Do You Make These Trial and Error Mistakes in Your Selling Efforts That's Holding You Back from Helping More Clients? 

Yes! Save My Spot

🤔 Want to know how 500+ top producing financial advisors with $31 billion AUM follow a standardized selling process that is recognized for outstanding customer success?

Free Webinar: Increase production by helping prospects make easier decisions

"The strategies shared helped my team go from $0 - $100 million in less than one year!"

The Vale Team • Robertson Stephens

Hi, I'm Akhil.

Here’s the brutal truth about selling:

Your effort depends on your ability to show people the cost of doing nothing.

But if its filled with constant trial and error then you're held back from helping more clients.

Besides, isn't it exhausting hearing repeatedly...

Akhil Lodha, September 18, 2018

Stratifi © Copyright 2022

 

Our members get fewer objections, win more high net worth clients and enjoy more freedom. Isn't that want you want too?

Look, we know your time is valuable.

It's why we're sharing 5 ways to eliminate trial and error in your selling process specifically regarding...

Ready to help more clients?

AS FEATURED IN...

Discover how 500 top producing financial advisors provide advice, not just price, to help clients make decisions faster and easier....

5 Ways to Eliminate Trial and Error in Your Selling Efforts That's Holding You Back from Helping More Clients 

If you're serious about your career and want more high net worth clients... 

...come and discover the standardized selling process that turns conversation with prospects from price to advice.... 

1. How to turn conversation with prospects from price to advice

2. How to collect all assets and earn fees on 100% in AUM

3. How to deliver perfect proposals prospects love in under 5 minutes

4. The 7-step process for converting cash hoarders into clients

5. How to convince overly aggressive investors to act wisely

They use a standardized approach that reduces compliance risk, increases production and is recognized for outstanding customer success

  • "I'm not interested!"
  • "I already have an advisor!"
  • "Your fees aren't worth it!"
  • "Why should I pay your fees?"

If you talk too much then verbal spamming invites objections, doesn't it?

If they doesn't understand the numbers or the proposal you're presenting then you lose their attention, right?

Fortunately, you're in the right place.

We work with more than 500 advisors nationally with $31 billion in AUM so we know what top producers do differently than everyone else.

Tuesday, June 28th, 2022

Limited Seating Available So Save Your Seat Now

Discover the standardized selling process that turns conversation with prospects from price to advice....

1pm PDT/4pm EDT