ATTENTION:
SEASONED RIA ADVISORS
BECOME A CATEGROY OF ONE ADVISOR IN YOUR LOCAL AREA WITH CLIENTS THAT PAY YOU A MINIMUM OF $36,000/YEAR WHILE
ONLY WORKING A 3 DAY WORK WEEK
We are launching a first of its kind, comprehensive training program
covering every aspect of being a World Class Financial Advisor
who can legitimately claim to be in a Category of One.
Category Of One Advisors
Helping RIA'S Build An Ideal Business That Delivers A Category of One Service, And Gives You The Time Freedom To Live Your Ideal Life
We are launching a first of its kind, comprehensive training program covering every aspect of being a
World Class Financial Advisor who can legitimately claim to be in a Category of One. No one else in your
area will offer the extraordinary services you offer at the very reasonable fees that you charge. We are limited on the number of advisors we can service so schedule a call today to learn more about how we can help you.
Services
Innovation Strategy and Ideation Workshops
If you don't have a predictable, repeatable way to bring in profitable new clients, your business is at risk. Most advisors rely on outdated tactics like seminars, dinners, networking, mailers, etc but only to be disappointed by inconsistent results. We fix that permanently. Whether you're an introvert or a seasoned rainmaker, we'll show you how to attract ideal clients in a way that feels natural, comfortable, and even fun.
Client Conversion
Most advisors believe the key to conversion happens once a prospect walks into their office but by that point, the decision is already 80% made.
The real conversion happens before the meeting. It's in those early conversations when trust is built, pain is revealed, and opportunities are considered that prospects decide whether you're the right person to help them.
Client Service
FACT: People don't refer average experiences.
HARD TRUTH: If you're not getting 2-3 referrals per client per year, your service isn't exceptional no matter how hard you're working.
Referrals are the ultimate scorecard. If you're not seeing the volume you want, the issue isn't marketing, it's how your service is being experienced. We've seen it over and over: when service level rise, referrals follow.
Community Of Category Of One Advisors
When you are surrounded by a community of Category of One Advisors, you are around family. These are your people who are in the same place as you or have been where you are so they can share with you the roadmap to follow so you can succeed faster than they did. Our community of advisors have a mindset everyone wins inside of community.
TESTIMONIALS
FIVE STAR REVIEWS
★★★★★
As a result, I now have a business with predictable annual reoccurring revenue, more than twice my personal income, and the ability to take at least two months off each year. If you haven't had a chance to work with Jeff, I highly recommend that you start now and immediately follow his guidance and advice.
Thomas Moore, Canadian Advisor
★★★★★
After just two years with Jeff as my coach our firm double it's revenue and our clients are much more happy in living their Ideal Life. Then years later he coached us through SELLING our business for a higher multiple due to the way we serviced our Ideal Clients.
Dino Tellone, USA Advisor
OUR TEAM
Rick Barrera
Rick Barrera has been coaching and training top advisors for over 30 years for most of the top financial services firms. He is an author, speaker, consultant, and coach, known for his unique approach to
leadership, growth, revenue generation and client service. His coaching and consulting focus on designing and delivering unique client experiences that drive high levels of revenue and referrals.
He is the Head of Faculty for The Center for Heart Led Leadership in Denver Colorado, and CEO of Connective Partners, an M&A investment group.
He is known as “The Ideal Life Accelerator” for the coaching work he does with advisors helping them to build their Ideal Practice and their Ideal Lives while teaching them how to help their clients live into their Ideal Lives.
You can learn more about Rick at www.barrera.com
He has written 11 books on leadership, marketing, branding, sales, client service and personal development. Learn more at www.RickBarrerabooks.com
Jeff Krahl
Jeff Krahl International Business Consultant, Best Selling Author, Speaker, Trainer, and Certified High
Performance Coach™. His purpose is to empower you to live an extraordinary life beyond your beliefs
in business and lifestyle so you can live a life of endless possibilities. Jeff Krahl is an entrepreneur who
empowers business owners to building their Ideal Business and live their Ideal Life. He has opened
multiple businesses across the United States. He has invested over 30,000+ hours coaching business
owners all around the world. He is a family guy with an extraordinary wife and 4 amazing kids.
Since 2003 Jeff has focused on coaching Financial Advisors to create the personal breakthroughs that
deliver extraordinary business results. His advisors have worked for every major financial Services
brand in the U.S., Canada, New Zealand, Australia, UK, South Africa and Central America.
Get In Touch
FAQS
What does a business management consultant do?
A business management consultant is a professional who provides expert advice and guidance to organizations to help them improve their overall performance and efficiency. They analyze the company's operations, identify areas for improvement, and develop strategies and solutions to address specific challenges. Consultants often work with businesses on a wide range of issues, including process optimization, cost reduction, strategic planning, and organizational development.
How much do business management consultants typically charge for their services?
The fees for business management consultants can vary widely based on several factors, including the consultant's experience, the complexity of the project, and the geographic location. Typically, consultants charge either an hourly rate, a daily rate, or a project-based fee. Hourly rates can range from $100 to $300 or more per hour, while daily rates can range from $1,000 to $3,000 or more per day. Project-based fees will depend on the scope of work and can range from a few thousand dollars to several hundred thousand dollars for larger, more complex projects. It's essential to discuss fees and payment structures with potential consultants during the initial consultation.
How long does it take for a business management consultant to deliver results or recommendations?
The timeline for seeing results or receiving recommendations from a business management consultant can vary depending on the nature and scope of the project. Some smaller projects may yield results in a matter of weeks, while larger, more complex initiatives may take several months to complete. The consultant should provide you with a clear project timeline and milestones during the initial engagement. It's important to note that the speed of results can also depend on how quickly the organization can implement the consultant's recommendations.
