When you own a problem, you own your success. But when your financial advisors appear to be like every other financial advisor, they miss out on high net-worth prospects. The wealthy have problems that they need solved. In this talk, Derrick teaches your advisors how to position themselves as the specialist to solve wealthy prospect problems.

When advisors have a cause that they care deeply about, it motivates them to grow their business to do more good. High net-worth prospects are attracted to working with professionals who are making the world and their local community better. It also engages advisors’ existing clients to be part of a bigger purpose—so they become raving referral sources. As advisors become known as a “friend of their community” their business scales. And they attract and retain top-quality staff too.

Buying another advisor’s book of business is one of the most effective ways to scale your business. But the time-intensive and confusing process can feel like the Wild West—unless you have Derrick’s proven playbook for success. He walks your advisors step-by-step through his framework to help them secure more deals and stop spinning their wheels. Derrick prevents your advisors from making costly mistakes that waste time and money.