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INTRODUCING:

THE CONSCIENTIOUS ADVISOR BASIC TRAINING

Learn how to integrate the information you're about to receive. This course can transform your practice by satisfying the most pressing needs of your retirement-aged clients. 

tripwire

INTRODUCING:

THE CONSCIENTIOUS ADVISOR BASIC TRAINING

Learn how to integrate the information you're about to receive. This course can transform your practice by satisfying the most pressing needs of your retirement-aged clients.

tripwire

INTRODUCING:

THE CONSCIENTIOUS ADVISOR BASIC TRAINING

Learn how to integrate the information you're about to receive. This course can transform your practice by satisfying the most pressing needs of your retirement-aged clients. 

What is 'The Conscientious Advisor Basic Training?'

An Insiders Guide of How To Attract Clients With a Relevant Topic

Learn what prospects are flocking to and how to use that to your advantage, making everything else you do easier.

Step-by-Step Training For Female Insurance Professionals & Financial Advisors

This is the exact process my team has tested & proven with hundred of Advisors attracting thousands of clients nation-wide. Join us in a round-table discussion with industry disruptors, attorney Jennifer Surmacz and paralegal Rachel Kuehn, sharing insider information that you've never heard anywhere else.

A Method For Standing Out Amongst Your Competition

You'll learn the critical elements you'll want to include in your marketing for maximum audience appeal.

A Click-by-Click Guide To Enhancing Your Sales Cycle

Learn how this subject becomes a multiplier for your practice, making it easier to close business on your core products & services.

What is 'The Conscientious Advisor Basic Training?'

An Insiders Guide of How To Attract Clients With a Relevant Topic

Learn what prospects are flocking to and how to use that to your advantage, making everything else you do easier.

Step-by-Step Training For Female Insurance Professionals & Financial Advisors

This is the exact process my team has tested & proven with hundred of Advisors attracting thousands of clients nation-wide. Join us in a round-table discussion with industry disruptors, attorney Jennifer Surmacz and paralegal Rachel Kuehn, sharing insider information that you've never heard anywhere else.

A Method For Standing Out Amongst Your Competition

You'll learn the critical elements you'll want to include in your marketing for maximum audience appeal.

A Click-by-Click Guide To Enhancing Your Sales Cycle

Learn how this subject becomes a multiplier for your practice, making it easier to close business on your core products & services.

What is 'The Conscientious Advisor Basic Training?'

An Insiders Guide of How To Attract Clients With a Relevant Topic

Learn what prospects are flocking to and how to use that to your advantage, making everything else you do easier.

Step-by-Step Training For Female Insurance Professionals & Financial Advisors

This is the exact process my team has tested & proven with hundred of Advisors attracting thousands of clients nation-wide. Join us in a round-table discussion with industry disruptors, attorney Jennifer Surmacz and paralegal Rachel Kuehn, sharing insider information that you've never heard anywhere else.

A Method For Standing Out Amongst Your Competition

You'll learn the critical elements you'll want to include in your marketing for maximum audience appeal.

A Click-by-Click Guide To Enhancing Your Sales Cycle

Learn how this subject becomes a multiplier for your practice, making it easier to close business on your core products & services.

Go ahead! Give yourself permission to WIN next year!

Go ahead! Give yourself permission to WIN next year!

Go ahead! Give yourself permission to WIN next year!

Women Helping Women In Insurance & Financial Services . . .

Professional women working in the male-dominated financial services arena have needs that differ from their male counterparts.

You may be hesitant to ask your male counterparts or superiors for support, for fear it shows weakness. Perhaps, you're tired of sharing leads.

Maybe you started your career later in life because you were raising your children, or you found yourself single and needing to support yourself.

Maybe you want to gain some independence while juggling the needs of your family.

Maybe you have found yourself sandwiched between caring for aging parents and grandchildren and need more independence to do that but need a way to attract prospects on your own.

You’re not alone.

With a never-ending barrage of invitations to attend free dinners, how are you supposed to attract clients without those high-dollar gimmicks?

Fortunately, thanks to the pandemic - I know right?! People are desperately searching for how to get their affairs in order.

Now you can give them what they're looking for! You'll stand out from the rest & start to get statistically significant sales results.

Not only can you start to attract your own clients, but you will become a hero to them by bringing them peace of mind. That builds rapport & makes everything else you do, or introduce them to, easier! They will become raving fans and refer friends & family.

This sounds pretty great, doesn’t it?

The good news is that it’s actually easier than you think to get started, especially when you have our proven process...

That’s Why We at The Conscientious Advisor Created Coaching Glory - A Program Just For Female Advisors...

It Just Works! Here's what our clients have to say...

Women Helping Women In Insurance & Financial Services . . .

Professional women working in the male-dominated financial services arena have needs that differ from their male counterparts.

You may be hesitant to ask your male counterparts or superiors for support, for fear it shows weakness. Perhaps, you're tired of sharing leads.

