You will learn what is escaping advisors in every faction of the financial services industry. Despite the coming tsunami of change, the massive seismic shifts in how individuals prefer to receive financial advice, is already underway - customers want to do business virtually instead of face to face.
But, that's not BAD news...it's the BEST news...
You can explode your business by going virtual - almost overnight...and it is more simple than you could ever imagine.
The Advisor 2020 Vault will teach you how. This online online course and vault of resources is a step-by-step guide that is simple to follow and implement.
You will learn how to do your prospect interviews and existing client annual reviews VIRTUALLY, without ever leaving your office.
Here is a sneak peak of what's inside: