Next Level Markets

Thumbnails - NL Markets - Why Women Need Your Help
Thumbnails - NL Markets - The Women Friendly Sales Process
Thumbnails - NL Markets - What_s In It For You_
Thumbnails - NL Markets - Myths Advisors Believe
Thumbnails - NL Markets - Marketing to Women
Thumbnails - NL Markets - Fill Your Seminar With Referrals
Thumbnails - NL Markets - Maximizing Seminar ROI

What You're Going To Learn


Over the next 20 years, women will inherit over $20 TRILLION dollars. Many of them (roughly 80%) will find themselves single and in control of the decision making process for the first time. And 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!


How to escape the oversaturated dinner seminar market, and tap into the blue ocean of the women’s market.


Why doubling or tripling the number of seminars you run, or mailers you send will not scale, and what we did instead to increase our seminar attendance by 313%!


The appointment close I developed that generated 419 first appointments in a single year!


The 3 secrets to our success that helped scale from $280k per year to over $3.2M in less than 3 years!


Next Level Markets – Women

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%!

Next Level Advisors Membership: $197/month

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