On my most recent program, 8 advisors added an average of $11 million AUM in 10 weeks.
Jeff has developed a thoughtful and well-tested process for communicating with current and potential clients. The goal is to help clients surface their key issues, so that advisors can focus on solutions that best meet their clients' needs.
Great call. Very helpful. Jeff is laser focused on how he can help advisors.
Just wrapped up a call with Jeff. I have to say I was very impressed by his ability to not only ask the right questions but truly understand the root of the answers. Couple that with his precise ability to identify the key drivers/ metrics to leverage the opportunities that exist in my practice.
Its refreshing to talk to a results oriented mentor, vs the traditional "industry gurus" who rarely have anything practical to say or tangible to implement.
Its worth your time to connect with Jeff.
Jeff is knowledgeable about the services he provides. He also does well at challenging your mindset and helping you see topics from a different prospective leading to though provoking ideas to help you achieve your business goals.
Time well spent! Thanx Jeff.....looking forward to reading your book.
Jeff Belkora gave me feedback on my existing discovery technique. We then discussed how I might approach a large prospect. The large prospect enrolled, along with several family members, in part thanks to Jeff's guidance.
Good call today - I got insight into building a shorter version of our secret sauce to attract prospects. In addition, Jeff demonstrated a lower cost marketing strategy and provided visuals so I could see how it works.