Maybe you started your career later in life because you were raising your children, or you found yourself single and needing to support yourself.

Maybe you want to gain some independence while juggling the needs of your family.

Maybe you have found yourself sandwiched between caring for aging parents and grandchildren and need more independence to do that but need a way to attract prospects on your own.

You’re not alone.

With a never-ending barrage of invitations to attend free dinners, how are you supposed to attract clients without those high-dollar gimmicks?

Fortunately, thanks to the pandemic - I know right?! People are desperately searching for how to get their affairs in order.

Now you can give them what they're looking for! You'll stand out from the rest & start to get statistically significant sales results.

Not only can you start to attract your own clients, but you will become a hero to them by bringing them peace of mind. That builds rapport & makes everything else you do, or introduce them to, easier! They will become raving fans and refer friends & family.

This sounds pretty great, doesn’t it?

The good news is that it’s actually easier than you think to get started, especially when you have our proven process...

That’s Why We at The Conscientious Advisor Created Coaching Glory - A Program Just For Female Advisors...

It Just Works! Here's what our clients have to say...

So, the Conscientious Advisor Basic Training Was Born...

Prior to the pandemic, our team was flown all over the U.S. to train advisors on how to help their clients get their affairs in order and protect their assets before managing them.

During the pandemic, we poured our knowledge into courses that could be easily consumed and without the overhead of having a personal coach/trainer fly cross-country.

The results are in! It works! Advisor Basic Training provides all the tools the majority of our Advisors use.

You'll be able to help your clients with their most pressing task to get their affairs in order- without having to earn additional certifications or designations.

It's a way to take our years of experience & our winning process that has put entire companies on the map, to work for you.

It's most effective for attracting more clients. But it can easily be used as an add-on to your products & services without being overwhelmed.

This training covers everything you need to know, to attract and retain clients.

One of the benefits of our program is that you will have a compelling reason for full asset disclosure - a rare piece of information that can make all the difference in how successful you'll be in designing a plan for your products & services because it will reveal gaps and overlaps in your client portfolio...

...gaps you can fill and overlaps you can re-arrange to provide the most comprehensive plan for your client. The process builds trust & rapport and makes you the hero when you solve problems instead of just selling products.

This course will provide you with client-facing tools you can use on Day 1.

So, the Conscientious Advisor Basic Training Was Born...

Prior to the pandemic, our team was flown all over the U.S. to train advisors on how to help their clients get their affairs in order and protect their assets before managing them.

During the pandemic, we poured our knowledge into courses that could be easily consumed and without the overhead of having a personal coach/trainer fly cross-country.

The results are in! It works! Advisor Basic Training provides all the tools the majority of our Advisors use.

You'll be able to help your clients with their most pressing task to get their affairs in order- without having to earn additional certifications or designations.

It's a way to take our years of experience & our winning process that has put entire companies on the map, to work for you.

It's most effective for attracting more clients. But it can easily be used as an add-on to your products & services without being overwhelmed.

This training covers everything you need to know, to attract and retain clients.

One of the benefits of our program is that you will have a compelling reason for full asset disclosure - a rare piece of information that can make all the difference in how successful you'll be in designing a plan for your products & services because it will reveal gaps and overlaps in your client portfolio...

...gaps you can fill and overlaps you can re-arrange to provide the most comprehensive plan for your client. The process builds trust & rapport and makes you the hero when you solve problems instead of just selling products.

This course will provide you with client-facing tools you can use on Day 1.

What's Inside The Advisor Basic Training?

Fundamentals

Process

Tools

Access To Our team

What's Inside The Advisor Basic Training?

Fundamentals

Process

Tools

Access To Our team

What's Inside The Advisor Basic Training?

Fundamentals

Process

Tools

Access To Our team


Fundamentals

  • ​Learn the basics of how you can offer these selections

  • Hear from our team of successful women who are here to support you

Process

  • 37 How-To lessons

  • Our 5-step process that has kept us in high-demand

  • The same process that has made Advisors hundreds of thousands and Advisor groups millions

Tools

  • A 15-min video you can use to close business

  • Marketing and educational tools for your clients

  • Organizational tools to keep your client on track & coming back

Access To Our Team

  • Access to our team who will serve you & your clients - no charge to you!

  • That's right! This course INCLUDES help from my team who will guide you & your clients through the process of getting their affairs in order.


Fundamentals

  • ​Learn the basics of how you can offer these selections

  • Hear from our team of successful women who are here to support you

Process

  • 37 How-To lessons

  • Our 5-step process that has kept us in high-demand

  • The same process that has made Advisors hundreds of thousands and Advisor groups millions

Tools

  • A 15-min video you can use to close business

  • Marketing and educational tools for your clients

  • Organizational tools to keep your client on track & coming back

Access To Our Team

  • Access to our team who will serve you & your clients - no charge to you!

