Lesson 1:

The old school seminar and sales models have become antiquated.

If you want to stay ahead of your competition you must embrace 'new school' strategies and tactics for attracting your ideal prospects.

Lesson 2:

Tired of competing with every other advisor in your market offering a free dinner seminar?

Leave the sales pitch at home and discover the power of the educational course for reaching today's retiree in a non threatening way.

Lesson 3:

Credibility as an advisor is everything. But how do you intentionally establish credibility with new prospects?

How you position yourself and your practice has a lot to do with it.

Lesson 4:

You know that prospects make decisions based on emotion and then justify with logic.

But how do you create the emotional engagement necessary to get prospects to take action? We'll tell you in this lesson.



Brandon welch, cFP®

Using Rick's New Reality in Our Retirement course paired with the Financial Lab has transformed my client acquisition process. The comment I hear most often from prospects is, "Wow, I had no idea the Financial Lab would be so thorough. I can't believe you would do this for me without charge."

By focusing on delivering extreme value to prospective clients at no cost, the Financial Lab transforms me from salesman to trusted advisor. If you want a pipeline of enthusiastic prospects that are ready to act, listen to Rick.

Mark McGregor, CRPC

Working with Rick and his team over the past few years has been a phenomenal experience for my practice. The course, “The New Reality in Our Retirement" has consistently delivered high quality prospects.

With Rick’s coaching I have taken my practice to the next level. This has been one of the best marketing things I have been involved with in my 26 year career.

Shelby Saberon, IAR

Rick is a master mentor, with his coaching I modeled my presentation after his and I added 3 million in AUM in just 3 months! He has also been a tremendous help with the Financial Lab process, helping me word things in subtle ways that have made all the difference in helping prospects become clients. His understanding of what Baby Boomers are actually concerned about and his process for communicating those concepts, as well as his insightful training for me, are a welcome change.

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