Most producers believe they could grow and revolutionize their business if they just had more leads to see. However, what we’ve discovered in working with financial professionals for more than 25 years is that generating the leads is the easy part. What’s more important is having a way to consistently convert your leads into clients.
If You Want:
Over the past two years, we've quietly built, tested, and refined a robust practice management program and we're ready to share the amazing results with you. We've skillfully guided a handful of financial professionals with all of their business needs from marketing and branding to refining their client acquisition and client experience. We have repeated the results whether you're just staring out or are a seasoned financial professional, and if you attend this meeting, we'll share with you the code to exponential business growth.
Complete the form to learn more about how you can qualify to attend an all-expense-paid meeting October 13-15, in Dallas Texas — you just need to get yourself to the event. During the event you'll experience the processes to run a more successful business, which will elevate your business. This event will show you the path to exponential business growth.
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For Financial Professional Use Only. Not For Use With The Public.
This content is for informational and educational purposes, and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action. Individual results may vary based on a financial professional's skill level and competence.
Reference to the terms "advisor," "financial advisor," and "investment advisor" refer to properly licensed or designated financial professionals under the Investment Advisers Act of 1940 and/or State Blue Sky Laws. Partners Advantage Insurance Services and their representatives do not give tax or legal advice. Accordingly, any tax information provided is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. Encourage your clients to consult their tax adviser or attorney.
The material is being provided for informational and educational purposes only and is not designed, or intended to be applicable to any financial professional or client's individual circumstances. This content does not constitute a recommendation that anyone engage in (or refrain from) a particular course of action or to utilize a particular third-party or software program vendor. Utilizing third-party vendors does not absolve a financial adviser from their fiduciary responsibilities to their clients. Financial Professionals should ensure they continue to follow the current policies on the use of any advertising, third-party materials and/or social media as required by their broker/dealer and registered investment advisor, if applicable, and the insurance carriers they represent.
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Partners Advantage - A Gallagher Company (Partners Advantage) is not a Registered Investment Adviser (RIA) as such, Partners Advantage does not directly offer the concepts or investment platforms discussed. Partners Advantage has business relationships with RIAs for the purpose of wholesaling insurance products to their advisors for which Partners Advantage receives compensation. Partners Advantage is not responsible for any claims or actions brought against financial professionals who independently make the decision to become financial advisers.