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Client Acquisition Academy
Public • 280 • Free
PreciseFP User Community
Private • 114 • Free
Client Acquisition Mastermind
Public • 12 • $499/m
6 contributions to Client Acquisition Mastermind
1 like • 3h
@George Biggar This would be for my Planswell leads that have been built up over time, I have over 2,000 planswell leads LOL
3d ago in
Software/System
What are the two biggest software/systems that everyone uses in their practice?
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New comment 2d ago
3d ago in
Happy Monday everyone - check out what's new!
We have been very busy this weekend. Check out the "Classroom" section. Free books worth over $100 + 10 tips videos to help with sales + our first advisor contributor. Thank you @George Biggar for being my guest. The video is already up and I will be uploading his resources throughout the day. George, you were AWESOME! Don't forget to add the "Cold to Gold" sessions into your calendar. First session is this Wednesday. There is SOOOOOOO much more value coming. Stay tuned!
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New comment 3d ago
2 likes • 3d
Your next 5 moves is an absolute must read.
2 likes • 3d
Could you also do a Recommended book list? I prefer the old fashion way of reading by the nightlight XD
6d ago in
Garrett's Highlights
- Have the initial meeting go through a plan - Estate Planning - Seminars - Having an assistant make the calls (used Andy to help book the calls) does an annual bonus with the assistant and pays her hourly - GE20 my Referral code for Wealthfeed (20% off indefinitely)
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New comment 4d ago
1 like • 4d
@Brooks Lindblad Awesome! Glad to hear it. Happy to go over how we utilize it
6d ago in
2025 Goals - Put them in here 👇
Goals can be business only or business and personal
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New comment 13h ago
4 likes • 6d
Garretts 2025 Goal Firm Rev: 2M (4 advisors) Personal Rev: 750k
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Active 3h ago
Joined Nov 20, 2024
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