On Demand Training
with The Best Advisors and industry experts in the country!
Cancel Anytime. No Contracting… Ever.
Cancel Anytime. No Contracting… Ever.
CAPITALIZING ON THE $20 TRILLION WOMEN’S MARKET
The Marketing Strategies That Increased Our Seminar Attendance By 313%, While Spending LESS on Marketing
The 12 Part Seminar Presentation and Close That Generated 419 First Appointments in a Single Year
The Women Friendly Appointment Process That Allowed Us to Scale From $280k to $3.2 Million in Less Than 3 Years
The Seminar Optimization Framework That Helped Us Increase Our Profitability From 29% to 52%
7 FIGURE MARKETING AND GROWTH STRATEGIES FOR 2024
Why You Aren’t Able to Generate Qualified Leads Predictably… No Matter How Many Vendors You Hire (And How to Fix It and Scale The Leads You Need)
The Single Biggest Lie Vendors Tell You That Keeps You From Achieving The Results You Really Want
The Truth About Digital Marketing (Hint: Most of It is a Complete Waste of Time and Money)
The 9 Questions You Need to Answer if You Want to Scale… BEFORE You Spend More Money on Marketing!
The 5 Root Causes That Keep You From Results… No Matter How Hard You Work, or How Much You Spend
TOTAL MARKET DOMINATION
The Real Reason Your Show Doesn’t Generate More Than 1-2 Leads a Week… and The Simplest Thing You Can Do to Generate More Qualified Leads Starting With Your Next Show!
Why Your Radio Show May Actually Be Hurting Your Credibility, and the 10 Point Show Structure You Can Implement to Connect With Listeners and Enhance Your Authority on the Air
How to Stop Spending Tens of Thousands of Dollars a Year on Radio and Attract Show Sponsors to Get Your Show Fully Funded!
[Case Studies] How 3 Advisors Became The Go-To Authorities in Their Markets, and Built 7 Figure Radio Practices
LEADING WITH EDUCATION
AND COLLEGE COURSES
The Real Reason Traditional Seminars Are No Longer Working… And What to Do Instead
How to Tap Into the Blue Ocean of Retirees That Will NEVER Attend Traditional Seminars
The 6 Vital Questions You MUST Answer if You Want Predictable, Sustainable Growth
How We Cut Our Direct Mail Spend By 33% While Doubling Our Attendance
How We Scaled Our Production From an Average of $4 Million a Year to Over $32 Million
ADVANCED PLANNING FOR
THE HIGH NET WORTH MARKET
The Truth About The High Net Worth Market – And Why They Need You More Than You Think
What High Net Worth Clients REALLY Want From You – And How to Deliver It
How to Overcome Your Lack of Confidence in Working With High Net Worth Clients
How to Implement a Team Approach to Planning to Deliver an Irresistible Value Proposition – and Unseat Their Current Advisors
What You Really Need to Know to Attract, Serve, and Thrive in the High Net Worth Market
MAKING a successful TRANSITION TO VIRTUAL SELLING
The Biggest Mistake Advisors Make When Trying to Transition to a Virtual Practice
Why Most Digital Marketing Campaigns Fail… And a Proven 3 Step Framework For Generating Qualified Leads Consistently
The Most Powerful Statement You Can Make on a Virtual Sales Call to Establish Immediate Trust
How to Overcome the Single Biggest Objection You Will Hear on Virtual Sales Calls – And Leverage It to Draw Prospects to You
The Automated Selling Process I’ve Used for Over 10 Years to Generate 7 Figures in Annual Revenue
MULTI GENERATIONAL PLANNINg FOR High net worth CLIENTS
The One Conversation You Need to Have With Your Clients, if You Want to Retain The Assets After They Are Gone
How to Involve the Kids in the Planning Today, and Secure Your Position as Their Advisor of Choice Upon Inheritance
How to Run an Effective Family Meeting and Meet the Deepest Needs of Your Clients – The Wellbeing of Their Kids and Grandkids
How to Easily Add a 6 Figure Fee Based Consulting Business to Your Practice Helping HNW Families Communicate and Plan Together
MULTIPLYing YOUR PROFIT
AS YOU SCALE
The Single Largest Mistake Every Advisor Makes That is Draining the Profit From Your Business – And How to Fix it… NOW!
