FREE PDF GUIDE DOWNLOAD

How To Win More Financial Advisory Clients Through Systematic Relationship Management

The proven follow-up system for converting more leads and prospects into Clients using automation.

Privacy Policy: Your Information is 100% Secure.

FREE PDF GUIDE DOWNLOAD

How To Win More Financial Advisory Clients Through Systematic Relationship Management

The proven follow-up system for converting more leads and prospects into Clients using automation.

Privacy Policy: Your Information is 100% Secure.

In This Free 3 Page PDF Guide, We’ll Share With You…

  • ​The ideal time to call your leads to increase your conversion rate by almost 400%;


  • Why you’re leaving a lot of money on the table if you follow up with a lead only one time. Plus: when it’s no longer worth it to follow up;


  • ​The optimal number of email messages you should send as a follow up to increase your chances of success;


  • The surprising reason why prospects who receive an email have a 16% higher chance of being receptive to a phone call;


  • And so much more...

Hi! We’re David Baer & Ken Cook...

Veteran business growth strategists at The Prepared Group. We create strategic marketing systems to capture more business, more often with less effort, guaranteed.


This Six Step Prospect Conversion System™ has been used by us, our partners and Clients to consistently win more business while spending less time and effort manually developing prospect relationships.


Without it, you’re subject to rollercoaster, chaotic results, at the mercy of arbitrary government regulations preventing you from doing live events, and certainly discouraging prospects from coming, even if you are allowed to do them. Almost everything you’ve relied on for years to build your business has been thrown into chaos, with no end in sight.


With it, you’ll eliminate all the guesswork about where your next Client is going to come from and you’ll sleep soundly knowing that you’re systematically attracting new ideal clients to your Firm, so you too can consistently grow your book, no matter what’s going on in the outside world. Use and enjoy!

More and better Clients are only a click away...

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When addressing financial matters in any of our Sites, videos, newsletters or other content, we've taken every effort to ensure we accurately represent our programs and their ability to improve your life or grow your business. However, unless expressly stated in our contracts and agreements, there is no guarantee that you will get any results or earn any money using any of our ideas, tools, strategies or recommendations, and we do not purport any "get rich schemes" on any of our Sites. Nothing on our Sites is a promise or guarantee of earnings. Your level of success in attaining similar results is dependent upon a number of factors including your skill, knowledge, ability, dedication, business savvy, network, and financial situation, to name a few. Because these factors differ according to individuals, we cannot and do not guarantee your success, income level, or ability to earn revenue. You alone are responsible for your actions and results in life and business. Any forward-looking statements outlined on our Sites are for illustration purposes only and are not intended to be projections or promises of results you would attain and thus are not guarantees or promises for actual performance. No warranty may be created or extended by sales representatives or written sales materials. The advice and strategies contained herein may not be suitable for your situation. Utilization of concepts or strategies presented may result in you incurring risks that are not appropriate to your situation and could result in financial losses. No profit or safety of capital is guaranteed. It should be clear to you that by law we make no guarantees that you will achieve any results from our ideas or models presented on our Sites, and we offer no professional legal, medical, psychological or financial advice.