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Financial Advisor's Guide Coaching Course

Learn Proven Tactics To Grow Your Business.

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If you're struggling to navigate the changing landscape and make money with a shrinking customer base, then this course is for you. Do you need to:

  • Learn proven tactics to grow your business – especially so you can sell it for top dollar when you're ready to retire?
  • Come up with a strategy to compete for business when consumers have access to free online resources?
  • Stay current with the modern way of doing business?
  • Differentiate and stand out from the crowd?

Enroll in Mark Zinder's "Financial Advisor's Guide Coaching Course" and transform your business!

Consider this: Today, the average investor does business with six to eight different financial professionals.

They have a banker, a CPA, a mortgage broker, a life insurance agent, and two or three financial advisors. In fact, the average high-net-worth investor is working with four different financial advisors.

When they retire, these people want to go from working with six to eight professionals to one or two.

The question you must ask yourself is: Will I be the advisor that the money is being transferred to – or being transferred from?

Standing Out, Differentiating, And Growing Sales" to become the former!

It's a comprehensive coaching program that will guide you through the steps to help you become the advisor of choice.


 

Your Instructor


Mark Zinder
Mark Zinder

Mark Zinder has been speaking professionally since 1995, when he was selected to be National Spokesman for Sir John Templeton. He has more than 30 years of experience in the financial services industry as a financial advisor, wholesaler, consultant, coach, and keynote speaker.

Having access to the top financial advisors across the country, Mark has identified common traits and key strategies these top performances share. He's compiled these strategies into the "Financial Advisor's Guide To Standing Out, Differentiating, And Growing Sales."

Mark specializes in telling stories and using humor to keep audiences engaged, highlighting the exact steps financial advisors need to follow to speak to modern consumers and sell in today's complex landscape.


Class Curriculum


  Chapter 1: Introduction
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  Chapter 4: Free
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  Chapter 6: Segmenting your book
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  Chapter 7: Another Way to Segment Your Book
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  Chapter 10: Create Your Value Prop
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  Chapter 11: Bringing It All Together
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  Bonus: Putting It All Together
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Frequently Asked Questions


When does the course start and finish?
The course starts as soon as you enroll and you have unlimited access to the material! It is a self-paced online course. You decide when to start and how quickly you want to finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
If you are unsatisfied with the course, contact us within 30 days of your purchase and we will give you a full refund.

Get started now!