In this transformative webinar, Paul and Gabe McManus reveal why your most powerful marketing assets—your client transformation stories—are trapped in your head, and exactly how to turn them into a book that builds your practice. What You'll Discover: The "You have my faith" story that made Gabe triple his life insurance immediatelyWhy Steven's Target bag story about throw pillows made Paul hire him as his financial advisorHow Bernd went from "I'm just a numbers guy" to writing a book about A...
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In this transformative webinar, Paul and Gabe McManus reveal why your most powerful marketing assets—your client transformation stories—are trapped in your head, and exactly how to turn them into a book that builds your practice. What You'll Discover: The "You have my faith" story that made Gabe triple his life insurance immediatelyWhy Steven's Target bag story about throw pillows made Paul hire him as his financial advisorHow Bernd went from "I'm just a numbers guy" to writing a book about A...
089: Why 70% of Advisors Lose Their Best Clients After Business Sales—And How to Keep Yours with Jeff Armstrong
The Influential Advisor
31 minutes
2 months ago
089: Why 70% of Advisors Lose Their Best Clients After Business Sales—And How to Keep Yours with Jeff Armstrong
Episode Summary: Your best client just sold their business for $8 million and calls to say they're moving everything to Goldman Sachs. This devastating scenario happens to 70% of advisors, but Jeff Armstrong has the antidote. As a former business owner who ran a company for 23 years, Jeff reveals the blind spot costing advisors their most valuable relationships. While most advisors focus on managing wealth outside the business, Jeff shows how becoming the expert on your client's largest asset...
The Influential Advisor
In this transformative webinar, Paul and Gabe McManus reveal why your most powerful marketing assets—your client transformation stories—are trapped in your head, and exactly how to turn them into a book that builds your practice. What You'll Discover: The "You have my faith" story that made Gabe triple his life insurance immediatelyWhy Steven's Target bag story about throw pillows made Paul hire him as his financial advisorHow Bernd went from "I'm just a numbers guy" to writing a book about A...
