Making money can be tricky sometimes and more than that saving and investing is. People want to invest their money in the place where they can get a high return with low risk and for this, they hire the services of a financial advisor. The role of a financial advisor is to guide his clients to the right areas of investing their money from where they can get good returns. But sometimes financial advisors are not able to provide their service up to the mark because of lack of knowledge, obsolete investing techniques, and improper management.
I, Brad Johnson am a financial advisor and consultant to world class financial advisors. I and my team’s job is to provide effective and efficient advice to the financial advisors who lack in the field of financial advising and planning. I mainly focus on the techniques of the financial advisors and guide them to the pathway of achieving great heights in financial advising.
I grew up in a small town of Minneapolis and being middle-class, money wasn’t easy to come by. You have to work very hard to earn money. One more principle I have been following since my childhood is that you must always treat others the way you want yourself to be treated. So, being a financial advisor I always treat my clients in the most generous ways possible. I and my team always welcome the problems faced by the clients and try to resolve them at the drop of the hat!
I have provided a simple 4-step gateway for those who want to render my services. I assure you that we provide the best-in-class advice and our services are unparallel to any other of our kind. The steps are as follows:
1- Application form: You need to fill out an application form online at our website to get yourself registered by providing some details.
2- Scheduled Meeting: After the registration, I and my team will schedule a meeting with you to understand the roadblocks you are facing and will also inquire about your practice and future goals.
3- The Elite Advisor Blueprint: A strategy session is held to design your ideal practice and prioritize your action items. This is done by creating The Elite Advisor Blueprint which is the trademark of our company. This covers all the aspects including; the reason behind “why”, optimizing your calendar, protecting your time, maximizing your action items etc.
4- 12 Month Plan: The final step in the process is where I, after planning and discussing with my team, will create a 12-month roadmap for your success.
The above procedure will help you attain your financial goals just like that! I and my team hit the on the head in your service to help you resurge. Our company works on the philosophy that “It’s very difficult to outperform the core group of associations you surround yourself with and this is what truly differentiates Advisors Excel. The simple formula of focusing on the biggest and brightest financial advisors in the country and facilitating the ease of how ideas are shared among them has led to results we could never have imagined.”
So, join hands with us to enhance your business and grow as a financial advisor.