WHAT I DO: I work with professional Financial Advisors who want to deliver radically different and better services to affluent Ideal Clients. If you want to be The Only Game in Town, this is the only step-by-step system for consistently exceeding the expectations of affluent Ideal Clients. Also the only program that will guarantee your outcome.WHAT CLIENTS SAY:🗣 “I engaged with Mark a few years ago when my financial advisory business had stalled. Since then, I’ve added 8 new ideal clients that generate over $300k in annual recurring revenue, and my profit margins have doubled. I’ve added an additional $500k in yearly net income as a direct result of Mark’s coaching. Also, Mark’s help with raising my fees will add another $250k in recurring revenue. Mark is excellent at results and always accessible!” – Scott Pearring, CEO, Seek First Financial 🗣 “When I found Mark, my business had stagnated and I had no measurable growth occurring. I’m kind of introverted and didn’t want to charge out into the community to find prospects, and I didn’t know how to talk to leads without coming across as sales-y or having ‘commission breath.’ Mark’s program showed me how to have meaningful conversations and acquire new clients without any of that. Since I started working with Mark, I’ve landed a new client worth $48k in annual recurring revenue and have several more that will be signing on soon.” - Dan Osgood, CEO, DCO Financial Management, Inc. SERVICES I PROVIDE:🤝 1-on-1 and Group Coaching💻 Online Courses, Workbooks, & Step-By-Step TrainingMY STORY: As an introvert who hates cold calling, to the point I was almost fired for refusing to use “pushy” sales tactics, I developed a breakthrough approach to client acquisition and lead generation in the early 2000s that resulted in a 5x of my financial advisory income, cut my hours in half and built a book of business featuring 100 “dream” clients.Today, I coach and train frustrated financial advisors who are tired of outdated and uncomfortable sales tactics and client acquisition methods.BENEFITS MY CLIENTS REALIZE:🚀 Client Acquisition📈 Increased Revenue💲 Optimal Fee Setting🛑 Managing Non-ideal Clients⚖️ Navigating Compliance Management🌟 Launching / Transitioning to Independent Status👥 Building & Leading a Skilled Team 🔄 Succession Planning🤝 Practice Mergers & Acquisitions🏢 Business Operations MasteryAWAY FROM WORK:✝️ Love Jesus🌴 Love My Daughter (who lives in the Caribbean)🥩 Love Being a Carnivore READY TO TALK?Phone: (Text or Call) 858-997-0593Email: Mark@AdvisorPACT.com