New training just released on setting up automated pipeline management and follow up systems to help you convert more of the opportunities you have without spending more time. This is easy to implement and uses software and automation to plug the leaky holes in your sales and opportunity pipeline. https://www.skool.com/vanguards/classroom/8452a674?md=79efba5d66dd4c16b7c82d8c264e2e67

For the last 5 years, hundreds of clients have grown their revenue using a simple LinkedIn framework I have taught directly. Not to brag, well maybe a little…but I've even trained some of the coaches teaching this stuff too. Anyways…This has been responsible for adding ON AVERAGE…between $5-10 Mil in AUM per year to our client’s businesses by producing 5-10 quality appointments per month. That’s pretty good because once it’s running…there is almost ZERO cost to keep it going. Over the next 5 years…that’s $25-$50M to your book…so for most people adding a recurring revenue stream of $250K-$500K/year is worth the time and investment. If you were to sell your book one day…at the current rates…that’s a cool million or more to your retirement. Here is the problem… Not everyone who has gone through my training succeeds… The typical coaching response is “They didn't do the work”… While that may be true in some cases…in other cases, they did do the work but the skill transfer didn't happen. My goal is 100% success rates…while that’s not possible, we can certainly move far closer to 100% by solving the gaps in the coaching process. Shifting gears...I like cars…always have…EVs are cool but they have a fatal flaw (based on current technology)... RANGE...They only take you so far before you are forced into taking a siesta and plugging in.. The coaching-only model has a similar problem… It can only take you so far... Coaching doesn't solve the problem for everyone…so a hybrid solution is needed. After analysis of the folks who have excelled, the folks who have done well, and those who didn't get anything…I have identified the three core problems to getting results. The people who didn't succeed using this training were not able to overcome a few obstacles. Obstacle #1: Profile Copywriting & Design Obstacle #2: Messaging & Consistency Obstacle #3: Offers To help make sure clients and future clients get the results…I am going to remove these obstacles for people who want help boosting their appointment volume, closing new business, and getting a FAST ROI without having to become a master copywriter and marketer.

Starting next week, the weekly collaboration call (Thursdays at 1:00 Eastern) will be merged into the weekly sales clinic (Tuesdays at 3:00). Moving forward, we will host an open-forum collaboration call on Tuesdays at 3:00 Eastern. Please continue to bring any and all pertinent topics/questions to this working session. The Ads & Campaign Support call will continue to be on Thursdays at 2:00 Eastern.

Hey folks, I have a long-time client that's been asking me for this content, and since we still have clients that are using this training and getting clients from it... I figured I would pull this from the archives and add some templates to help anyone that wants it. So if you have a list of prospects already...no reason not to dive into this training and add it to your marketing arsenal. As far as promoting a live webinar to your list...Matt and I will be working together to create an automation sequence you can leverage as part of your apollos subscription (if you have one)...If you don't have one, you are missing out big time and you can hit @Matt Zahorec up to get signed up. Rockstar Webinars are live in the classroom, enjoy! https://www.skool.com/vanguards/classroom

We are having a live training for all Vanguard Gold clients on Thursday at 2pm ET. This will be recorded and added to the ads training. This training will cover how to set up your campaign and get your ads live. Call link meet.google.com/kyt-toys-cnk

This weeks ads call will start at 2:30pm ET instead of it's normal time 2pm ET. Same call link.

We are preparing for our public launch and I know some of you are already on the platform and have been super patient with us around getting tech support help...so, If you are on the apollos.io platform or soon will be...we have integrated live chat support + a full self-service support library. See video for more details:

meet.google.com/rhn-yewo-rgb

Clients with the best results get this part of the process dialed in...Because mastery takes time and repetition we want to carve out time weekly to work on this in a dedicated call. Starting on January 3rd and the Tuesdays following in the new year, we will be running a weekly sales clinic. In this call we will be helping clients with process, follow-up, role-playing, reviewing calls and meetings with the design to help you master this part of your client acquisition system. To get the most out of these calls, be prepared to share numbers, prospects that have gone dark, specific scenarios that are not dialed-in or anything else you need help with regarding your sales and conversion challenges. This call will be replacing the existing Tuesday collaboration call...looking forward to serving you all in the new year.

After December 21st there will not be any collaboration calls until January 3rd, this includes the Vanguards Gold Onboarding call on Thursday. Merry Christmas and Happy New Year!

