Programs, Coaching & Events To Attract
More Affluent Clients and Build Your Dream Practice
So You Can Have More Time, Energy & Money To Create
The Impact and Life You Desire
With Scott’s system and coaching, we grew our firm revenue to over $1,000,000 in just my 5th year in the business.
Barry Spencer
Financial Planner, Alpharetta, Georgia
When we met Scott, we were doing a little under a million dollars of revenue. We recently broke $2,500,000 in firm revenue. And, I went from working 70-hours a week, to spending 45% of the year out of the office! Not only is Scott brilliant, he is a man of integrity.”
Sharon Duncan, CFP
Friendswood, Texas
If You’re a Veteran Financial Advisor Dreaming
of Creating a MILLION DOLLAR (or More!) Business,
This is Specifically Designed for YOU!
Double Your Affluent
Clients® Boot Camp
Design a Practice That RUNS Like A Dream, MAGNETICALLY Attracting AFFLUENT CLIENTS You LOVE To Serve…
Tired of burning the midnight oil… NOT getting paid what you’re truly worth… all at the expense of your family? After 30 years in the business, countless hours of research, and coaching elite advisors, I discovered the 7 “X Factors” that almost instantly transform your practice into a profit gushing, lifestyle-friendly practice…
Working With Scott Keffer Has Directly Put
$1.5 MILLION NET Into My Pocket.
The decision to go to Scott Keffer’s Boot Camp is a no brainer.
Scott continually does a tremendous job of developing incredible content he delivers throughout the entire Boot Camp.
Keith Thomson, CFP, CIM
Toronto, Canada
Programs
The Seminar Money Machine™
Live Event, Home Study + Online Course
How To Have Affluent Clients With Public Seminars… Without Expensive Dinners or Plate Lickers!
Seminars, when done correctly (which is a very important stipulation), are the #1 method to generate new affluent clients. Myths and mistakes abound. This system is consistently filling rooms with pre-qualified affluent prospects in both big cities and small towns.
To discover the proven roadmap to generating affluent clients at will, click below.
“My Revenue Per Client Tripled!”
“With Scott’s process to buy lists and the tested invitation system, there are more qualified prospects in the room. With the PowerPoint, scripted seminar opening and close, 81.3% are signing up to meet me. My average revenue per client has more than tripled.”
Don Moore, RFC, CES
Pensacola, Florida
The Affluent Engagement System®
How To Eliminate Rejection and Authentically Close Affluent Prospects… Without High Pressure Sales Techniques!
If you know the frustration (and the loss of revenue and confidence) that happens when a qualified prospect walks out your door to “think about it,” you will want to check out The Affluent Engagement System®. Consider all the money, time, and energy it takes to get in front of one qualified prospect. Then
It’s a missed opportunity that you may never get again. Honed over 30 years, my proprietary Affluent Engagement System® converts up to 94.7% (once you master it) of affluent clients because it employs proven, scientific principles of marketing to the affluent.
Click below to uncover the solution…
Live Event, Home Study + Online Course
Using Scott’s Language, I Closed A $5.1 Million Client!
“The Affluent Engagement System is so powerful because Scott knows the exact phrases that move prospects to take action. Scott told me exactly what to say to obtain a $5.1 million account and have the prospect pay me more than they were paying their current advisor!”
Murray Weaver Hamilton
Ontario, Canada
The Authority Interview™
Online Course
Share Your Story and Message While Growing Your Credibility and Authority
In today’s world, video is the prime media to share your message. Imagine sharing your story, message and service while being interviewed on camera by Kevin Harrington, an Original Shark on ABC TV’s Emmy-award winning series Shark Tank or James Malinchak, featured on ABC TV’s hit series, Secret Millionaire. Plus, training on how to shine on camera and be your authentic self.
Click below to see if you qualify…
The Ultimate Nurture System™
Nurturing Warm Prospects Is The Key
One of the biggest opportunities for financial planners, investment advisors, and wealth managers is to “nurture” warm prospects who have stalled. The rhythm is weekly, monthly, quarterly and annually. The irresistible nurture is VAC – Value Added Content, including tips, special reports and assessments.
Click below to uncover the solution…
Online Course
The Joint Book Project
The #1 Advisor Credibility Builder
Books are the ultimate #1 credibility builder on the planet… bar none! In fact, books save you tons of money on business cards, brochures, pamphlets and other traditional marketing junk that are making you look like every other advisor. If you want to boost your trust, influence and authority, having a book will establish you as the go-to advisor so that you get hired more often and paid more.
Find out the easy method to finally having your book…
Scott’s Joint Book Got Us A $7,000,000 Client.
“We sent the book to a prospect, who gave it to her husband. He read it and wanted to meet. They are now a new a $7 Million-dollar client.”
Mike Breedlove and Leslie Daly
Texas
The Press Exposure Package®
Stacking Your Credibility Is The Most
The advisor with the most credibility wins. One of the most powerful ways to multiply your credibility FAST is to write (appropriately) and distribute a well-crafted Press Release using the Credibility Stacking Formula.
To multiply your credibility and get your name and message seen in over 200 outlets, click below for information
The Advanced Sales Training In A Box
Ready To Take Your Sales To The Next Level?
If you find that all the advisor sales training is hard sell or ineffective, there is a reason. It is. I read just about every book, took most of the sales courses, and worked with sales coaches until I discover the ONE thing that was missing. It’s the ninja secret that changed my results forever. Now you can authentically sell without selling.
Find out the easy method…
The best sales training I’ve ever been to.
“I’ve been to tons of sales training and this is the best I’ve been to. Scott gives you both strategies as well as very specific tactics.”
Marilyn Suey, CFP
San Francisco, California
Books
Scott is the best selling author of over 8 books, including “Double Your Affluent Clients”, “Love, Money, Control: Reinventing Estate Planning”, and “Secrets of Peak Performers: Wealth Creating Strategies from the World’s Most Successful Entrepreneurs”.
Suggested Readings To ACCELERATE The GROWTH Of Your Practice
One-On-One
Private Coaching
Are you ready to finally experience a BREAKTHROUGH in MORE PROFITS, FREEDOM, and JOY for Your Practice?
If you’d like me to work directly and privately with YOU, to once and for all insure that your business becomes the successful and well-oiled machine you’ve always dreamed of, consistently attracting and keeping your PERFECT clients… apply now to find out if you’re the right fit for Private Coaching…
YOUR NEXT STEP
Are you feeling stuck in your practice? Is your marketing stuck in the mud? Are new prospects barely trickling into your practice? Are you adding enough new clients?
We’ll uncover the hidden profit in your practice for you…
in just 27 minutes!
The Marketing Assessment is FREE… but the opportunities it unearths are worth tens of thousands! Sometimes, hundreds of thousands!
You have nothing to lose… you have everything to gain!
Call 800 281-1575 today to schedule your 27-Minute LIVE Marketing Assessment!
Double Your Affluent Clients® Boot Camp
Design a Practice That RUNS Like A Dream, MAGNETICALLY Attracting AFFLUENT CLIENTS You LOVE To Serve…
Tired of burning the midnight oil… NOT getting paid what you’re truly worth… all at the expense of your family? After 30 years in the business, countless hours of research, and coaching elite advisors, I discovered the 7 “X Factors” that almost instantly transform your practice into a profit gushing, lifestyle-friendly practice…