upcoming event

PHOenix, AZ, sept 29 - Oct 1, 2021

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  • Upcoming

Galvanize MasterminD

Your time is too valuable for
Missed opportunities

Unprepared meetings and disorganized panic calls are unproductive. Don’t let deals fall through the cracks. Your practice and family deserve more.

YOU'RE NOT AN EXPERT AT EVERYTHING

(nobody is.)

You could learn to be heart surgeon but it could take you 8-12 years to get there.

But who has that much time?

THE PROBLEM IS...

…Your prospects expect you to have all the answers. So what are you going to do? Wouldn’t it be nice to have a team of experts at your service to make you look good?

WE HELP YOU

SAVE TIME AND TAKE BACK CONTROL

AVOID TIME SINKS

Cut down turn around time by having all your resources in one spot.

Run a gratifying practice

Bring the joy of truly helping people back to your practice.

Enjoy Harmonious home life

Have time to nurture the relationships that mean the most to you.

WE GET IT
we understand

There’s never been a platform like this before. Trust me. We looked.  When we couldn’t find it, we created it. 

Endorsed by Van Mueller, ECA Marketing, Tom Hegna, and greeted with rave reviews by top producers across the country, this platform is built for your efficiency and success.  

Concierge For Advisors is value that can’t be found elsewhere. 

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concierge for advisors

how it works

Identify your client’s problem. Gain commitment to solve the problem. Contact your Concierge For Advisors Expert in said discipline. Determine the optimal solution to solve the problem. 

Now, do you want to go into that meeting alone?

What other options do you have?

Unlike anyone else, Concierge For Advisors gives you three unique choices.

ADMIT IT...
THERE'S TIMES THAT YOU'VE SIMPLY FELT OUTMATCHED

There’s times when a client is asking for something that is completely out of your wheelhouse. No matter how hard you try you just won’t stack up to options they have outside of your firm. What a hopeless feeling!

With Concierge For Advisors’ resources, solutions and connections a simple call to your Concierge is all you need. Your call starts a chain reaction. You empower our network to retain the ally you need to win the business for your firm so you get paid.

Being outmatched is a thing of the past.

CHOOSE YOUR PATH

  • We can train you how to do it.
  • We can do it with you.
  • We can do it for you.

COME JOIN US!

GALVANIZE MASTERMIND
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TESTIMONIALS

WHAT our advisors SAY

DOWNLOAD OUR FREE PDF AND SEE THE OPPORTUNITES YOU DIDN'T KNOW YOU

GALVANIZE MASTERMIND