Turnkey Solutions for Attracting Successful Business Owner Clients for Financial Advisors...
Secrets of Attracting Successful Business Owner Clients Revealed...
Five key strategies to grow your assets under management even faster. Insider secrets of the top financial advisors.
Help you form strategic alliances with other professionals to tap into new sources of qualified business owner clients (something that ties perfectly into the wealth advisor strategies in Chapter 7 of the book).
Uniquely position you as the advisor who addresses the full range of clients’ needs.
Now you can get our breakthrough Becoming Seriously Wealthy ebook PLUS our bonus online Five Day Fast Track program (worth over $500) to attract even more of the right business owners clients for only ...
How to Harness the Strategies of the Super Rich and Ultra-Wealthy Business Owners
Once you help your successful business owner clients unlock and implement the little-known, seldom-used personal wealth-building strategies of the Super Rich revealed in this book, you can elevate your practice to incredible new levels!
Now Available for Immediate Access!
THE FIVE DAY FAST TRACK
Double Your Business Owner Acquisition in Just Five Days
In just ten minutes a day for five days, you’ll discover real-world strategies that - when implemented - can double your wealthy business owner client acquisition in a short period of time.
The exclusive five-part training and all the videos, worksheets and action plans will be yours at no additional cost when you buy Becoming Seriously Wealthy for $1.99. Simply use the secret code in Chapter 3 in the book to access your private training dashboard.
So don't miss it!
About the Authors
Russ Alan Prince is one of the leading authorities in the private wealth industry. He regularly consults with the Super Rich, family offices and select professionals. Prince is executive director of Private Wealth magazine, is executive director of the Family Office Association Institute and writes the Serious Money column on Forbes.com. He has authored or co-authored more than 50 books, including The High-Functioning Single-Family Office: A Primer for Family Members and Senior Management.
Russ Alan Prince Industry Leader and Author R.A. Prince & Associates, Inc.
John Bowen is the founder and CEO of CEG Worldwide, the world’s leading coaching firm for financial advisors. For more than 15 years, Bowen and his team have had the privilege of coaching elite financial advisors on new ways to deliver groundbreaking wealth management solutions to their clients. Previously, he worked directly with affluent clients as a financial advisor for 26 years, managing up to $2 billion in assets. Bowen is a widely-recognized leader in the financial services industry. He writes a highly acclaimed monthly column for Financial Planning and a weekly column for entrepreneurs for the Huffington Post. He has also authored or co-authored more than 20 books.
John J. Bowen Jr. CEO and Founder CEG Worldwide, LLC
A Note from John Bowen and Russ Alan Prince
In the pages of Becoming Seriously Wealthy, we describe little-known secrets and strategies of the Super Rich (folks worth $500 million
or more) that have never been taught anywhere else to financial advisors.
Do you think this powerful information would interest your
business owner and entrepreneur clients—both present and future?
You bet it would. And that could lead to substantial new
AUM for you.
Here are just a few of the exciting strategies revealed in
this groundbreaking new book:
Four key strategies to
protect—and grow—your clients’ wealth
. Insider secrets of the Super Rich revealed.
Are your clients paying
too much in taxes?
Here’s how to find out ... and what to do about it.
How to make your
clients’ children tax-free multimillionaires.
Don’t worry: This strategy is totally
legal and IRS-approved.
Protect your clients’
hard-earned money from frivolous lawsuits.
This tactic was once reserved for the
ultra-wealthy. But it may work for your clients, too.
Two types of financial
advisors that your clients must avoid
... and how to find the right advisors for
And much more ...
This book may be just what you need in order to have your
best year ever as a financial advisor. And now you can instantly download an
electronic version of the book for just …
I know the information contained in the book and in your
bonus Five Day Fast Track program
will take your business to exciting new levels when you implement!
Best of success,
John Bowen and Russ Alan Prince
Here's What Your Fellow Advisors are Saying
"This book gives business owners access to some of the most effective and foremost wealth-building strategies out there."
Anthony Glomski Principal & Founder AG Asset Advisory
"Many business owners are unaware of some unique tools and strategies they can implement to help them build tremendous personal wealth. This book changes all that.”
Michael Gold Senior Private Client Advisor Gerstein Fisher
“Listen, it’s impossible to be an expert in everything. No one person can know it all. The right team brings strategies and ideas to business owners and entrepreneurs to help them achieve all that is important to them. The right team works in collaboration with the business owner.
Successful people often want more success. But it’s not out of selfish reasons.
Reading this book will enable those who have already achieved great things to continue to grow and move forward. Reading this book will give you, as a business owner, entrepreneur, or successful dentist a framework for making solid financial choices."
Timothy J. McNeely Certified Financial Planner Professional CEO - The LifeStone Companies