Want to Have a Reliable Way to Attract
High net-worth Client For your Financial Advisory Practices?

New Book Shows The Fast, Simple, and Reliable Marketing Strategies to Attract and Close, High Net Worth Clients…

Get FREE copy Of "ICEBERG THAT YOU DON'T SEE" 

A book Full of practical marketing strategies for 
Financial Advisor 

While Supplies Last - Limited Time Only...

It isn’t easy for Financial Advisors these days.

Well it was never “EASY,” but with more competition, a shrinking pool of people with a substantial amount of investable assets, discount online brokerage accounts, and the proliferation of financial newsletters, and all the other options the public has these days…

It’s getting tougher and tougher every year to get new clients, keep old clients, and make yourself wealthy as a financial advisor.

However, it is STILL possible.

And in some ways it’s even easier.

But you MUST change with the times…

The age-old business model used for 100 years will no longer build wealth for you!

If you follow in the path of FAs of previous generations - network, rely on referrals, and pass out business cards at parties - you’re destined to leave the business broke, and perhaps broken.

How ironic is it that many FAs successfully manage client’s money but never build any wealth for themselves? Does that idea scare you?

Are you worried that after busting your hind end for clients for years, you’ll end up retiring on a budget? Or worse yet, getting a job as a greeter at WalMart?

I would like to give you the solution...
FREE!

It isn’t easy for Financial Advisors these days.

Well it was never “EASY,” but with more competition, a shrinking pool of people with a substantial amount of investable assets, discount online brokerage accounts, and the proliferation of financial newsletters, and all the other options the public has these days…

It’s getting tougher and tougher every year to get new clients, keep old clients, and make yourself wealthy as a financial advisor.

However, it is STILL possible.

And in some ways it’s even easier.

But you MUST change with the times…

The age-old business model used for 100 years will no longer build wealth for you!

If you follow in the path of FAs of previous generations - network, rely on referrals, and pass out business cards at parties - you’re destined to leave the business broke, and perhaps broken.

How ironic is it that many FAs successfully manage client’s money but never build any wealth for themselves? Does that idea scare you?

Are you worried that after busting your hind end for clients for years, you’ll end up retiring on a budget? Or worse yet, getting a job as a greeter at WalMart?

I would like to give you the solution...FREE!

YOUR ONE ACTION CAN CHANGE YOUR FUTURE.

Everything That you need to be successful with your Business and Increase your Top-Line Revenue is in this Book, and you can Get "ICEBERG THAT YOU DON''T SEE" for free.

Claim Your FREE copy NOW!

YOUR ONE ACTION CAN CHANGE YOUR FUTURE.

Everything That you need to be successful with your Business and Increase your Top-Line Revenue is in this Book, and you can Get "ICEBERG THAT YOU DON''T SEE" for free.

Claim Your FREE copy NOW!

In the Iceberg You Don’t See, you’ll find:

Secrets of Financial Advisor Marketing 
That Firms Don’t Teach

  • Discover how to charge larger fees and have clients cheerfully pay them,
  • Revealed: The ACE Formula of client attraction - attract more compliant wealthier clients
  • ​How to stop being seen as a pushy Financial Advisor, and start being seen as an in demand, desired FA
  • ​Trick to tapping into the “secret desires” of nearly any market – this enables you to precisely target and attract your perfect customer in ANY economy
  • ​Where to find compliant, high net worth clients
  • ​The difference between “ownership mentality” and “employee mentality,” and how it Affects your assets under management
  • ​Discover the 9 “Marketing Myths” that are keeping you broke
  • ​Revealed: the 7 Marketing Obstacles that are keeping you from growing your assets under management
  • ​Find out what REALLY motivates someone to hire you manage their money
  • ​Why your corporate marketing department might be filled with nice people, but they suck at helping you grow your business
  • ​How to become a local “Media Mogul,” then use that status to generate a steady flow of qualified leads
  • ​How to follow in Ken Fischer’s ($97 billion under management) footsteps and create an amazing business for yourself
  • ​How laser-like target marketing can make you rich, and how to do it the right way
  • ​The power of understanding the “Lifetime Value” of your clients.
  • ​​Discover how authority marketing - done right - will have people lined up, throwing their money at you
  • ​​5 specific authority building tactics
  • ​​4 simple and easy steps to writing effective and compliant marketing materials for yourself, even if you’ve never written a word in your life
  • ​​The 1 essential element of any FA practice
  • ​​7 specific tactics to attract high net worth prospects
  • ​The 13 keys to a successful marketing campaign
  • ​Where to find “unique” marketing campaigns that are virtually guaranteed to work
  • ​One easy strategy to books hundreds of radio and TV interviews for yourself
  • ​How to get scores of referrals without begging, pestering, or badgering your clients
  • ​THE 5 reasons FA practices fail, and how you can avoid them
  • ​How to guarantee the success of your FA practice marketing
  • ​My $250,000 (in personal income) AHA moment...it could be yours too
  • ​How to ensure your clients are compliant and respectful, even if they are far wealthier than you
  • ​How the acronyms “TOFU,” “MOFU,” and “BOFU” can change your life and bring you a steady, reliable stream of client
  • ​The 10 stages of your marketing funnel...it doesn’t stop when you sign the new client up
  • ​The correct way to use your website to generate more prospects who are ready, willing, and able to do business with you
  • ​5 distinct ways to generate lead flow online, while building credibility and authority
  • ​How to use data science to add a zero to your yearly bottom line
  • ​An easy and powerful strategy that will help you onboard more clients with less ad spend
  • ​How to use “other people’s clients” to find more prospects for yourself
  • ​Plus a lot more..

