He is currently the Editor in Chief of Planned Giving Design Center, a national newsletter for philanthropic advisors. Randy has recently been named the Distinguished Co-Honorary Chair 2017 Improving Financial Awareness & Financial Awareness Movement by the Financial Awareness Foundation. In 2015 Randy was awarded the Fithian Leadership Award by the International Association of Advisors in Philanthropy
Randy was a founding principal of InKnowVision, LLC, a national consulting and marketing firm that developed estate and wealth transfer designs for clients of exceptional wealth. During his tenure, more than three hundred families were served and more than $500 million was directed to philanthropic purposes.
At the age of 23, Jennifer founded her first software company. Jennifer grew it from zero revenue to over $1M in sales. She then went on to become the Software Division President for a $54M manufacturing firm and grew her division revenues from $300k to $2.2M in less than two years.
Today, Jennifer’s focus is on coaching entrepreneurs to grow profitable, healthy, and truly exceptional businesses. A sought after speaker and “Profit Coach” Jennifer has inspired and helped hundreds of entrepreneurs all over the country close the cashflow gap and increase their profitability exponentially!
Mickey O’Neill, Principal of Advent Media, recognized as a leading practitioner in advertising and marketing. Mickey has created successful radio shows for Brokers, Agents, and Financial Planners from border to border, coast to coast. Leveraging a customized broadcast radio format with an amazing ability to engage audiences, Mickey helps advisors increase their market visibility, generate leads, and scale their client base and revenue.
Based in Oklahoma City, Mickey has been a guest speaker for many organizations including Senior Market Advisor Expo, and Creative Marketing International Corporation. He was the co-host of a long-running radio broadcast program SuperHealth. Additionally, he has written occasional columns for Senior Market Advisor Magazine and other publications.
Paul D. Spurlock is one of the country's leading experts at running a highly efficient, 100% virtual/remote financial planning practice. In 2007, Paul made the decision to transition his personal practice online and began offering his services to a national clientele. After a few early years of extreme struggle and frustration, he cracked the code for closing large cases over the phone/internet, and in 2009 broke 7 figures for the first time.
Paul’s average case size is $896,000 in assets, his largest annuity case from a single internet planning transaction was $4.5 million and his largest production month overall was just over $7.5 million… all done completely virtual through the phone and internet. Paul’s passion is sharing his sales approach, planning strategies, and virtual financial advisory practice model with other financial professionals.
Recognized as one of the top “Safe Money” and “Tax-Free Retirement” experts in the industry, Rick has helped countless individuals and families prepare for a secure retirement. Rick believes that managing risk and being able to keep your life’s hard-earned money protected is just as crucial as growing your money.
Rick is passionate about his clients’ financial education. Whether its on the radio or in the classroom, Rick strives to bring the audience to light with real world financial truths that help Carolinians make informed choices pre- and post-retirement.
Forrest Wallace Cato, Editor-In-Chief of the 88-year old Financial Services Advisor magazine said, “Rick White makes those in the financial planning industry very proud. He takes great care in listening to the needs and wishes of his clients. Then, he carefully designs suitable financial plans that help his clients enjoy life without financial worries. Rick is a man of integrity.”
Rick has appeared on the PBS television program Money Moves and on FoxBusiness.com. He is widely recognized as a contributor to Fortune/CNN/Money, FoxBusiness.com and popular trade publications such as the Financial Services Journal Online. He has also appeared in the Charlotte Observer.
Go Behind The Scenes With These Next Level Advisors As They Open Up and Share Their Unique Stories. Stories of Struggle, Hardship, and Countless Set Backs. And How They Found the Strength to Persevere and Overcome it All on Their Way to 7 Figures
Map your own journey against ours and find your way to the work-life balance you want (and deserve). We are Next Level Advisors, and we’re glad you’re here.
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