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Vanguards - Trust Stacking

Public • 213 members

3 contributions to Vanguards - Trust Stacking
Clickfunnels Basic or Platinum?
Which one is recommended in the training? I'm too much of a novice to tell the difference other than cost.
How to plan 2023 to be your best year ever
We are excited to announce that we will be hosting a live event in Florida in December to help you setup your business for success in the new year and beyond. Ron Bullis and the Lifeworks team will be partnering with us for this special event at the Bohemian Hotel in Celebration, Florida from December 7-9. The Agenda: Wednesday the 7th: We will host a welcome reception/cocktail hour from 6-8 at the Bohemian. And yes, Carmine will be in attendance! Thursday the 8th: We will kick off with a continental breakfast and a full day of teaching by Ron Bullis. He will share… The Future of Advice - State of the wealth management industry - Technology and client expectations that are driving change - The three (3) most significant challenges advisors face and how they can build a practice that will win their ideal clients today and the next generation of wealth creators.  - Where advisors should be investing and focusing their efforts  In another session, he will share how to build a “future-proof” practice - Why you need to focus on scale and not just growth - Foundations of your strategic plan He will also present on Revenue Models - Why every advisor should implent a fee-for-service model - How to price your services - Hands on breakout sessions to implement this into your business with 1-1 Q&A. …and much more! And that’s just Thursday. Friday the 9th: We will also start with a continental breakfast and a half day of teaching. - I will share database reactivation and, how to get clients without spending money on ads or anything else. - I will also show you how to implement and leverage Ron’s training to create more powerful offers - And convert all of it into new clients. - I will also be sharing our new proprietary software platform called Apollos and how you can use it to automate your follow-up, manage your pipeline with ease, and centralize all of your lead sources from all social media channels into one place so it's easier to track and convert more leads and turn them into clients.
New comment Nov '22
2 likes • Oct '22
@Craig Liguori and I will be there!
Intro - Nick
#1. Vision Hi, my name is Nick Gilewitch, I’m in Oceanside, CA, and my company is First Command. We are a financial services firm focused on serving military service members and their families. I want to get these things from Vanguards: 1. Growth for my team and all of our businesses 2. New streams for client acquisition 3. Time back into my schedule to spend with my family and travelling For fun, I like to: 1. Draw and spend time with my 5 kids 2. Shooting & water sports (not at the same time!) and spend time outdoors 3. Travel when able
New comment Sep '22
0 likes • Aug '22
@Matt Zahorec More likely to be a gun on a paddleboard or canoe but I'm a big fan of the imagery!
1 like • Aug '22
@Mark Ford The cabinet is low at the moment...Team needs to pick up the pace so we can get back to the good stuff like Blanton's!
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Nick Gilewitch
9points to level up
Veteran and District Advisor for a financial services firm focused on coaching those who serve in their pursuit of financial security.

Active 12d ago
Joined Aug 23, 2022
Oceanside, CA
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