Are you struggling to set yourself apart from other advisors in the industry?
Request your complimentary guide to take your growth to the next level!
Inside Building a Pipeline of Endless Possibilities: How to Thrive with the Right Support, Structure, and Strategy as an Advisor, you will discover the 5 key steps to create sustainable growth for years to come.
We have all heard time and time again we need to focus more on the business rather than spending too much time in the business.
As an advisor myself, I have worked tirelessly year after year to attempt some of the strategies outlined by wholesalers, ex-advisors, or gurus who seem to sell a great story. Often, these strategies have little direct application to the challenges that we face day in and day out as advisors. My firm and I have worked hard to build a massive lead generation pipeline, allowing us the ability to offer great resources to our community at a scale I never imagined.
Because of this pipeline, we are now able to both empower our community and create incoming opportunities in a way that provides the flexibility to simply turn up the dials as our firm grows.
By downloading my free guide below, you too will be taught the 5 key steps to take to create sustainable growth for years to come!
Is your firm providing you the right resources and support?
Many firms claim to provide the resources and support their advisors need.
But are you actually getting what you need to grow and thrive?
By creating a pipeline, we have allowed our advisory team to have access to incoming opportunities and helped each advisor build a significant pipeline within our system. If you take this guide to heart, you too can build a pipeline of endless possibilities to propel your growth into the next chapter and create a machine that can feed you for years to come.
To create this pipeline, it requires you to focus on 5 steps. Discover these key steps by clicking the button below!
“Let’s get one thing out of the way – being an advisor is hard!
Whether you are a new financial advisor or a seasoned vet, one of the greatest parts of being an advisor is that you must keep evolving and you must keep growing, otherwise you will find yourself left behind. ”
In this guide, you’ll learn:
How to tell you and your firm’s unique story
How to create and share value with your ideal clients
Strategies to have your message be seen and heard
The best ways to leverage your resources
How to monitor and adjust your plan along the way
“When it comes to building out a practice and meeting my ideal clients, I have used education at the core of everything I do. That’s why I’m sharing this with you for free. I believe that the more knowledgeable you feel, the more empowered and confident you will be in making decisions. In this guide you will discover helpful tactics to zero in your ideal clients and share your unique message.”
Are you ready to create a pipeline of endless possibilities?
Download and read this complimentary guide to soak up straightforward, easy-to-understand advice! Brandon will guide you through the 5 key steps to make as a financial advisor to ensure you are reaching your ideal client and creating sustainable growth for years to come!
About the Author
Brandon Steele, CFP®, ChFC® is a financial planner with Mainsail Financial Group located in Bellevue, Washington. Since graduating from Washington State University, Brandon has spent over a decade working to help educate and prepare families for retirement. Additionally, Brandon has been featured in Forbes, U.S. News and World Report, ThriveGlobal, and Puget Sound Business Journal, among others. In his free time, Brandon is an avid golfer and enjoys spending time with his dog, Sophie.