A $10M prospect makes decisions differently than a $500k prospect. Most advisors use the same process for both, and that's where big households slip away without anyone noticing.
In this live, ticketed Masterclass, I'll show you the exact process I used to close 7- and 8-figure households in a single conversation, and how I got paid for planning before managing a dime.
You'll walk away with:
The complete one-meeting close framework
The scripting I used to consistently land $20M households
A better way to lead both spouses to a confident decision
Language that builds urgency without pressure
How to position yourself as more than "just" an advisor
This is the formula that's helped our students grow their AUM and NNA more than double the industry average. If you're ready to move upmarket and feel confident in front of $5M+ prospects, this is the room you need to be in.
