Six Figure Income Earners Now Earning Seven Figures

Six Figure Income Earners Now Earning Seven Figures
Because the financial industry is evolving, CPAs are eager for
change. The AICPA is now advising its members to evolve into
Trusted Business Advisors (TBA) and to stop referring business
out to financial advisors due to the risk. Those advisors who
embrace the new developments will be in the best possible
position for future growth. They will be developing the working
relationships necessary to thrive in the economy of tomorrow.
Perfect Client delivers proprietary training to advisors who want to partner with these
CPAs as they take on a greater role with clients. By offering assistance to CPAs, this
program targets the true decision makers behind the clients and presents them with
an irresistible proposition completely unique to the industry.
The Perfect Client System
is a proven business model
After looking at standard inefficiencies and stress points in CPA practice, Perfect
Client has created a training program that teaches financial advisors how to partner
with CPAs to address these issues and add value to their most important clients.
Financial advisors who complete the 3-day intensive training program and spend a
few months building relationships have noticed much fewer partnerships are necessary to attain more profitable cases. Additionally, Perfect Client advisors have been
trusted to work with CPAs’ most influential clients and manage the finances of CPAs
themselves.
that has allowed successful
financial advisors to develop
strategic, integrated
relationships with CPAs,
attorneys, and private
bankers. The result is a
partnership that completely
benefits the advisor by
eliminating their competi-
“They now see me as a resource for them, not just a salesman,” recent graduate Larry
Deramus said. “I have been able to establish a much higher level of trust, because
proposed solutions are delivered in the framework of a real relationship, not as
individual situations.”
tion, providing them with
greater returns and making
them a hero to the people
that matter most.
SIX FIGURE PRODUCERS ARE
NOW EARNING SEVEN FIGURES
The Perfect Client System
Goes beyond the traditional.
We have completely
changed the game by
developing a system that
out-performs all other
Aside from receiving much more high priority work, The Perfect Client
system enables advisors to eliminate the need for expensive marketing
programs and bypass the broken referral system. They are noticing that
with only a handful of stable relationships, they are receiving a sufficient
amount of cases to work on that reward compensations anywhere from
$60k to over seven figures.
referral models, prospecting
ideas, and expensive
marketing seminars.
“It’s almost counter intuitive from the way I was trained in the industry and the way
so many advisors have been trained,” recent graduate Ken George said. “It’s a
revolutionary approach solving the age old problem of how to deal with the centers of
influence that all the financial services guys I know, including myself, have always
struggled to try and deal with.”
Essentially, The Perfect Client system has revolutionized the way financial advisors
are doing business and partnering CPAs and attorneys are becoming the firms of the
future. The 80 financial advisors a year who are chosen to go through the training
program are making a lot more money in a lot less time. giving them the resources to
enjoy more time with their families, doing the things they love.
Join us at any of our upcoming educational webinars where you will see for yourself
the amazing possibilities of using our system.
For More Information Contact:
Scott Johnson, Director of Sales
tel: 619.818.6624
email: [email protected]