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The 10X Financial Advisor
Earning Seven Figures in a Six Figure Industry
FA Magazine reported that the top 1% of all American financial advisors earn seven-figure incomes. Why do some advisors achieve elite levels of success while half don’t even make it to six figures? This is the key question for 99% of financial advisors. Author and serial entrepreneur Scott Winters examines this question in depth, providing real-life examples of advisors who made the leap. Learn the secrets advisors nationwide have employed to see an order-of-magnitude increase in revenues and business valuation. The 10X Financial Advisor is a must-read for every advisor seeking elite success.
This groundbreaking game changer from Scott Winters is based on the multi-billion AUM Quantum Leap Success Formula. Winters draws on his 30 years of experience in the industry to share his keen insight that 10X success is the result of three key performance factors: advisor skill, practice scalability, and advisor productivity. Develop the skills you need across the entire lifecycle of client interactions. Discover the process that transforms weaknesses into opportunities for exponential growth. Learn how your personal productivity can spark a new level of job satisfaction as you create a sustainable growth engine for your business. Your 10X journey begins with the foundational principles that lead to an elite level of success.
Your Complimentary Offer Includes
- 10X Financial Advisor Audio Book
- 10X Financial Advisor eBook
- 10X Financial Advisor Hardcover edition
- 10X Financial Advisor Academy Access
- Membership to the 10X Club
A Combined $5065 Value!
Introducing The 10XFA Academy
A Master Class in Skills Development
Your journey to elite success starts with the book, but there are many more tools you can employ to join the ranks of the industry’s most successful advisors. The 10XFA Academy was devised by industry innovators who’ve built multi-billion dollar firms. The team behind the 10XFA Academy has raised billions in AUM, and competed and won against the largest firms in the industry by innovating and delivering unique value propositions. Learn the secrets advisors across the country have employed to see an order-of-magnitude increase in revenues and business valuation. Develop the skills you need across the entire lifecycle of client interactions. Discover the process that transforms weaknesses into opportunities for exponential growth. Learn how your personal productivity can spark a new level of job satisfaction as you create a sustainable growth engine for your business. Your 10X journey begins with the foundational principles that lead to an elite level of success.
While the book makes a massive contribution to the industry with its Quantum Leap Success Formula, most advisors will have a difficult time implementing the changes on their own. They need help, and the 10X Academy is here to provide it. Beginning with a deep dive into the Quantum Leap Success formula, The 10XFA Academy examines the key components of advisor skill, scale readiness, and advisor productivity. It then takes the advisor through a diagnosis of advisor success factors one at a time, highlighting best practices in positioning, marketing, client relationship management, technology, and branding.
Growth Benefits
- Learn the secrets advisors across the country have employed to see an order-of-magnitude increase in revenues and business valuation.
- Develop the skills you need across the entire lifecycle of client interactions.
- Discover the process that transforms weaknesses into opportunities for exponential growth.
- Learn how your personal productivity can spark a new level of job satisfaction.
- Create a sustainable growth engine for your business.
- Devised by industry innovators who’ve built multi-billion dollar firms
- Best practices broken down one by one.
- Designed for maximum retention and relevance.
45 Lessons Include:
- Build a powerhouse brand: Constructing your Mission Statement & Value Proposition
- Understanding demographics and niche markets.
- Tools and technology
- Building your marketing engines: Growth and referrals
- Making smart and effective marketing investments
- Social Media and Centers of Influence marketing
- Diversifying your marketing strategies
- Surveying your market
- Client onboarding
- The client servicing mode
- The multi-generational practice
- Client appreciation, nurturing and communications
- Sustainable asset management
The book and the Academy are part of the 10X success formula. Elite advisors have skills, but they also have a success formula that seeks to maximize strengths and delegate, outsource or eliminate weak areas in themselves and in their business. To break out and make your quantum leap, you need skill combined with a scalable practice and a powerful value proposition.
About the Author
Scott Winters has had a successful multi-decade career in the financial services industry as a top financial advisor, manager and executive. Scott built a wealth management business from zero to over two billion in assets managed across over 20,000 clients. Forbes magazine recognized Scott for co-founding, building and selling one of the fastest growing wealth management businesses in America. Scott is a widely recognized speaker, author, entrepreneur, and leader. He has mentored, managed, or trained thousands of financial advisors and helped them achieve greater success.
If you have questions about The 10X Financial Advisor, The 10X Financial Advisor Academy, Financial Gravity or its Turnkey Multi-Family Office Charter, schedule a call to learn more or email zachary.trimble@financialgravity.com.