We are having our live event this week so we will only have one collaboration call and we are changing the time. The collaboration call will be TOMORROW @ 1PM ET. Same call link.

If you are joining Mark and me in Orlando next week for the live event, I can't wait to meet you in person. If you are not...you are going to miss one hell of an opportunity to get prepared for 2023. Here is my desk in my war room: 11 books re-read, 22 hours of video interviews watched, and 2 solid weeks of writing and gathering content for the event. Many of you have asked me for templates for business planning, client deliverables, and revenue models and I will deliver those. I plan to teach you exactly how my team engages with clients, how we built our client engagement system, the significant problem that advisors have in common with clients, and how to lay the foundation for a 21st-century wealth management practice. See you in a week!

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.

https://video.bunnycdn.com/play/53912/c556a5e6-db9c-4f52-b61e-273644cb68cc

To access our room block, use code W14 when booking over the phone or on Marriott.com

If you are running campaigns, this is the call to have one of our media buyers help you optimize your campaigns for results. This is tech focused; funnel questions, campaign questions, and ad strategy. (WARNING) This is not for ANY agency clients asking for updates on their campaigns. There will be zero tolerance for this. meet.google.com/pny-npoa-ctk

There were some tech issues with the live feed but it is restarting now: Join here: https://venues.vimeo.com/1659971770076

Good morning, everyone! I am excited to share some of my thoughts on operations and building for scale today. Here is the link for today's live stream training session: https://venues.vimeo.com/1659971770076/ab77d3b15011

It will be uploaded in full on the 29th of September and we will be dripping some of the content before all of the modules are completed. It's the biggest module in the program, we will post an announcement when new content is released for week 5.

Just added as a bonus in Week 1... https://docs.google.com/document/d/1nG_oqHppNTVv6hROL5T1KhG___ofMD4Ae1a0NMa33f0/edit#

We are pushing back the collaboration call by 1 hour.

Hey everyone, Ron posted some training materials in the classroom (https://www.skool.com/vanguards/classroom/8452a674?md=a3ca9ddc16e94fc0a5af095b0a169d7a) in advance of his training today. See you on the call (the link for the training event is in the calendar).

Good morning everyone. I just posted in the calendar a live event on 9/23. This will be our week 6 content where I will share how Lifeworks has built our operations for both scale and high-touch personalized client engagements. Topics: 1. Client experience mapping 2. Standardizing and systematizing your client engagement models 3. Lifeworks services and business model 4. How we connect financial planning and investment strategy to provide clients with better outcomes 5. Are there any specific areas of operations that you would like me to discuss in my presentation? If yes, send me a message here and I will incorporate that into the presentation on 9/23.

See the classroom for the week 2 content.

We will not be having an ads call tomorrow.

Ron's got the flu...So...the training with Ron Bullis scheduled for tomorrow is going to be pushed to Monday next week, same time: 11:30-1:30 ET. The event will be updated in the Calendar.

Watch this first...then jump into the Classroom. Rules This community is not for promoting your products or services…not in the forum or in DMs. If you want to do that, start your own community or use the training to do that. You will be kicked out immediately and permanently if you do it here. Support Join the Q&A Calls - Schedule is on the calendar: The Calendar More Support Options - Apollos.io - Client Acquisition Management System, designed to help you save time and get more clients - Schedule a 1-1 Demo here: Schedule a Demo - Written for you social media posts and email newsletters that convert. New content is published every month:  $299/month (Apollos.io is included) Schedule a demo here: Schedule a Demo - 1-1 Consulting, Coaching & Strategy - $7K for first 90 days, $2k/month after 90 days. Limited availability.  DM me in Skool and tell me what you need help with. - Done for you local Search Engine Optimization (SEO): Dominate the local search results and get more clients in your local market.  Market exclusivity (only one client per market) $3,250/month. - Schedule a complimentary SEO consultation and find out if your market is still available: Schedule Here Want to learn more about SEO, why we offer it, and why clients stay on for years?  Learn more by reading this post: Read This POST - Get 5-10 Qualified Appointments Per Month from LinkedIn: We will design a custom LinkedIn funnel with design, offer strategy and engineering, custom copywriting along with messaging sequences that generate meetings and new prospects…people bring in millions with this…The offer is only for people who want our experts hands-on working your stuff so you can get the results faster: Only 5 spots are available per month…Learn More Read This POST