Blog #94: How to Double Your Affluent Clients

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This is 2015 InsMark Symposium week, and I am really jammed up with preparations for my part of the Main Platform presentations.


Scott Keffer imageSo as a favor, I asked my good friend, Scott Keffer (whom you’ll meet at the Symposium), if he would mind if I featured one of his key seminars in this week’s Blog.


My reason for this is because while we strive to provide the very best tools and information to help you provide extraordinary service to your clients, I think with Scott’s help you could reach many more of them.  In fact, his forthcoming seminar is titled, the Double Your Affluent Clients® Boot Camp, which is scheduled for May 6-8, 2015, at the Airport Hyatt in Pittsburgh, PA. (See below to sign up.)


Below are just a few of the highlights you don’t want to miss:

  • Scott’s very simple formula for doubling your annual revenue, while maintaining your sanity.
  • How to Position Yourself as a “Leading Authority!” rather than just an advisor...and lock out your competition.
  • What the affluent really want from their advisors in this economy so you can speak their language and close more clients.
  • How to fine-tune your brand, your positioning and your perception of yourself to create success more systematically than any marketing trick could.
  • The #1 thing the affluent want you to provide...give it to them and they’ll never think of leaving you.
  • How To Quickly Transform Your Staff into a “Servant Team” that will methodically attract and care for clients so well they’ll never leave.
  • The 5 Keys To Upgrade Every Client...how to implement escalation structures to make and KEEP more money from every single client.
  • How To Turn Your Clients into Raving Fans and Referral Machines.

Scott’s warning: “Don’t Waste Another Dollar On Traditional Advisor Marketing Gimmicks Until You Discover Why It’s Not Working And What Your B/D, FMO And Insurance Company Don’t Want You To Know!”


people at conferenceI strongly recommend that you attend Scott’s Double Your Affluent Clients® Boot Camp (sign up at the bottom of the Boot Camp webpage).  As an additional incentive, Scott has graciously offered our advisors a generous $1500.00 discount at www.RitterRewards.com (use code: Insmark).


Click here to sign up and remember to use the code “Insmark”.


I’ll see you back here next week. . .