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Memberships

Client Acquisition Academy

Public • 281 • Free

Client Acquisition Mastermind

Public • 12 • $499/m

2 contributions to Client Acquisition Academy
CAA Premium starts this week - details below 👇
Hey everyone, I can't even begin to tell you how excited I am. Something big is about to happen! We have carefully chosen an elite group of financial advisors. Each advisor bringing their unique experiences, insights, and unstoppable drive. Together, we’re going to tackle challenges, break through limits, and support each other in reaching levels we’ve only dreamed about. This mastermind is more than just sharing ideas. It’s about creating a unique community of high achievers, united by a commitment to push ourselves and each other. Imagine what can happen when we combine our strengths, challenge our weaknesses, and build each other up. This is our chance to gain clarity, uncover opportunities, share ideas that are already working, and hit goals faster than ever. Our first initial group is full as everyone has been hand picked based on asset size and income qualifications. If levelling up in a BIG way is important to you, let me know in the comment section and I will let you know when the next group can join in December. P.S. The value from the very beginning will be in the tens of thousands of dollars!!!
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New comment 6d ago
CAA Premium starts this week - details below 👇
1 like • 14d
Looking forward to the kick-off!
Personal Introduction
My name is Ermos. I began as an advisor in May of 2000. Just in time to witness the tech bubble burst and markets drop 50%. I built a thriving practice. At its peak, I had 432 clients (250 HH's) In 2004, I began to mentor other advisors and that's when I realised my true passion. Over the years I've spent (and continue to spend) over $200,000 on coaching, courses, books, conferences etc to better myself and the advisors I mentor. Client Acquisition Academy is the next step in my mission to help 10,000 advisors and by extension 1 million clients. I have 2 amazing daughters that I love dearly and a new puppy that has captured our hearts. WELCOME everyone. We rise together.
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New comment Mar 22
1 like • Mar 21
My name is George. I joined the industry in 2008 after having success in other walks of life. I got in to make money, but I stayed in to help people. I have always made the best decisions in my career, but not before exhausting every other option. In other words, over the years, I have made every single mistake possible! My biography will surely be titled "Fail Your Way to Success," but I will have still succeeded tremendously because I am simply too stupid to know when to give up. I am honoured to have been an early member of the Client Acquisition Academy, and I look forward to playing an active role where at all possible. Family is by far the most important thing in my life. I have a "modern family." My wife is from the Philippines and has four grown kids, 2 grandkids, and another on the way. I have a 10-year-old daughter whose mom is from Colombia, and we co-parent. I also have a 24-year-old son and a 26-year-old daughter from my first marriage. Thankfully, every single one of our offspring is very successful in anything they undertake to do, and that is testament to the winning philosophy with which we live our daily lives: Never Give Up.
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George Biggar
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3points to level up
@george-biggar-8630
I am laser-focused on helping Canadian families achieve their financial goals. Senior Financial Advisor at Aligned Capital Partners.

Active 16h ago
Joined Feb 28, 2024
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