Learn how Clients Blackbox’s approach targets high-intent clients ready to book appointments

In the dynamic world of holistic financial advising, setting ambitious yet achievable goals is key to success. Based on his extensive experience, Alex Khassa from clientsblackbox.com advocates for a minimum target of $30 million a year in new assets, with half allocated to Fixed Index Annuities (FIA) and the other half to Asset Under Management (AUM). In this post, we delve into the rationale behind this target and why it should be the minimum standard for holistic advisors.

The $30 Million Minimum Standard:
Alex Khassa emphasizes that the $30 million target is not just a number plucked from thin air. Instead, it reflects the potential for growth and success if holistic advisors engage in the right activities. Achieving this standard is entirely feasible, provided advisors are diligent and strategic in their approach.

Talking to the Right Prospects:
Alex points out that if advisors find themselves falling short of the $30 million benchmark, it’s likely due to insufficient engagement with the right prospects. Success in the financial advisory realm is, in essence, a numbers game. By dedicating enough time to conversations with individuals possessing substantial assets, advisors increase their chances of reaching and surpassing their target.

Alex Khassa from Clients Blackbox:
The insights shared by Alex Khassa stem from his role at clientsblackbox.com, a platform dedicated to providing valuable resources and strategies for financial advisors. Khassa’s experience and expertise make him a reliable source of guidance in the ever-evolving landscape of financial advising.

Calling CEOs of RAIA with Five Plus Advisors:
For CEOs of Registered Investment Advisor Associations (RAIA) managing five or more advisors, Khassa extends an invitation to explore the benefits of clientsblackbox.com‘s virtual marketing program. This program, known for its ultra profitable results, is tailored to suit specific business models and team dynamics. Interested CEOs can book a call at clientblackbox.com to discuss how this virtual marketing program can elevate their business to new heights.

In the competitive world of holistic financial advising, setting and achieving substantial goals is paramount. Alex Khassa’s recommendation of a minimum $30 million a year in new assets serves as a benchmark for success. By focusing on the right activities and engaging with the appropriate prospects, holistic advisors can not only meet but exceed this target. CEOs of RAIA with five or more advisors are encouraged to explore the possibilities offered by clientsblackbox.com‘s virtual marketing program to optimize their business strategies. Book a call at clientblackbox.com and pave the way for a successful and prosperous financial advising journey.

Alex Khassa

Alex Khassa

Alex Khassa is a marketing consultant for financial advisors, partnering with RIAs (2-30 advisors) to 3x their FIA production fast w/ better ROI & 10x less effort... without webinars, seminars or buying more leads.


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