Kill the Caveman
The Financial Advisor's Selling System
Traditional selling techniques are of little use with today's consumer. No longer is the financial advisor needed as a way to buy investment or insurance products. As a financial advisor, you must accept the new reality: many people will never hire you matter what magic words you use.
Obtaining the ideal client today requires a SYSTEM that spends more time on disqualifying the prospect than talking about what you do or what your returns have been.
In this program, you'll learn a 3 step process designed to identify and secure the ideal client: one who gives you 100% of their money and lives with you through up and down markets. It's used every day by a million dollar fee based advisor and his students.
Dan Cuprill, CFP, is a million dollar fee based advisor. His firm, Matson & Cuprill, works with over 200 families in 20 states. Utilizing the power of systems, he runs his office with a support staff of just one extremely talented (and very well paid!) person. To learn more about him and his work, visit ProfitableAdvisor.com.
Frequently Asked Questions
What People are Saying about Kill the Caveman:
For me, Kill the Caveman solved the mystery of selling. I now go into every meeting with a very clear agenda and know in minutes whether or not the prospect will become an ideal client. I am now in total control. --Dan Betzel, Betzel Wealth Advisors, Gahanna, OH
I now understand the difference between a marketing system and a selling system. To grow your practice profitably, you need both. Thanks to Dan & his systems, I now have both. And they work. --David Rosen, Newton, MA