Retirement Readiness Review Marketing System

Book new clients with in-person or virtual retirement education classes.

As a fee-only investment advisor, you deliver massive value to your clients.

There are 63M+ people in the US aged 50-64 — almost 20% of the population.

Source: USAFacts.org

While word-of-mouth and referrals are great, there’s just one problem — you can’t control when someone will pass your name along.

Fee-only investment advisors need a consistent and reliable way to get in front of people looking for what they offer.

Does this sound like how you’re (trying) to get clients today?

You’re constantly asking your current clients, family, and friends for referrals, and frankly, they’re growing tired of your requests.
You’re tired of cold-calling and wasting time and energy only to convert a tiny sliver of prospects.
You’ve joined local networking groups hoping to get the word out about your services, but no one’s biting.

They need a retirement planning expert. Why shouldn’t this be you?

Imagine how quickly your investment business grows when...

You become your community’s go-to retirement planning expert
You’re serving your local community by teaching them essential financial skills
You’re steadily booking more consults with less effort
You can build trust and cultivate new client relationships in a non-sales environment

THE SOLUTION:

The Retirement Readiness Review Marketing System

By teaching people 50+ how to plan their ultimate retirement, you’ll be serving your community and growing your business at the same time.

You’ll have everything you need to provide unbiased education to attract potential clients who pay to attend your courses. Our course will help you cultivate new client relationships in a non-sales environment. You decide whether you deliver your classes in person or online.

The Retirement Readiness Review Marketing System is a proven system that will help you market to people already looking for your retirement planning services.

Attract a steady stream of potential, qualified clients every time you teach what you know.

Benefits of The Retirement Readiness Review Marketing System:

Proven financial education marketing system
Repeatable process to attract new, qualified clients
Personalized support to show you how to set up and run your class
Mentorship from an experienced fee-only advisor on how to conduct a consultation that converts and how to follow-up to gain more business

You get:

PowerPoint presentation with 8 sections and over 200 slides that you can customize for your business
Two 1:1 coaching calls to help you help implement the system
Access to other fee-only investment advisors' best practices
License to the teaching materials
Your own territory for teaching the class
No requirement to purchase textbooks or additional material
Annual updates
Direct mail flyer to promote your class
Step-by-step guide on how to schedule and teach your class
Annual mastermind meeting focused how to improve your class results and your practice