In the fast-paced world of business, efficiency is often the key to success. The traditional model of having a team dedicated to booking appointments for advisors has its merits, but what if there was a way to accelerate the process, increase lead flow, and allow advisors to scale without the

We let qualified prospects go through an educational video. It’s a very short 10 minutes and we have them book a meeting with the advisor themselves. They go to the advisor’s calendar; they pick a date in the time with qualifying questions and if they qualify, they get the advisor’s

So, how can you build a team and retain the right kind of talent in your company? And most importantly, how do you hold people accountable in a way that is not threatening, the way that is transparent and the way that people like? You want to have two kinds

In the vast realm of business literature, two books stand out as a formidable duo for anyone seeking a comprehensive guide to not just managing a business but also fostering leadership excellence. Let’s delve into the power of “Traction” and “Developing the Leaders Around You” by John Maxwell. 1. Traction:

Embarking on the journey of building and leading a team is a thrilling but complex endeavor. In this video, I’ll unravel the secrets behind building a robust team, retaining top talent, and holding individuals accountable in a manner that fosters growth rather than intimidation. Building Your Team:Building a team starts

The number one book I suggest you read is Traction. It’s more about management and how to operate the business. The second book is Developing The Leaders Around You by John Maxwell. That’s more of a leadership book. It goes into more of the qualitative areas, how to have conversation

Every dime I used to make I’d dump it into education. Now, at Clients BlackBox, we’re looking at extending into other areas. For example, how can we educate people on areas of their life to help everybody become more efficient and more effective in every single area of their life.

There’s effort and there’s outcome, and you want to have a KPI for each, a key performance indicator. It’s an indicator that shows you how somebody’s performing, and it’s a relevant, it’s a very important key number. The first mistake that most new leaders make, and I used to make

In the intricate dance of collaboration, there’s a potent mindset that distinguishes exceptional teams: the commitment to making each other successful. It’s a simple yet transformative approach that not only fosters camaraderie but propels the entire team toward shared victories. Mutual Success: The Winning Mindset: The cornerstone of a successful

In the realm of education, the power to transform lives is boundless. At our core, we’ve always been passionate about education, a force that goes beyond financial strategies. While our current focus involves empowering individuals with better retirement planning, we believe in expanding our horizons to educate people in various

In the dynamic landscape of leadership, one guiding principle reigns supreme: what gets measured gets mastered. Key Performance Indicators (KPIs) serve as the compass, steering teams toward success, and every effort and outcome deserves its own. Defining KPIs: For those unfamiliar, a KPI, or Key Performance Indicator, is more than

In the dynamic world of marketing, success is often measured by tangible outcomes, and behind every successful strategy lies a set of meticulously crafted Key Performance Indicators (KPIs). These are the compass that guides the efforts of every team member, ensuring accountability and fostering a culture of continuous improvement. Diverse

Watch this video to learn how to master video production for your ads, reading an exceptional script through the final cut.

In the fast-paced world of financial advisor marketing, the key to success often lies in effective communication. One game-changing approach gaining traction is providing video scripts to clients, empowering them to convey their message seamlessly while ensuring a professional and consumer-friendly appearance. The Workflow: Empowering Clients with Video Scripts At

Ever had a moment where you thought, “What the hell, let’s give it a shot?” That’s exactly the sentiment I had at the end of our first conversation, and little did I know, it would turn out to be one of the best calls I ever made. Recalling those initial

Tired of the exhaustive grind for qualified appointments? Ready to cut through the noise and get straight to what matters – booked appointments that fuel your business growth? Clients Blackbox is here to revolutionize your approach, leaving behind the hustle and introducing efficiency like never before. Skipping the Hard Work,

We do this through Facebook ads, through a 10-minute PowerPoint, and through Calendly. So, our system is 3 parts, number one is hyper targeted video, Facebook ads. We target 55+ year old’s, who are looking for financial advisors, retirement planning, annuities etc., on Facebook and Instagram. We show them a

Are you tired of the construct and destroy cycle of hosting seminars, conducting webinars, and buying leads, all just to secure a handful of qualified booked appointments? What if we told you there’s a way to cut through the noise and get straight to what you really want – qualified

From the 60 people you’ll speak to you will probably close about 10. You’re going to write approximately $3 million of fixed index annuity premium from that $20k on the ad spend which is really about $200,000 a month of commissions. So, you can see how this can scale out

Title: “Revolutionize Your Client Acquisition: A Three-Part System for Financial Advisors” Are you tired of conventional methods that drain your resources without delivering the results you desire? Say goodbye to the old ways and embrace a three-part system that leverages the power of video, Facebook ads, and a dynamic 10-minute