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Ready to Transform Your sales & Marketing results?
I Do My Best Work With Growth-Oriented Advisory Firms:
Established Practices Focused on Growth Advisors who have built successful practices and are ready to invest in systematic growth.
Marketing-Active Firms Teams actively generating prospects through seminars, referrals, and lead-gen activities (and want better results).
Results-Driven Decision Makers Advisors who value data over guesswork and want marketing as sophisticated as their financial planning.
HOW WE WORK TOGETHER
Step 1: 15-Minute Intro Call
We'll have a quick conversation walking through your goals and where you're stuck. If it looks like my expertise matches your needs, we'll schedule a second call to dive deeper. No jargon, no pressure—just a straightforward conversation about your marketing challenges and potential solutions.
Step 2: Let’s Go Deeper
If it makes sense to continue the conversation, I’ll ask you some follow-up questions to dive deeper into your situation and prepare for our next call.
Step 3: Detailed Proposal & Game Plan
If there's a good fit, I'll present specific recommendations for transforming your sales & marketing, including exactly how the Client Hero Method would work for your situation. We'll discuss timeline, investment, and outcomes so you have everything you need to make an informed decision. You'll know exactly what you're getting and what it costs before moving forward.
No pressure, no hard sell. Finding the right marketing partner is a big decision - we both want to get it right.
Common Questions About Getting StarteD
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The Client Hero Method works best as a complete system, but I do take on smaller projects when I have availability.
Most advisors see the biggest ROI when we complete at least the first three phases together. That's where marketing and sales alignment creates dramatic conversion improvements.
We'll discuss what makes sense for your situation during our initial conversation.
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You need fewer than you think—just 5-7 ideal clients you'd want to clone.
What matters more than quantity:
You have clients you'd consider "ideal"
Ideally, some joined you in the last 12-18 months
Your clients like you and would be willing to help
If you're earlier in your practice, we can discuss alternatives during your strategy session.
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About 10-15 hours total over 3-5 months. I handle the heavy lifting.
Your time breakdown:
1-3 hours for research phase (calls + sending requests)
2-3 hours reviewing messaging and positioning
4-6 hours approving sequences, recording videos, final reviews
Most of your "work" is reviewing and approving what I create, not doing it yourself.
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Most of my clients are solo advisors or small teams.
I handle: Strategy, research, all content creation
You handle: Sending emails, recording simple videos, basic implementation
You might need help with: CRM setup, website updates, compliance review (but many advisors already have vendors for these)
If you don't, I can recommend resources or we'll find simpler approaches that don't require additional team.
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When advisors move from guesswork to client intelligence:
Seminar booking rates often double (30-40% → 60-75%)
"I'll think about it" responses drop significantly
Sales cycles compress 25-30%
Close rates improve as messaging and process align
Less time wasted with unqualified prospects
Specific results depend on your starting point, but most advisors see measurable improvements within 90 days.
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30-60 days: If you're running seminars/events, you'll see improvements as soon as we implement better sequences
60-90 days: Most advisors see meaningful results as we complete the first three phases
3-6 months: Full method shows compounding results as systems work together
Investment recovery: If this helps you close 1-2 additional ideal clients, it typically pays for itself. Most advisors see multiple times ROI within the first year.
We'll project realistic outcomes based on your specific numbers during the strategy session.
Ready to discuss your specific situation?
READY TO GET STARTED?
Let's discuss how the Client Hero Method can transform your marketing into a systematic client acquisition engine.