The One Minute Advisor™
A turn-key marketing program designed for high-end financial advisors to generate more big cases in the high net worth senior wealth transfer market. In brief, here's how it works.
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Watch the video to learn about how this program can work for your company.
The One Minute Advisor™
If you are a top financial advisor, you know a good referral from a lawyer or accountant is valuable. That's why you probably like to stay in touch with many reputable referral sources. Although this is important, it's often a constant challenge to come up with something to send or supporting material to discuss, right?
Some of the main reasons for this may be:
- There is never enough time to see as many professionals as you would like.
- It's difficult to constantly develop regular high-quality topics of mutual interest.
- Carrier marketing materials are nice, but you would much rather reinforce your independent brand.
- It is a time-consuming and frustrating process getting material approved by compliance.
Our solution is The One Minute Advisor™ video program. The One Minute Advisor™ is a new and distinct communication system designed to put a steady stream of brief and professional videos of you in front of your best referral sources, delivering ideas of mutual value.
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