Terri, I’d like to offer your firm a complimentary Referral Clinic to help your agents attract more Right-Fit Clients.
Here’s a 34-second video I recorded just for you.
“As a result of Bill’s coaching, I have brought in $12.7 million in new assets. That’s $170,000 of recurring annual income due to using Bill’s techniques.”
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Erin Gay
Founder & CEO, Legacy Financial (Annapolis, MD)
How to Work With Us
Programs for Individuals
Attract more ideal clients without increasing your marketing budget.
Video-Based Training
1:1 Coaching
Team Coaching
Programs for Corporations
Equip your advisors/reps with a results-producing process.
Video-Based Training
Live Workshops
Consulting
Hire Bill to Speak
Dynamic and engaging keynotes, workshops & training events designed to inspire action.
*** Available for in-person events, as well as virtual training ***
Start a Conversation with Bill
Questions? Ready to move forward?
Give us a call at 301.497.2200 or fill out the form below.
