Thank you, Dan Brown, for spending some time with us today to drive home the importance of getting your advice framework and back-office processes right to ensure you’re set up to thrive, and not just survive.
According to Dan, the single best way to get out of the hamster wheel of being stuck working ‘in’ the business, to get to a point where you can outsource and work ‘on’ the business (ie. your growth strategy) is to increase revenue.
Here are just a few tidbits that I took out of today’ session. I highly recommend watching the replay as there were many more nuggets of gold, I just didn’t have the time to write them all down while we were live:
The importance of beliefs and mindset
The challenges facing advisers right now AKA ‘The Vortex’ and what you need to do to get out of it
Establishing a meeting framework
Truly understanding and articulating your clients’ needs
Positioning the sale with confidence
Review and critique how you run the meeting, getting feedback from prospects who do not sign on as clients
Here’s Dan’s ‘High Converting Fee Positioning Framework’ PDF download, it’s yours to use:
High Converting Fee Positioning Framework.pdf
Dan is also offering a 10% discount on all of his masterclasses for the XY+ community (thanks Dan, legend!). You can grab instructions on how to claim HERE.
The Profit and Positioning Sales Masterclass has been specifically designed to show financial advisers on how to achieve the results Daniel has experienced over the past 3 years.
Those in the mastermind will receive the exact sales positioning and conversion training Daniel has used to transform the biggest under-performer within his business to now being the top adviser.
**This masterclass only happens three times a year. The next masterclass kicks off shortly and there are two spots left if you are interested in jumping on board**
RRP is $2,997 + GST. (Dan says this is a tenth of the price of what he has spent on coaching courses and programs to get to where it is at now)
XY+ members pay $2,697 + GST
The Lead Generation Masterclass. In this 6-week mastermind course, you’ll discover the same marketing strategies Daniel has personally used to generate over 200 new leads in 2020.
**This is an online masterclass you can enrol in at any time and work through at your own pace**
RRP is $597+ GST.
XY+ members pay $537 + GST
Highly recommend joining Dan’s MBS Advisory group on XY HERE.
You can connect with Dan directly HERE.