Ever feel like you are yelling at the top of your lungs in this internet marketing world and everyone else is yelling right beside you and NO ONE actually hears you?
The reality is that most people are on information overload... or even information fatique... eeek!
Which makes it really difficult to get them to see the very ANSWER that could actually get them to the goal they desire... YOU ARE THEIR ANSWER... but how will they know?
Introducing Financial Advisor Ally. An innovative program that advisors have come to rely and depend to stand out from the crowd and really be seen and heard for the experts they are!
The Financial Advisor Ally program helps you:
Whether you want to revamp or simply enhance your client approach, Financial Advisor Ally is a comprehensive program to introduce the 5 Money Personalities into your practice. The Learning Center will teach you the KEEP approach to your client base.
K – Keep yourself different
E – Educate yourself
E – Embrace your clients Money Personalities
P – Proceed with Confidence
Module 1: Keep Yourself Different 07:43
Module 2: Educate Yourself 26:55
Module 3: Evaluate your clients with the Quick Take 09:35
Module 4: Proceed with Confidence 09:48
* BONUS *
Module: Your 5 Money Personalities Presentation Training 28:06
With over 25 years of financial advising experience, Scott and Bethany Palmer, The Money Couple, have been entrenched into the Financial Advisor world.
Scott has been in the industry with Securities and Life Insurance Licenses for 20 years. Starting out in the retirement plan space he is now focusing on 55 and older clients with a Social Security specialty through his RIA, Defined Wealth, INC.
Bethany had her book of business that included 1000 clients, beginning in 1990. She stepped out in 2000 to focus on building Envoy Financial, a TPA, Recordkeeping and Advisory firm, who specialty is serving the faith based marketplace. She has recently stepped down as President and now focuses, full time, along with Scott, on The Money Couple.
They can be seen on national TV and radio who speak internationally about healthy, wealthy relationships. With their over 25 years of financial planning experience, they launched “The Money Couple” to put an end to fights and divorce caused by money.
Scott & Bethany Palmer Senior Instructors