I'm going behind the scenes and SHOWING you the exact 3-step process I used to add $1 million+ of new recurring revenue ... in the last 4 years.
Over 175+ advisors have completed The Ultimate Sales Process course!
Here's what Michael Hartman, CFP®, RICP®, founder of Hyperion Financial, has to say about his experience:
Nick Goode, CEPA®, founder of Vantage Point Planning, shares his experience with The Ultimate Sales Process course:
"I can't thank you enough for sharing your process with me and the profession at large. It has had a meaningful impact on my work, and ultimately my client's and my family's lives."
"Taylor's course has provided a roadmap and made me dangerous for 2023 and beyond. He is one of the most generous people I've met in our industry."
"This is single-handedly the most valuable marketing course I've ever taken. It helped me get focused and create a repeatable system for showing my value to prospects. Thank you!"
In the last 4 years, my firm added $1 million+ of recurring annual revenue.
Here's the breakdown:
400 - Intro Calls
97 - Potential Clients
58 - New Clients
60% - Conversion Rate
$100 Million+ - New AUM
$1 Million+ - New (Recurring) Revenue
But growth didn't always look like this.
As you can see, it took 12 years to earn my first $400,000 in recurring revenue!
So what happened?
How did we 4x our revenue in 4 years?
I hate sales.
Trying to convince someone to hire me never felt good.
So ... I waited for people to come to me via referrals, contact form inquiries, etc.
And that's one reason why it took 12 years to cross $400k in revenue.
Enter the anti-sales process (a.k.a. The Ultimate Sales Process for Financial Advisors).
This process has three (3) key ingredients:
Demonstrate your expertise
Show your value
Create a unique experience
These things feel good to me.
They feel authentic.
They allow my ideal client to evaluate my firm.
They allow potential clients to easily connect the value of our services to our fee.
Instead of telling people why they SHOULD hire me...
...I'm SHOWING people exactly how I'll solve their pain points if they decide to hire me.
🎥 Self-paced video course. A growing library of lessons + all future course updates.
📧 Unlimited email access. Ask questions and get help.
📝 All of the actual scripts, templates, deliverables, etc., I use to run the process at my firm.
🎥 90-Min Q&A Webinar. Join fellow course takers on July 22nd to get updates and ask questions.
📞 45-Min (Private) Zoom Meeting. Schedule a 1:1 meeting with me to get your questions answered.
The "process" is NOT unique.
It's very simple.
In fact, it probably looks similar to yours.
The process has three (basic) steps:
Step 1: Introductory Phone Call
Step 2: Discovery Meeting
Step 3: Presentation & Proposal
—
"If the process isn't unique, the presentation & proposal must be something pretty special, right?"
Nope!
It combines PowerPoint, Word, and a few PDF outputs from popular planning tools.
So, what is it? Why has this process worked so well?
We have created a unique and memorable experience for potential clients considering our firm.
From the second they land on our website (or call our office) ... to the moment they decide to hire us.
The experience they have with our firm is unlike anyone else they might be interviewing.
Even if they DON'T hire us, our goal is to ensure they have an exceptional experience.
Here's an ACTUAL email from one of the more difficult "NO's" we received last year ($5MM+ prospect):
While this course includes ALL of my templates, scripts, workflows, and deliverables...
(And those are worth the price of admission alone!)
...the real magic is in SHOWING you the experience we've created for those considering our firm.
($497 Value)
By taking advantage of this limited-time sale, you'll also receive a FREE copy of the Advisor Marketing Tracker™.
Quickly and easily document your prospecting activities + identify what's working (and not working!) in your marketing.
Buy USP 2.0 before Tuesday, July 8th...
...and you'll receive FREE access to both an Excel version and Google Sheets version of the spreadsheet.
(You'll also receive access to a library of video tutorials to help you take action!)
Want to learn more about the Tracker?
🎬 Watch this webinar replay (2023)
Taylor Schulte, CFP®
Founder of $250 million RIA (Define Financial)
Co-host of Kitces Summits (w/ Michael Kitces)
Co-Host of the Advisor Marketing Made Simple podcast
Love golf, hate flying, three kids under age 8 😲
In this self-paced video course, I'm SHOWING you the exact (3-step) process I used to add $1 million of new recurring revenue in the last 4 years.
Here are answers to common questions. If these still don't answer your question, send me a message.
Yep! Once you buy it, you'll get access to a private members-only area where you can stream all the videos as often as you want, forever.
Absolutely. I created this course to help advisors avoid the same mistakes I made. It doesn't matter if you're a new advisor or you've been at it for 30+ years; if you're looking to improve your sales process and grow your practice authentically, this course is for you.
Yes, but I would feel sad. I worked REALLY hard on it.
Are you sure you're unhappy with the course? Maybe you're tired and having a rough day?
If it's within the first 10 days, and you're still unsatisfied with your purchase after getting some beauty rest, contact us, and we will give you a full refund.
My only request is to get some constructive feedback so I can improve the course for future students.
It is a video course requiring you to log in and stream the videos in each lesson. The course also includes downloadable PDFs, templates, scripts, deliverables, and more.
I have shared the framework of this process in podcast interviews and industry articles. However, I have never publicly shared step-by-step HOW I implement the process or provided public access to any of the scripts, deliverables, templates, etc.
Not necessarily. While I do mention popular planning tools like eMoney and Holistplan that require subscriptions, it's likely you already use many of the tools and platforms discussed (or something similar). Any of the tools referenced that you don't currently use are relatively inexpensive or have FREE versions available, which are usually more than sufficient.
WHAT YOU GET:
🎥 Self-paced video course. A growing library of lessons + all future course updates.
📧 Unlimited email access. Ask questions and get help.
📝 ALL of the actual scripts, templates, deliverables, etc., I use to run the process at my firm.
🎥 90-Min Q&A Webinar. Join fellow course takers on July 22nd to get updates and ask questions.
📞 45-Min (Private) Zoom Meeting. Schedule a 1:1 meeting with me to get your questions answered.