WHAT MAKES YOUR PERFECT CLIENTS SAY ‘YES’?
TRANSFORM YOUR SALES & MARKETING CONTENT TO PREDICTABLY ATTRACT AND CONVERT YOUR PERFECT CLIENTS.
Why Advisors Come to Me for Help With Their Sales & Marketing
My clients are growth-oriented, systematic thinkers who believe in the power of understanding their clients to build better businesses.
They're looking for a strategic partner to help them stop guessing about what works in their marketing and start knowing with confidence.
You're scaling your practice but worried about maintaining quality as you bring on junior advisors.
You've invested in coaching and need help implementing the ideal client work.
You're running seminars or working a pipeline but your close rates aren't where they should be.
You're rebranding or refocusing and want marketing that reflects your new direction.
YOU know what makes your practice special.
But if prospects don't see it in your marketing, they'll never experience it in person. Most advisors create marketing based on what they think matters, not what actually drives advice buying decisions.
The result?
Generic messaging that sounds like everyone else
Prospects who suck up resources and time but never commit
Close rates that lag behind benchmarkets
Marketing spend that feels like throwing darts blindfolded
What if you knew exactly why your best clients chose you over other advisors?
What if you could use those insights to create messaging, marketing, and sales that speak directly to your ideal prospects' decision triggers?
Here's How We Collaborate to Transform Your Marketing
THE CLIENT HERO METHOD turns guesswork into certainty by uncovering the "missing information" about why your best clients chose you.
HERE’S THE TRUTH: Your clients are the hero of their own story. Your job is to be their trusted guide. But most marketing gets that backward.
Instead of building your sales & marketing on assumptions, build it on insights straight from the source:
✔️ The real triggers that made your ideal clients start looking for an advisor
✔️ Why they chose you over other options (in their own words)
✔️ What objections they overcame before saying yes
✔️ The exact language that resonates with prospects like them
Then we transform those insights into compelling sales & marketing sequences built around your perfect clients’ hero journey to you:
01
Messaging that speaks directly to decision triggers and positions you as the guide they’re missing.
02
Content that builds trust, authority, and moves prospects forward.
03
Sales sequences that help them overcome obstacles and take action.
Marketing that works predictably because it's based on real client insights, not guesswork.
WHY I BUILT THE CLIENT HERO METHOD
After years as an Edward Jones advisor, I knew the struggle: great advisors with terrible marketing. Smart professionals who could manage millions but couldn't get prospects to return their calls.
The problem wasn't their expertise—it was their marketing approach. Everyone was guessing about what clients wanted instead of actually asking them.
So I developed the Client Hero Method: a systematic way to gather real client insights and transform them into marketing that works predictably.
Ready to Stop Guessing and Start Knowing?
Keep creating marketing based on assumptions about what your ideal clients want, or discover what actually drives their decisions.