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TURNKEY PROSPECTING CAMPAIGNS FOR FINANCIAL ADVISORS

 

Are you a Growth Focused FA?

Most FAs we speak to say they want to grow, but aren't investing the appropriate resources to generate consistent growth.


Traits of the Growth Focused FA


✔︎ They understand the difference of owning a business vs. having a job.

✔︎ They have a well thought out business development plan.

✔︎ They invest the appropriate time and/or money to execute the plan.​

✔︎ They understand the lifetime value of a client.

✔︎ They focus their efforts on client acquisition not awareness.

You can grow too, despite the challenge of juggling a book of clients and consistently prospecting at the same time...How? The Streamlined Advisor.

 

THE STREAMLINED ADVISOR

The Streamlined Advisor, Craig Scott, has over 20 years of experience as a successful Financial Advisor at Merrill Lynch and Morgan Stanley. He also owned RIA practice before selling his book to his partners.


Craig knows how hard it is to consistently grow a book while managing a book by yourself. He's here to help you grow/manage your practice with strategies that work, excite you, and differentiate you from the sea of other advisors.


If you're ready to build a referable practice for consistent growth and new strategic partnership, book a complimentary strategy session.

 
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THE STRATEGIC PLAN

YOUR COMPLETE GROWTH SOLUTION

 

FINALLY, ACHIEVE THE GROWTH YOU'RE LOOKING FOR.

 

923 Haddonfield Road
Suite 300
Cherry Hill, NJ 08002

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