respected AUTHORITY
upcoming event
PHOenix, AZ, sept 29 - Oct 1, 2021
Days
Hours
Minutes
Seconds
-
Upcoming
Galvanize MasterminD
Your time is too valuable for
Missed opportunities
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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Product Sponsors
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Different Products
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Experts
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.
1. Train you how to do it
So you can confidently go in alone.
2. do it with you
Bring your expert to the sales table.
3. do it for you
Outsource it to an expert and still get paid.
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.
TESTIMONIALS
WHAT our advisors SAY
"After Galvanize I closed my first case within 2 weeks for a $100,000 annual premium. I've never sold a case so large, and can't believe how easy it was. Without Galvanize, there would have been no way the client would have committed so much to the solutions."
Todd C.
Financila Advisor
"The solutions I learned at Galvanize allowed me to literally create cases out of thin air within my book of business. Now, the cases I have made have me on my way to well over $100,000 in commissions within 90 days, and it's not going to slow down."
Mike G.
Financial Advisor
"I didn't realize the gold mine I was sitting on within my existing book of business. I've gone 2 for 2 on my appointments and the sales have accounted for over $90,000 of commission from my existing clients."
Mark Tatum
Financial Advisor
Todd C.
Financila Advisor
Mike G.
Financial Advisor
Mark Tatum
Financial Advisor
DOWNLOAD OUR FREE PDF AND SEE THE OPPORTUNITES YOU DIDN'T KNOW YOU
GALVANIZE MASTERMIND













