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The Prospecting Genius of World-Class Financial Advisors

January 2020  |  52 minutes

As a financial advisor, you’re bombarded. Coaches who promise to help grow your business. Lead generation services that guarantee results. Marketing firms that have “turnkey” programs. You know you want to grow, but where do you start? It starts with process – finding what drives you to excellence, then making an intentional choice to make it repeatable. Kick the year off with this special webinar featuring author and keynote speaker Daniel Collison of Advice 2 Advisors. We’ll cover the World-Class Advisor's Structure, including:

  1. The Personal CFO Model
  2. The Ideal Client Profile
  3. Unique Value Proposition
  4. The Prospecting Dashboard

Don’t miss out – take an hour so you can attract the right type of clients in 2020!

Mike McGlothlin
About the Host

Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA® is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors.

Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown a business line 300% in the last six years and is now one of the largest wholesaling teams in the Brokerage General Agency space.

As a professional guide he can help any financial advisor looking to create exponential revenue growth, to find new clients and better streamline their operations by incorporating his simple methodologies and proven models.

Featured Speaker

Daniel Collison, CFP, is the Managing Partner of Advice2Advisors, which trains, mentors and coaches financial advisors of all tenures. Dan has over 30 years in the industry and spent the first 10 years of his career as a financial planner. He regularly presents keynotes, webinars, workshops and seminars on marketing, prospecting and planning topics to financial services firms, and has been interviewed over 100 times by numerous media outlets. Dan is the author of The Financial Advisor’s Guide to Excellence.