FREE On-Demand Financial Advisor Success Program

Join me for this FREE program on using the Web to find prospects, ensure relevancy, and win more business.


Click below to register and watch this powerful webinar right now!

Evolution of Client Acquisition

A FREE On-Demand Webinar to Help You Find Financial Advisor Prospects

 Click the button above to start register and start your Webinar 

Client acquisition is the lifeblood of any financial advisory practice. The challenge is, what has worked in the past certainly won’t work today, and it might never work again. 


Using a purchased list or online tool to start calling at “A” and ending at “Z” is no longer efficient, nor effective because the last person a prospects wants to hear from right now is a “cold call” advisor with an irrelevant message. Worse, the proven sales / relationship building strategies of just a few months ago – networking, attending conferences, hosting client events, and in-person coffees and lunches – are now, unfortunately, off the table.


Thankfully there is a solution – the Evolution of Client Acquisition. In this dynamic program, you will discover...

  • How to identify opportunities via money-in-motion activities, so you're calling on the prospects who most likely need your solution, right now or in the very near future.

  • How to use search engines, social media, and the Invisible Web as powerful "intelligence agents," ensuring real-time-relevancy in every communication.

  • How to leverage information to gain permission to ask challenging questions, and provide ongoing value to both prospects and clients.

  • The Sales Intel Engine - Financial Advisor Edition to help you automate the techniques and strategies that you will learn (and you can get access to the Engine for FREE - $995 value).

This may be one of the highest take-home-value webinars you've ever experienced. This high energy, motivating, incredibly high-content program has a huge "WOW" factor – you will be shocked at what you don't know (but soon will) that you can immediately implement to grow your financial advisory business.​


Considered a leading authority on sales intelligence and digital reputation management, bestselling author and Hall of Fame speaker Sam Richter, CSP, CPAE delivers his top-rated, incredibly dynamic, highly entertaining, and extremely high-content keynote presentations and workshop sessions to audiences worldwide. Sam was named one of the World's Top 50 Sales Keynote Speakers, one of the Top 15 Virtual Presenters, and one of the Top 25 Most Influential Sales Leaders. 

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