How Financial Advisors are Hitting $25k/mo and $1 Million in new AUM/month Using The "No Ask" Referral System
< Without more cold calling, networking, or buying leads >
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I Know This Works Because I've Been There....
Scottie's RatiosÂ
Year 2018 - 2019
$170k Insurance Production | 87 Lives | 56 New Clients
Year 2019 - 2020
$288k Insurance Production | $2.5m New AUM | 128 Lives |Â 80 New Clients
Year 2020 - 2021
$301k Insurance Production | $4.7m New AUM | 100 Lives |Â 46 New Clients
Year 2021 - 2022
$315KÂ Insurance Production | $4.8m New AUM |Â Worked 2 Days/Week
This is what happens with you master the "NO ASK" Method:
Check out Sydney, who hit her first $25k month in only 90 days!
Meet Chris, after only 4 months, he had his biggest month ever of $50k production and 22 lives!!
Meet Antonio, Who Went from $6k-$8k production/mo to $12k - $15k production/mo. He even did $65k production in ONE QUARTER & had his best year ever!
Meet Matt, Who jumped from $10k -Â $15k/mo in 3mo AND Increased His AUM!
Meet Robert, Who Implemented a Prospecting System, Hit 60 QSs his FIRST MONTH and now has a goal of $40k+ per month!
Who this is for:
âś… Financial advisors that focus on insurance and/or investments and want to get to $25k/mo
âś… At Northwestern Mutual, Mass Mutual, New York Life, Edward Jones, LPL, Prudential, Ameriprise, Pacific Life, Principal, RIA, etc.
âś… Making $5k/mo minimum
âś… You focus on life insurance (term / whole / VUL / IUL), disability, long-term care, and/or investments.
âś… This is for you if you want to grow your individual practice (insurance and/or investments)
Who this is NOT for:
đźš« If you focus on P&C, medicare, health insurance, auto.
🚫 If you don’t have your own practice or you’re at a MLM and want to learn about recruiting
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