Dear Financial Professional,
If you’re anything like a lot of the Industry Professionals I meet, you’re probably frustrated of being average, and doing just ‘fine.’ Wouldn’t you prefer to be truly great at what you do?
Unlike Financial Professionals who are at the peak of their game, you would like to earn more money, and feel properly rewarded for all your hard work. Although your client retention is ok - you know you can do better. In short you want to increase your productivity and have clients that are ecstatic to be working with you. The 6 week masterclass will show you exactly how, but more on that later. First, let me ask you...
If there were an easy way to take your career to the next level, and it required minimal effort and no cost for you… would you do it?
You’ve observed colleagues in the field and thought “What have they got that I don’t? And why do they seem to earn so much more than I do?”
Maybe it’s even crossed your mind that there might be some industry secrets that only a select few are privy to. Would you like to be one of them?
If the answer to any of my questions above was yes - then read on!
"Tom's Insights are like hidden gems!"
It's the best investment you'll make, both time and money wise. Tom's insights are like hidden gems. They are bound to give you multiple "aha" moments. Highly recommended course.
Luke - Alumni
"I certainly feel Tom added a tremendous value to my career."
For me the choice was simple - either spend 10 years in the industry, try everything and learn from my experiences OR learn from the experience of veteran and accelerate my growth track. I did what I felt like was a smart choice. I certainly feel Tom added a tremendous value to my career.
Jack - Alumni
Over a course of 7 weeks, I will send you the case study of Jack and Diane, two American kids doing the best they can. We will begin where most retirement journeys begin…In their 30s! I will take you on a journey throughout their life and show how different life events can impact your retirement security.
Each week, we will look at a different time in Jack and Diane’s life and see where their priority should be about retirement planning. I will give specific strategies and academic articles backing up the how and why. Having difficulty conveying a concept to a client? Share one of the articles or videos that are hyperlinked throughout.
Invest just 1 hour a week and see your production sky rocket!
Throughout the program there will be an Ask Tom feature, where you can throw all your questions in my direction.
And you will get my monthly newsletter as well as access to my monthly webinars. An overview like this barely scratches the surface - so you’re going to have to trust me, there is some truly exceptional content in this 6 week course. Me and my team have designed this to give you optimal results for minimum time and effort - and we know it works!
I look forward to personally guiding you to to larger, more profitable client base within the next 6 months.