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Financial Planner Coach Reveals Vital Strategies to...

Capture Maximum Face Time with an Abundance of Qualified Prospects to Expand Your

Financial Planner Practice
Despite the Economy

Are you losing profit due to not getting the face time with an abundance of qualified prospects?

Are you taking the actions that “always worked” before, but not getting the expected growth?

Do you suddenly feel uncertain about how to best advise your clients?

Is the future you are building being rubbed out by a tough economy?

Are you sure that the moves you are making right now are the correct ones for long-term growth in your practice?

Hello,

I’m David Sanders. I want to talk to you briefly about what could be putting your firm at risk.

If I asked you, "What is your strategy to get through this economy?" could you tell me?

I have found in my coaching experience, that the greatest majority of financial planners, although they are experts at strategy for their clients, they don’t think about strategy for their practice.

Here’s what they tell me:
"I am a professional."
"I rely on my expertise."
"I know how to run my practice."
"I know what to do."

Maybe this sounds like you.

Granted, you have been running your practice for years, and even when you weren’t experiencing “off the chart expansion,” overall you have been happy with your growth. But in a recession, it is likely that what you normally do is not going to be good enough.

It's like this. Your practice is an 18-wheeler on a steep incline. You are the driver and you are losing traction. You need a strategy that gets you in the right gear so you can power your way up the hill. Your best option is locking into strategy that keeps you in the right gear for maximum traction on a slippery slope.

Before you stall out, scroll down to get "7 STRATEGIC ACTIONS CFP PROFESSIONALS MUST TAKE IN TOUGH ECONOMIC TIMES."

This fast read will get you on your way to tapping into your power reserves and get your powertrain fully engaged. You will never be caught without a laser precise strategy again.

—David Sanders

Rusty Tweed"BETTER AND MORE VALUABLE THAN ANY OTHER PROGRAM I HAVE DONE."

I knew I could be more successful; I just needed to find a way to get through all the barriers. I had already done most of the other programs out there and some of them were pretty good. But I can tell you without reservation that the consulting and assistance offered by Creative Business Strategies, Inc. is better and more valuable than any other program I have done.

Rusty Tweed, Tweed Financial Services, Inc.
www.tweedfinancial.com

 

In this Guide I Cover:

    What is most vital to the survival and income of your practice.
    A proven approach that gets results.
    Actions not to take.
    Where to concentrate your efforts.
    Pitfalls to avoid.
    How to not miss a single opportunity to consolidate your gains and grow stronger.

"Anyone Interested In Surviving a Volatile Economy in Financial Planning Would Be Lucky To Be Able To Work With David Sanders"

Diane

They [peers] started paying attention without my even knowing and after seeing the results on the bulletins and how I was moving up in the charts, people started bringing up my coach and asking, "What exactly is it that you are doing?" And I said really it's just advice and expertise. We're experts in financial services and David and his staff are experts in organization and modification and how we can do things in a more systematic and organized way. After only my second meeting, I was actually at the end of the month so my closing cycle was shortened, and I went from being #12 on the sales list to #4 in the nation.

Dianne Enciso, Financial Services Rep
Pasadena, CA

 

Here's What the Guide Does NOT Cover:

  • It does not discuss what caused the recession.
  • It does not offer ideas about how to end the recession.
  • It does not urge you to downsize.

My Special Guide for CFP Professionals,
"7 Strategic Actions CFPs
Must Take in Tough Economic Times"
directs you to the actions you can do NOW.

In simple terms it lays out exactly what it will take to see you through the tough times ahead. Once you start using it as a guide, it will astound you how logical it all is and how much sense it makes. You may find that the steps are those you want to do, but somehow never got around to doing.

Why Should You Sign Up For This Guide?

The best reason of all is because you want to be a successful financial planner with a booming practice.

"LISTEN TO WHAT DAVE SAYS!"

I have known Dave for quite some time and he has helped me not only as a friend but as a Coach. With David's excellent advice regarding my business, it grew 50% last quarter. Dave's sound advice helped tremendously.

Gray von Aderlung, Glendale, CA

"I Followed His Recommendations!"

My experience with David Sanders has been as a coach in assisting me to acquire a new position in the Financial Planning Industry while relocating at the same time. I followed his recommendations, which resulted in my securing the best position available.

Deborah Bolin, 1031 Exchange Co-ordinator
Austin, TX

The second valuable benefit of taking the time to read this Special Guide:

You can expect to come out with a stronger practice than before the recession hit.

You probably know that the companies who emerged on the other side of the depression dominated the market for decades to come. That could be you this time.

"I CAN'T RECOMMEND HIM HIGHLY ENOUGH"

My efficiency has gone up and my marketing is far more effective thanks to the management and marketing technology used by David Sanders and Creative Business Strategies.

Bruce Weide, Life Agent
Co-host of "Straight Talk Real Estate Radio", KRLA
Monrose, CA
www.taxfreebenefits.com

"David Helped Me to More Than Double My Practice"

I had a very successful Financial Planner practice but wanted more. David Sanders of Creative Business Strategies helped me to more than double my practice volume and profitability in less than a year. Plus I was able to spend far less time in the practice and more time vacationing with my family. I now spend all my working time with my clients, not doing paperwork. This is fun!

Rusty Tweed, Tweed Financial Services, Inc.
www.tweedfinancial.com

Remember, the whole trick is getting in gear and tap into your power reserves (even if you don't think you have any, I assure you, you do). It is time to find out what you are made of and draw on that hidden power.

With my Guide, "7 Strategic Actions CFP Professionals Must Take in Tough Economic Times" --- you can.

So If You Want to Expand Despite It All ...

Creative Business Strategies