Run A Scaleable Financial Practice...
In 2.5 Hours Per Week So You Can Get Your Life Back.

The Advisor Suite offers marketing and operational support to exhausted advisors who are tired of chasing shiny objects and "silver bullets." There are no shortcuts when it comes to marketing and operations. Trying to run your practice without data to support your decisions can be extremely expensive.You cannot rise higher than your foundation allows. If you are willing to put in the time and energy it takes to run a data-driven, scalable practice so that you don't have to keep sacrificing your personal life, then click the button below, fill out the form, and request a call. It may make sense to work together.

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Professionals Who Want Results Faster Work With A Coach

Unlimited 1:1 Ask Me Anything Coaching With Mike Decker.

Discover how to transition out of the day-to-day grind and into a position where you can manage and grow your practice in 2.5 hours per week through 1:1 coaching with Mike Decker and his Advisor Foundations Protocol.

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How It Works

Discover the Advisor Foundations Protocol With Unlimited 1:1 Ask Me Anything Coaching With Mike DeckerYou and I will work together one-on-one via email and looms.No calls. No texts. No meetings.You will have unlimited access to me. Email me as much as you want about whatever you want.I check my email once per day, Monday through Friday.I will respond every day, Monday through Friday.I can answer questions. Give you strategic plans. Review stuff. Whatever.I won’t do anything for you.I don’t want a co-dependent relationship.I don’t want you to move into a position of learned helplessness.This is why I won’t create your marketing campaign, write your Facebook ads or emails, create your compelling offer, develop your investment philosophy, and so on.But I can give you feedback, insights, and ideas and push you in the right direction.I can help you troubleshoot problems and help you avoid major mistakes.I can give you ideas that could double or triple your monthly profits and much more.This is the only way right now to hire me as a consultant for you and your business.Why Email Coaching?Why No Phone Calls?It’s pretty simple:I run my own practice.Running my own practice is much more profitable than coaching.There are two reasons why I developed the Advisor Foundations Protocol and opened myself up to coaching.First, I disagree with the commonly taught concept that if you want to grow, all you need to do is write a check and let someone else grow your business for you.If it were that easy, you would not be here reading this.I coach to help advisors not waste their money on shiny objects and alleged silver bullets.Second, I believe there is so much business out there that it doesn’t matter if I end up training my competition.There’s a good chance that we have different investment philosophies, which means we are marketing to different groups of people.With that said, I’m not trying to be a full-time coach to advisors who want someone else to do the work for them.I want to help you grow your business with the hope that you can do some good in an industry full of bad advice (just my opinion).With that said, the only way I can help people in a one-to-one situation is through asynchronous communication (email/loom).I am a very big believer in the “this could have been an email” philosophy of meetings, phone calls, and “let me just pick your brain” requests.The purpose of hiring a coach or consultant is to get stuff done. Email is the fastest way to do that.Plus, writing helps you think.I have no interest in long, drawn-out phone conversations that result in you forgetting half of what we talked about and us spending the next call recapping what we already covered. That’s incredibly inefficient.Also, with the time it takes to schedule and reschedule calls (even with services like Calendly), we could have sent 10 - 15 high-powered emails back and forth and gotten something real done instead.We use email to keep the focus on doing rather than talking.That said, sending a Loom is always possible.I do reserve the right, though, to fire clients sending 45-minute Looms about nothing. We’re both far too busy for something like that.

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Who It's For

Financial Advisors who are ready to bring their marketing and operations in-house and own more of their messaging.Examples include:
- Customizing your SOPs (standard operating procedures) so staff work faster and smarter.
- Dealing with difficult clients.
- Create a clear offer that differentiates your practice from the competition.
- Improve your sales process.
- Running your own Facebook ads to fill events or generate leads.
- Adjusting your website to help increase conversions.
-How to hire/fire staff.And so much more.This is for advisors who are ready to stop outsourcing to external vendors who are probably hurting your practice more than helping your practice.It will be a challenge.I will push you.It doesn’t matter to me where you are in business. It doesn’t matter to me what your challenges are. It doesn’t matter to me what your goals are.I earn my fee by helping you get to where you want to go, from where you are today, in the straightest line possible.If you’re ready to be challenged to stretch beyond what you ever thought possible, let’s work together.I only take so many coaching clients in at a time.You may end up on the waiting list until I finish the goals with other advisors.

