Once we’ve decided to work together, we’ll send you our Elite Advisor Performance Plan. It’s a comprehensive guide to help you create the business of your dreams — by starting with the current condition of your business. Using your results, Matt will not only guide you to determine which areas of your practice are in top working order but also identify any performance gaps in your business, decipher your key metrics and help you develop a complete marketing plan. It’s a data-driven approach to marketing based on your own experience and that of other top professionals in the industry.

Matt will also help you discover “Your Focus Three” — the top three business aspects to focus on first. We’ve consistently observed that the financial professionals who experience the most growth stay focused on a limited number of improvements, avoiding the paralysis that often comes from aiming for too much change, too quickly.