Limited Time Free Training 

3 Steps for Your Ideal Client to Start Calling You with Online Automation - Free Up Your Time, Make More Money

FINANCIAL ADVISORS & PLANNERS: Repeatedly enroll new clients every month into your financial offerings by tapping into the power of the online world, create your unique marketing system, and scale your business to new heights.


Tuesday October 27th  

(If you can't watch now just get registered - replay will be emailed!) 

at 11:00 AM Pacific, 2:00 PM Eastern


Margie Shard, CFP®

Business Scaling & Sales Funnel Strategist

  • Investment News 40 Under 40 (2015)
  • Peak Advisor Practice of the Year (2015)
  • Created Several 6 & 7 Figure Businesses Online 
  • Coached Hundreds of Entrepreneurs
  • Best Selling Financial Author
  • International Speaker
  • Results Driven Process & Systems
  • 16 Years Experience in the Financial Industry Advising and Planning
  • Founder of a 7-Figure Firm

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Here's a glimpse of what you'll learn: ...

  •  The 3 steps you need to generate QUALIFIED leads online through automation so you can repeatedly enroll new clients into your financial services - on rinse and repeat.
  • Learn how to quickly establish yourself online as the expert in your niche.
  • What my system for a constant stream of qualified leads looks like – do the work once and put it on autopilot. 
  • How you can dive into a proven, profitable system: I tear down the exact automated system I built that has my ideal client reaching out to me every day ... even while I sleep.  
  •  I share with you my entire process which allows you to eliminate the frustration and stress of the out dated methods being taught in the financial industry on how to generate qualified leads. 
  • Separate yourself from your competition. Stand out without the hustle!  

 Grab your favorite drink and find a cozy spot to watch!  

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  Tuesday, October 27 at 2:00 PM (Eastern)

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