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What You Get

Unlimited access to me via email.A minimum of one response from me per day, Monday through Friday.Someone who will care as much about your business as you do. This is the real reason to buy. Add someone else on the team who can run with you at the same level; who knows what it’s like to work in this industry.The GuaranteeI never offer refunds on my time.So, there is no guarantee here in the traditional sense.What I can promise, though, is that your business will grow. Likely it will grow much more easily than you thought possible because I’ve been where you are before, and I can tell you how to avoid all the traps/hazards/pitfalls, etc.All I ask is that you show up every day, try hard, and when you stumble a little, get back up and keep going.Price$2000/Month(Minimum Of 3 Month Commitment Required)Next StepsIf you like what you see here, the first step is to click the button above or below and request a call.If you haven’t received a barrage of questions from me asking about you and your business, please reach out to support@theadvisorsuite.com so I can walk you through the qualification process.Once we’re both happy and confident that we’ll succeed together, I’ll send you a checkout link.Once paid, you’ll be given access to my private coaching email address, and we will get started straight away. No sense in wasting time... We’ll hit the ground running.

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© The Advisor Suite. All rights reserved.

Tired Of Wasting Time Chasing Expensive And Unresponsive Leads?

Implement The C.O.R.E Advisor Marketing™ System Today

Discover how to take any lead and nurture it with organic, authentic content so, when the time is right, they schedule on YOUR calendar. We can't force when someone is able to sign up for your services. There are all sorts of reasons why people have to wait. However, once they are ready, things can move quickly.

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How It Works

When an advisor starts the C.O.R.E Advisor Marketing system, they spend several meetings with out team developing a clear and competitive offer.Your leads need to understand exactly what you do, how you can help, and why your solution is better than your competition.Mediocre marketing with a clear and competitive offer will always outperform a mediocre offer, even with some of the best marketing.Why is this so important to understand?It's not that we are "mediocre marketers."We are good at what we do.It's because we are unwilling to set ourselves up for failure by agreeing to market something that is generic.A competitive offer consists of a unique and polarizing investment philosophy that is supported and guided by a proprietary framework.If it sounds overwhelming or impossible, don't worry.This is why you would hire us.The development of your offer not only helps us do our job in marketing your services, but it also can help increase your closing ratio and more.Once we have your competitive offer down, we go to work.Every week, we write up to two custom emails that comment on current market conditions or other relevant seasonal topics while leveraging your competitive offer.Each week, we send you the content to approve for compliance.Once you approve it, we take care of the rest.In addition to the original and authentic emails going out, we also develop behavior-tracking automated nurturing systems to work behind the scenes to help increase conversions.On occasion, we will email you or your staff asking someone to call a certain lead who seems to be ready to start your sales process.On occasion, we will ask you to record a 10-30 minute mini-course to send out to your list.From a marketing perspective, time equals trust.The more time your leads consume high quality, authentic, and original content, the higher the probability they schedule a call with you.In addition to your email marketing, we also spend time writing articles for you with the intention of getting them published in national magazines and blogs.These articles should be considered assets that can be used over and over again in your marketing.No more templates.No more generic content.It's time to rise above your competition and become the local go-to advisor in your area.

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Who It's For

Financial Advisors who have marketing systems that are bringing in leads but struggle to convert those leads.There's a significant amount of sunken cost with each name, number, and email you get from your dinner events, webinars, and so on.Stop throwing money away by letting leads go to the waste side because the time was not right while you only focus on chasing "hot" leads.Take your warm/cold leads and warm them up so when the time is right, you can close deals you would have lost otherwise.This is a long-term marketing strategy.You should not expect incredible results during the first month or two.We are rebuilding a relationship.Just like you don't propose to someone on the first date, most people don't hand over all their money after one email or event.As a general rule, 5% of consumers have what we in the marketing world call "a bleeding neck."It means they will sign up regardless of what you say or do because they have an emergency.Then, there's a group of around 20% of consumers that are willing to buy but are skeptical.They need to keep "dating" a little longer before committing to a relationship.We are targeting and attempting to convert these people.Every email, mini-course, and/or call is like a date.At some point, if what you offer is what they want and the timing is right, they will schedule an appointment on your calendar.Advisors who lack patience or need a few quick clients are probably not a fit.Just like you can't get skinny in the gym in a day, the same is true when you consider building a relationship with your leads that would allow them to feel comfortable enough to schedule an appointment.The research has clearly stated that people will do business based on trust and respect, not quick-witted, silver-tongued advisors looking for a quick close while trying to be "liked."We are professional markets who work with and support professional advisors.This method of marketing takes time and dedication.Those who commit long-term tend to see the best results.

