Ryan Lee and Brad Gibb have become the #1 Financial Consultants for Business Owners and Entrepreneurs WITHOUT having to leave the comfort of their home offices. Their industry is plagued by red tape and regulations on what you can and cannot say. They have been able create a marketing system that pre-qualifies leads which cuts the typical 3 to 4 appointments down to 1. They reveal what they do in their business and also how they are helping others duplicate their system.

Show Notes

Ryan and Brad met getting out of a rat race in the corporate world
Employee to business owner to investor, a Ryan and Brad tale
Empowering your clients so they can make money instead of making it for them
Ryan and Brad have turned the investment industry on a side that it has never before been
New Opportunity Vs. Improvement offer: Which is your business?
Dave went through the application for Ryan and Brad’s Investment Service
It’s possible to hate selling to people but love marketing, you just need to do what they did first
If you customize your product in a niche enough, you will become the name for that niche
You can help all of your clients more if you automate your systems like Ryan and Brad have done
Ryan and Brad knew that financial advisors weren’t creative enough to make websites, so they found out how to make templates and sell them to their friends and clients in the industry

Quotes:

“The more you know, the more empowered you are.”

“It sounds cheesy and fluffy but it is the truth; because we’ve mixed it with our experience and our unique way of doing everything that we’ve really made this OUR practice and nobody else does it.”

“For us to be able to create a course, deliver a course, and give people websites that function and work that they could take our levels off and put their levels on was phenomenal.”

Links:
AtlasWealthSolutions.com/playbook
AtlasWealthSolutions.com/toolkit
FunnelHackerRadio.com
FunnelHackerRadio.com/freetrial
FunnelHackerRadio.com/dreamcar