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Client Acquisition Academy

Public • 279 • Free

4 contributions to Client Acquisition Academy
CAA Premium starts this week - details below 👇
Hey everyone, I can't even begin to tell you how excited I am. Something big is about to happen! We have carefully chosen an elite group of financial advisors. Each advisor bringing their unique experiences, insights, and unstoppable drive. Together, we’re going to tackle challenges, break through limits, and support each other in reaching levels we’ve only dreamed about. This mastermind is more than just sharing ideas. It’s about creating a unique community of high achievers, united by a commitment to push ourselves and each other. Imagine what can happen when we combine our strengths, challenge our weaknesses, and build each other up. This is our chance to gain clarity, uncover opportunities, share ideas that are already working, and hit goals faster than ever. Our first initial group is full as everyone has been hand picked based on asset size and income qualifications. If levelling up in a BIG way is important to you, let me know in the comment section and I will let you know when the next group can join in December. P.S. The value from the very beginning will be in the tens of thousands of dollars!!!
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New comment 6d ago
CAA Premium starts this week - details below 👇
1 like • 6d
Please let me know about your December cohort
20 Calls to Action to Generate Leads
FREE GIFT #12 20 Calls to Action to Generate Leads
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New comment Aug 17
20 Calls to Action to Generate Leads
1 like • Aug 15
Done
Opportunity for free coaching - Serious advisors only please
The most underrated niche can be the most lucrative Instead of focusing on professions (lawyers, doctors, business owners) Niche down to a specific company or organization 12 Biggest U.S. Companies can be found in the graphic How to do it (example: Amazon) Rebrand your LinkedIn profile, website, and online assets to “Amazon Advisor" Find → online groups → websites → forums ↳ where Amazon employees hang out Learn → how they talk → what their concerns are → what problems they want solved Run campaigns on LinkedIn for Amazon managers and executives Turn your first 3 Amazon clients into case studies and gather testimonials Incentivise your Amazon clients to ↳ send you referrals of coworkers they’re close with Create content that’s specific to helping Amazon employees build wealth You will become the authority when it comes to Amazon employees You will know their benefits and severance packages better than they do and will become the go-to Advisor for Amazon managers and executives ----------------------------------------------------------------- I'm looking for 3 Advisors that want to try this strategy You will receive free coaching and resources My only ask is that we document everything I will create a step-by-step guide on how financial advisors can utilise this strategy to become insanely successful DM me if you are interested in participating
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New comment Jun 19
Opportunity for free coaching - Serious advisors only please
1 like • Jun 19
Make me number 15 Ermos!!
1 like • Jun 19
No Problem. Thank you !!
FREE GIFT #8
Get your free copy of Alex Hormozi's $100M journal
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New comment Jun 19
FREE GIFT #8
1 like • Jun 19
Thank You!
1-4 of 4
Sujit Nair
2
15points to level up
@sujit-nair-6912
Associate Investment Advisor and Financial planner with iA Private Wealth

Active 6d ago
Joined May 22, 2024
Mississauga,Ontario
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