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What You Get

Initial development of your competitive offer that will be used in your content and sales process.Two original and authentic emails per week, based on current events or seasonality, that are written to build relationships that eventually turn into scheduled appointments.Dynamic, behavior-based, automated follow-up sequences designed to help speed up the relationship-building process so more leads schedule appointments faster.Occasional written articles that, once approved, are pitched to major online magazines and blogs (e.g., Kiplinger, Yahoo! Finance, Business Insider, etc.)Occasional website content adjustment recommendations to help support the other content going out to the leads.Price
$3,000/One Time Start-Up Fee
$2,000/Month(Minimum Of 3 Month Commitment Required)Next StepsIf you like what you see here, the first step is to click the button above or below and request a call.If you haven’t received a barrage of questions from me asking about you and your business, please reach out to support@theadvisorsuite.com so I can walk you through the qualification process.Once we’re both happy and confident that we’ll succeed together, I’ll send you a checkout link.Once paid, you’ll be given access to the private support email address, and we will get started straight away. No sense in wasting time... We’ll hit the ground running.

• Request A Call

© The Advisor Suite. All rights reserved.

Tired Of Having To Guess Your Way To Success While Deep Inside, You Know Your Probably Wasting Money?

Get AdvisorForce™ Support So You Can Run A Data-Driven Practice While You Make More Informed Decisions

Track essential key performance indicators like cost-per-lead, cost-per-client, closing ratios, new business projections, and more so you can hold your staff accountable while you make informed decisions.

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How It Works

Chances are, your CRM is Redtail or Wealth Box.They are both great CRMs for advisors who want a clean system to keep track of names, tasks, and workflows.The problem is both CRMs struggle to report some of the most important metrics you need in order to make informed decisions and run your practice.Wouldn't it be nice to know how much it costs to get a lead?How about how much it costs to get a first appointment?Do you know on average how many first appointments you need to go through before one becomes a client?Do you know the average amount of assets you move per new client?Imagine if you have all of this information at your fingertips...That is why AdvisorForce Support exists.We looked at salesforce and demoed what they recommended.It seemed great for certain financial companies, but it wasn't right for most independent financial advisors.So, we purchased SalesCloud (one of the more open and cheaper versions of Salesforce) and customized it for your typical independent advisor.We've already paid for the custom work to be done.We've already tested the systems out.AdvisorForce™ allows you to copy our Salesforce Org and use it with no strings attached.We expect you to take what we have, learn how it works, and then start customizing it to be your own.We believe this is the most affordable way for an advisor to get Salesforce and all the associated benefits.The process is simple.We copy our Salesforce, clean out our client data, and then dump your client data in.Once you are in, you and your team get 1:1 training on how to use Salesforce.From that point on, we will continue to make adjustments, generate reports, and so on so you get what you need, and your Salesforce org becomes exactly how you want it.

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Who It's For

Financial Advisors who understand how expensive it is to try and blindly guess their way to success.Your CRM costs may go up, but your ability to make informed decisions should more than offset the cost.Plus, you won't waste your staff's time running report and report.Here are a few examples of reports we love:
- Cost per lead
- Cost per first appointment
- Fall off between the first appointment scheduled and the first appointment completed.
- Cost per new client
- How long does that average client take to close
- Advisor closing percentage
- New business tracking
- Task management with accountabilityAnd so much more.This is for advisors who want to see how good or bad their numbers are so they can make informed decisions moving forward.As a warning, the numbers are often worse than you think.It can be a shock to the system.However, it's the first step towards fixing problems, increasing profits, and running the practice effectively.The implementation can take time.Depending on how many advisors we are onboarding, you may end up on a temporary wait list.

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What You Get

A copy of our Salescloud Org with the ability to take it and make any adjustments you'd like.Up to 7 hours per month of full-stack Salesforce development team.Please note, during some months, based on the projects and requests, we may work more than 7 hours, while in other months, we will work less.Price
Setup Fee depends on your current org and the migration's complexity.Once your data is migrated over, the ongoing support is $1,000/Month(Minimum Of 12 Month Commitment Required)Next StepsIf you like what you see here, the first step is to click the button above or below and request a call.If you haven’t received a barrage of questions from me asking about you and your business, please reach out to support@theadvisorsuite.com so I can walk you through the qualification process.Once we’re both happy and confident that we’ll succeed together, I’ll send you a checkout link.Once paid, you’ll be given access to my private AdvisorForce™ email address, and we will get started straight away. No sense in wasting time... We’ll hit the ground running.

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© The Advisor Suite. All rights reserved.

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