In the Iceberg You Don’t See, you’ll find:

Secrets of Financial Advisor Marketing 
That Firms Don’t Teach

  • Discover how to charge larger fees and have clients cheerfully pay them,
  • Revealed: The ACE Formula of client attraction - attract more compliant wealthier clients
  • ​How to stop being seen as a pushy Financial Advisor, and start being seen as an in demand, desired FA
  • ​Trick to tapping into the “secret desires” of nearly any market – this enables you to precisely target and attract your perfect customer in ANY economy
  • ​Where to find compliant, high net worth clients
  • ​The difference between “ownership mentality” and “employee mentality,” and how it Affects your assets under management
  • ​Discover the 9 “Marketing Myths” that are keeping you broke
  • ​Revealed: the 7 Marketing Obstacles that are keeping you from growing your assets under management
  • ​Find out what REALLY motivates someone to hire you manage their money
  • ​Why your corporate marketing department might be filled with nice people, but they suck at helping you grow your business
  • ​How to become a local “Media Mogul,” then use that status to generate a steady flow of qualified leads
  • ​How to follow in Ken Fischer’s ($97 billion under management) footsteps and create an amazing business for yourself
  • ​How laser-like target marketing can make you rich, and how to do it the right way
  • ​The power of understanding the “Lifetime Value” of your clients.
  • ​​Discover how authority marketing - done right - will have people lined up, throwing their money at you
  • ​​5 specific authority building tactics
  • ​​4 simple and easy steps to writing effective and compliant marketing materials for yourself, even if you’ve never written a word in your life
  • ​​The 1 essential element of any FA practice
  • ​​7 specific tactics to attract high net worth prospects
  • ​The 13 keys to a successful marketing campaign
  • ​Where to find “unique” marketing campaigns that are virtually guaranteed to work
  • ​One easy strategy to books hundreds of radio and TV interviews for yourself
  • ​How to get scores of referrals without begging, pestering, or badgering your clients
  • ​THE 5 reasons FA practices fail, and how you can avoid them
  • ​How to guarantee the success of your FA practice marketing
  • ​My $250,000 (in personal income) AHA moment...it could be yours too
  • ​How to ensure your clients are compliant and respectful, even if they are far wealthier than you
  • ​How the acronyms “TOFU,” “MOFU,” and “BOFU” can change your life and bring you a steady, reliable stream of client
  • ​The 10 stages of your marketing funnel...it doesn’t stop when you sign the new client up
  • ​The correct way to use your website to generate more prospects who are ready, willing, and able to do business with you
  • ​5 distinct ways to generate lead flow online, while building credibility and authority
  • ​How to use data science to add a zero to your yearly bottom line
  • ​An easy and powerful strategy that will help you onboard more clients with less ad spend
  • ​How to use “other people’s clients” to find more prospects for yourself
  • ​Plus a lot more..

Hi, my name is Rodger Friedman.

My co-author Parthiv Shah and I will reveal the marketing strategies I have used to exponentially build my business over the last 6 years in our new book, “The Iceberg You Don’t See.”

After 29 years in the business I had a successful Financial Advisory business, but in many ways we were treading water. 

Then, in 2013, a chance discovery opened my eyes to a world I didn’t previously know existed…

And everything changed.

Now I want to help you do what I have done...and much more.  

Find out The Secrets of Financial Advisor Marketing
That Firms Don’t Teach

Claim Your FREE copy NOW!

Hi, my name is Rodger Friedman.

My co-author Parthiv Shah and I will reveal the marketing strategies I have used to exponentially build my business over the last 6 years in our new book, “The Iceberg You Don’t See.”

After 29 years in the business I had a successful Financial Advisory business, but in many ways we were treading water. 

Then, in 2013, a chance discovery opened my eyes to a world I didn’t previously know existed…

And everything changed.

Now I want to help you do what I have done...and much more.  

Find out The Secrets of Financial Advisor Marketing
That Firms Don’t Teach

Claim Your FREE copy NOW!

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