This is the content that started it all. Our members gain access to our digital training platform to help them implement our turnkey process for earning more referrals from their current clients and COI relationships. This system contains more than 20 video tutorials and the corresponding scripts and materials to make implementation simple and fun.

Although Dan began this community specifically to help advisors implement our process, he found that 20 years of coaching the most successful firms provided him with a well-rounded knowledge of business development. This section is full of short videos that will help you develop a better business, maintain happier clients, and grow your business by learning what other advisors around the world are doing. With new video content added each month, you will learn a variety of tips to help you become a more valuable resource to the people you serve.

Don’t just take it from Dan, learn from the actual experts about becoming referrable. Our “That’s What They Said” podcast involves Dan having amazing conversations with the kind of people that we all want to bring value to so we can learn directly from them how they want advisors to interact with them. From very affluent and successful clients to some of the industry’s best CPAs and attorneys, Dan’s podcast will allow you to listen in on his conversations as he explores exactly what these people appreciate most in their relationships with advisors. 

Listening to the podcast will help you learn how to approach affluent clients, CPAs, and attorneys in a way that brings true value so they will see you as the go-to resource for financial advice. Understanding the psychology and behavior of the people you are interacting with is critical to being successful, and this podcast will help you gain the edge over your competitors as you become a much more valuable resource to the people you want to attract.

As a featured speaker at hundreds of conferences around the world, Dan noticed that attendees enjoy and benefit from learning about ideas and best practices that are being used successfully by other advisors. Connecting with a community of like-minded advisors who are willing to share their own experiences and insights can be incredibly valuable, but normally this opportunity is available only through small, infrequent study groups and conferences. 

Our community brings advisors together to share their ideas, concepts, challenges, and successes so they can support one another in this very difficult industry. Do you have knowledge you want to share? Our community is listening. Is there a problem you are trying to solve? Throw it out to the community and let them go to work and save you time and money in solving it. People come to our website for our content but stay for the community.

What would it be like to have direct access to the brain of someone who’s been inside some of the most successful firms around the world to see what works and what doesn’t? As a member of our community, you will be able to ask our founder, Dan Allison, anything you want. And yes, it is Dan personally who responds to each question. Sometimes he will email you with an answer, but don’t be surprised if he sends you a personal video to open up a dialogue that will help you solve your most difficult business development issues. We also take questions that are asked frequently and produce videos answering these questions for the “Random Acts of Value” section of our website. 

Having Dan as your personal resource for all things business development is an invaluable tool that will be available to you as a member of our community.