Got Questions? Contact

Think Differently

Shift more prospect introductions to clients

You don't need to 'see more people' to increase your income.

You're the financial hero - tailored training to bring out your best.

Keep what’s good about your current process, Shift forward daily.

Your Process, Shift Methods

 “Subtle but powerful insights … This is the best Financial Professional training innovation I’ve seen in years”

- S. Hill

Make your time more productive and efficient

Evergreen material keeps growing with you

Get short daily videos on your mobile device

Free Resource

Click the Button below and get free access to some videos from the ShiftMethods Library.

Courses

Corporate

Prospect

Close

What if …

Referrals

Service

Nuggets

Caution – May seem subtle but it’s High Impact

Whether you've been in the business for 30 years or are just getting started, this recipe for interacting with prospects will change your life.  Think about it, what if you could have your clients talking about YOU with the same excitement they use to talk about new electronic gadgets.

iStock_000060281502_Small

When it comes to being open to improving skills, financial professionals are truly one of a kind.

I’ve never met such a concentrated group of driven strivers.  In an ever changing world of regulations, markets, and products, the advisors I meet are continually innovating to find success in converting prospect introductions into clients.  It can be so frustrating to know how much a prospect could benefit from your services but for some reason the deal doesn’t close.  You know what … It doesn’t have to be that way!

What if it was normal for new clients to reflect on meeting with you and comment, “Wow, I’ve never met anyone like him!  Thank you so much for introducing me to him.” 

What if you could create such a powerful connection with your prospects that they would ask “Will you accept me as a client?”

What if your clients were such fans of yours that they told their friends and family, “I know you may ‘feel like’ you are ‘all set’ financially, but you have to meet my financial advisor … He will help you affirm what you hope to be true, that you are in fact ‘all set’ with your retirement strategy”?

  • See your average case size grow by 50%?
  • See your introduction to close ratio grow by 50%?
  • Reduce your time in the office by 50%?
  • Create such powerful positioning in your market that you all but eliminated your competition?
  • Have a lot more fun serving fun clients?
  • Do all this without abandoning what you like best about your current strategy?

It's Time to Shift Into Success

There’s a process … a formula, if you will, that can get you there.  I’ve created and honed that formula over the last 10 years, and I’m going to share it with you.  This is not a philosophical idea constructed in a laboratory.  Everything I’m going to teach you is based on results I experience personally on a daily basis in my own practice.  This formula was created through massive amounts of what I like to refer to as ‘self-inflicted training’, trial and error, testing, and hard-won experience. 

But it’s not all about me and my success. I’ve personally trained many financial professionals and have witnessed their launch to success as they implement the ShiftMethods into their practice.  You’re going to hear about some of those professionals I’ve coached, because I’m a big fan of teaching from (and by) example. 

I’m going to give you real-world examples.  And I’ll go beyond that with video training you can access on the accompanying membership site.  I’ve also got additional videos and resources at the site.  And the best part … It’s evergreen, the library of resources is continually growing.

I’ll just go ahead and admit to a fondness for bragging about the type of people who are attracted to these methods.  I love to talk about them, and I love to celebrate their success.  I do it primarily because I believe financial professionals are often underappreciated which unfortunately often results in the clients being underserved.  You are the financial hero for your clients!  As I have worked with many different professionals, one thing is peculiar about the financial services industry, most advisors I meet are on the perpetual prowl to improve their practice and will go to any length to be the best.  I believe that entrepreneurs are the future of humanity.  They’re the ones who are driving human progress, creating jobs, and building real value in the world.  And that’s one of the reasons I’m so passionate about our business – It’s all about helping people. 

I also believe we are living in the greatest time in human history, more retirees are going to live longer, healthier, more prosperous lives.  Their opportunity is to Retire Happily Ever After, and our privilege is to show them how. 

With all the chaos and complexity in the financial markets, it has never been as important as now to connect with our clients and prospects to better serve them.

Come along with me on a journey.  Go through the ShiftMethods process or nothing significant is going to change.  We encourage you to receive your short shift videos via text. 

We can’t wait to work with you and your company to discover the benefits of thinking different.  Fill out the form below to get started.

Get Free Access to Videos from the ShiftMethods Library

The 7 Tenets

7tenets