  • That's right! This course INCLUDES help from my team who will guide you & your clients through the process of getting their affairs in order.

Fundamentals

  • ​Learn the basics of how you can offer these selections

  • Hear from our team of successful women who are here to support you

Process

  • 37 How-To Lessons

  • Our 5-step process that has kept us in high-demand

  • The same process that has made Advisors hundreds of thousands and Advisor groups millions

Tools

  • A 15-min video you can use to close business

  • Marketing and educational tools for your clients

  • Organizational tools to keep your client on track & coming back

Access To Our Team

  • Access to our team who will serve you & your clients - no charge to you!

  • That's right! This course INCLUDES help from my team who will guide you & your clients through the process of getting their affairs in order.

You Need A Post-Pandemic Strategy 

The Post-Pandemic Era Requires a New Strategy for Insurance & Financial Advisors

Seriously…The same tactics we used to rely on to bring in new clients have not generated the same results as in previous years.

When you pivot your strategy it will resonate with today’s audience and they will come running.

In just hours from now, you could be on your way to attracting clients who are eager to work with you!

Why risk repeating what you did this past year, in hopes your statistics will somehow be better when you can follow my step-by-step training and have a completely different year?

This process is proven and is simple to follow…
…you just need my process to guide you in the right direction.

Valued at $997   NOW ONLY $497 

How many leads can you buy with that? Most importantly, are you looking forward to following up on those leads once you buy them? And when you land those clients, is it just “rinse and repeat?” Will you be buying more leads for your next sales cycle too?

How many free dinners can you buy with that? And if you spend that money buying free meals for the plate-lickers (you know who they are - they grab a free meal & figure a way to sneak past you without booking an appointment or they cancel the appointment they made). Most importantly, will you have to buy more free dinners next time you need new clients?

That’s my point! For $497 you can learn how to attract clients without those costs. So, it pays for itself very quickly by eliminating purchasing leads and dinners from escape artists who don’t want to be sold!

You can finally have clients come to you instead of having to chase them down. You can eliminate the one part of your job that you truly dislike - cold calls and solicitations... and trying to kickstart a selling conversation with a prospect who doesn’t even know you yet.

Following our 5-step process you’ll be more successful offering your core products and services but you’ll actually enjoy the acquisition process!

You’ll save countless money, time and stressful thoughts wondering how long you can hold out, because you’ll finally have a process without cold calls, gimmicks or games. You’ll hear clients say things like “Wow, I feel different already - like a weight lifted off of my shoulders!” And when you hear things like that do you think they want to continue their relationship with you as their advisor? Of course they do!!

If you are ready to get started, click the "Get The Course" button below to attract clients without chasing them down, and finally know how you can promote your products and services with ease and integrity.

You Need A Post-Pandemic Strategy 

The Post-Pandemic Era Requires a New Strategy for Insurance & Financial Advisors

Seriously…The same tactics we used to rely on to bring in new clients have not generated the same results as in previous years.

When you pivot your strategy it will resonate with today’s audience and they will come running.

In just hours from now, you could be on your way to attracting clients who are eager to work with you!

Why risk repeating what you did this past year, in hopes your statistics will somehow be better when you can follow my step-by-step training and have a completely different year?

This process is proven and is simple to follow…
…you just need my process to guide you in the right direction.

Valued at $997

NOW ONLY $497 

How many leads can you buy with that? Most importantly, are you looking forward to following up on those leads once you buy them? And when you land those clients, is it just “rinse and repeat?” Will you be buying more leads for your next sales cycle too?

How many free dinners can you buy with that? And if you spend that money buying free meals for the plate-lickers (you know who they are - they grab a free meal & figure a way to sneak past you without booking an appointment or they cancel the appointment they made). Most importantly, will you have to buy more free dinners next time you need new clients?

That’s my point! For $497 you can learn how to attract clients without those costs. So, it pays for itself very quickly by eliminating purchasing leads and dinners from escape artists who don’t want to be sold!

You can finally have clients come to you instead of having to chase them down. You can eliminate the one part of your job that you truly dislike - cold calls and solicitations... and trying to kickstart a selling conversation with a prospect who doesn’t even know you yet.

Following our 5-step process you’ll be more successful offering your core products and services but you’ll actually enjoy the acquisition process!

You’ll save countless money, time and stressful thoughts wondering how long you can hold out, because you’ll finally have a process without cold calls, gimmicks or games. You’ll hear clients say things like “Wow, I feel different already - like a weight lifted off of my shoulders!” And when you hear things like that do you think they want to continue their relationship with you as their advisor? Of course they do!!

If you are ready to get started, click the "Get The Course" button below to attract clients without chasing them down, and finally know how you can promote your products and services with ease and integrity.

Get INSTANT Access To The

'Advisor Basic Training' Now! 

Get INSTANT Access To The

'Advisor Basic Training' Now! 

Get INSTANT Access To The 'Advisor Basic Training' Now! 

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