The Fast Track to Predictable, Sustainable Cashflow… (HINT: “Just Selling More” is NOT the Answer)
How to Determine Which Expenses to Cut, Which to Keep, and Why Cutting the Wrong Expenses Could Actually Hurt Your Business
How to Establish a Spending Plan to Maximize Growth While Keeping Overhead Low as You Scale
The Quickest Way to Alleviate The Financial Pressures, Get Off The Income Roller Coaster – And STOP Relying on Debt!
How to Maximize Your Profitability and Ensure Your Own Retirement is Provided For
pack your calendar with qualified appointments
The Single Biggest Reason You Don’t Have the Volume of Appointments You Need to Scale – And How to Fix It
The Quickest Way to Generate New Qualified Appointments… Without Spending Any More Money!
The 3 Key Activities You Should Focus on Each Week to Fill Your Calendar
The Proven Follow Up Framework For Maximizing Conversion From Lead to Appointment – (HINT: Structure = Results)
A 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.
the next level resource library
You will get instant access to the tools, scripts, and downloadable cheat sheets you need to make implementing the concepts you’ll be learning faster and easier.
No more reinventing the wheel!
access to all future courses
With several courses in development and others already in the early stages of planning for 2024, you will get instant access to all future courses as they are released at no additional cost!
Future courses will include mentorship on; Advanced Income Planning, Internal Systems and Efficiency, AI and Technology For Advisors, Succession Planning, and more!
live weekly mentorship!
Each week you’ll be invited to attend member only calls with the Next Level Mentors.
You’ll have insider access to learn direct from the Mentors as they share LIVE what’s working NOW!
You will also have a chance to ask your specific questions each week as well as learn from the questions the other members bring to the call.
Your next level analysis™
Your Next Level Analysis will help you quickly identify what’s working, what’s not, and where to focus your efforts to begin to move your business forward – quickly!
Investing just 5-10 minutes to complete your analysis you’ll receive a complete breakdown and score for each area of your practice, helping you identify your greatest opportunities for new growth.
No more guessing!
Nope! Our business model operates strictly on monthly subscription revenue. This allows the greatest number of advisors to benefit from the training our Mentors provide, without worrying about being hassled to move your contracts or affiliations.
No! We will NEVER ask you to move contracts, for any reason.
All of them! We currently provide 10 different Masterclasses taught by 13 different Mentors. Each of whom specialize in and have mastered the specific business development strategies they teach.
Each of our Mentors are 7 figure earners who have perfected specialized approaches to growing their businesses. Each Mentor must meet strict qualification criteria, have a strong commitment to excellence and a desire to see ALL advisors succeed.
You bet! In fact, we have several in the works as we speak! You will have access to all new Masterclasses and Courses as they are released for the same low monthly investment!
Need to pause or cancel your membership? No problem! There are NO long term commitments. You can cancel at any time through our site.
Yup, that’s it! Just $197/m unlocks; 40+ hours of in-depth training, growth templates, downloadable scripts and more!
Yes! We Are Guaranteeing You Will LOVE Next Level Advisors.
Look, you don’t have time or money to waste… we get it.
The sad reality is our industry is full of hype, and vendors who promise the world… and don’t deliver anything but disappointment.
We’re advisors, so we get it.
But we created Next Level Advisors to change all of that…
Next Level Advisors is the only place you can get real training and mentorship from actual 7 figure advisors, and true industry experts without being hassled to move your contracts.
So take the leap, join the community and put us to the test. If you are not 100% thrilled with the training we deliver, just pop me an email and let me know, and we’ll refund your $197 no questions asked. Sound fair enough?
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