Financial advisors and estate planners learn what it takes to create a thriving business in today’s hyper-competitive world from Scott Keffer, business coach, speaker, and best-selling author in the new book, “Double Your Affluent Clients 47 FAST TIPS!: You Can Have Greater Success With Affluent, High Net Worth Clients!,” which recently hit No.1 on two Amazon Best Seller lists.
The keys to business success for financial advisors and estate planners have changed in today’s hyper-competitive marketplace.
Scott Keffer, a best-selling author, speaker, and business coach, recently reached No. 1 on two Amazon Best Seller Lists sharing those keys in his new book Double Your Affluent Clients 47 FAST TIPS!: You Can Have Greater Success With Affluent, High Net Worth Clients!
According to the U.S. Labor Department, there are over 900,000 financial advisors and their number is growing at 10 times the inflation rate. Add to that, competition from banks, CPA firms and online wealth management options, and yesterday’s admonition to just focus on ‘doing good work for your clients and your business will grow.’ That is a myth that is actually keeping many advisors from growing their business. The result of the mushrooming competition is that the cost of acquiring new clients has tripled in the last fifteen years, according to recent reports.
In the best-selling book, Keffer discusses what a business will be like with more ‘love-to-work-with-you’ affluent clients. More money, more time off… and more joy. This book distills years of real world experience into 47 TIPs (Tools, Insights and Principles), along with fast action strategies for the reader.
Michael J. O’Donnel, Past President of The Forum 400, an international association of top financial advisors who must qualify to be members, praises the book, saying, “If you are an advisor seeking to be successful with affluent clients, Scott’s book is jam-packed with great money-making content and inspiration as well. I highly recommend it!”
Based on Keffer’s 30 years of experience as an elite advisor himself and one of the highest paid coaches in North America, he has shown that a business that creates a steady stream of “right fit” clients will allow an advisor to make more money by working fewer hours, which results in more time and energy for their family, personal life and passions.
“You invest money, time and energy in your business and you should hold your business accountable. It should return to you more than just a good income. A lifestyle-friendly business should provide you with three things: more money, more time freedom and more energy, so that you can have a bigger and bigger impact on your family, friends, clients and the causes you care about deeply,” says Keffer.
He continues, “Without those three, you can’t have the impact you’ve been put on the planet to have. Your business should be the platform that allows you to carry out that impact. Sadly, most advisors are not experiencing freedom. Instead, they are feeling handcuffed to their business.”
Keffer draws the tips from ongoing research, interviews of successful advisors and his own experience building a business from scratch that served affluent clients. He designed the book to be a “reader’s digest” version of his popular Double Your Affluent Client® Boot Camp, a three day comprehensive training for advisors who want to experience a breakthrough in their business.
Simon “Stuffy” Singer, a veteran advisor and Past President of The Forum 400, shares his thoughts, “In all the almost 50 years I’ve been in this business, there has never been a process like this for marketing and positioning myself as an expert advisor.”
Since 2010, advisors from the United States, Canada and Australia have gathered twice a year to learn Keffer’s 7X Advisor Model® for transforming their financial and estate planning practice into a thriving and profitable business. Keffer has a passion for showing financial planners, estate planners and other business owners how to experience break through growth by creating a “business you can love with clients you love.”
“My revenue grew 45% and I almost didn’t come to Scott’s Boot Camp. Plus, it saves me two weeks. It gives me and my team the best practices in marketing, practice management, sales strategies, mental disciplines, social media, and more,” reports Sharon Duncan, CFP, AIF, MBA from Friendswood, Texas.
The book is designed to be read through in one sitting, what Keffer calls an “airplane book.” As well, the TIPs are intended to be revisited regularly to gain ideas for instant action, as well as a source of inspiration when running a business is discouraging.
Double Your Affluent Clients 47 FAST TIPS!: You Can Have Greater Success With Affluent, High Net Worth Clients! is currently available in the Amazon Kindle store at http://www.amazon.com/Double-Your-Affluent-Clients-FAST-ebook/dp/B00OKJSCUC/
More About Scott Keffer
As one of the highest paid coaches in North America, Scott shows financial advisors, estate planners and other business owners how to solve their biggest problems, which include how to predictably and profitable attract a steady stream of qualified clients and create a freedom business that runs better when they are not there, so that they can take home more income, take off more time and have a bigger impact on their family, friends, clients and causes they care about deeply. He believes that every single person has been put on this earth to live a life of BIG Impact.
As a Continuing Education Instructor, Scott has instructed thousands of attorneys, accountants and other financial advisors at universities, tax conferences, national accounting firms, Estate Planning Councils, and Bar Associations. His 30 plus professional articles have appeared in Physician’s News Digest, Resort Living, National Underwriter, and Dynamic Business.
Scott has been profiled in a number of books and publications, including Research magazine, Creative Destruction and two of Strategic Coach founder, Dan Sullivan’s books: The Advisor Century and Unique Process Advisors.
Scott is a warm communicator with a passion for helping people transform their futures. He lives in Pittsburgh, Pennsylvania with his wife, Beth, and their chocolate Lab Max, and they enjoy walking, reading, and spending time with their grown children, Josh and his wife Andrea, and Anni.
For additional resources, visit www.scottkeffer.com or www.doubleyouraffluentclients.com
