Exclusive Programs

At Concierge for Advisors, we are always looking to equip you with the tools you need to do more business and make your life easier.  We have created many exclusive programs for our advisors to grow their knowledge base and their profits.

Galvanize Mastermind

Galvanize Mastermind with Van Mueller

Learn from industry legends like Van Mueller and Tom Hegna to make you the best Advisor in your community.

Our Galvanize Mastermind is an interactive event. You will interact with and learn from Mega Producers, who will share their ideas on how you can increase your income while building a practice that you love.

This event will immerse you into our culture, train you on our systems, and leave you with practical ideas to implement into your practice right away.  

This event is great for those who want to grow their practice, or tune their operations to allow for greater stress-free time away from their office.

Van Mueller Gatorade Face
Van Mueller Trio
Tom Hegna Banner

Become The Go-To Advisor In Your Area

Galvanize Your Practice

Galvanize Mastermind Events With Van Mueller

Lively Discussions and Case Studies

Participate in discussions to learn how to get more appointments, make more sales, and design your cases to have clients say yes to your plans.

Digital Marketing on Your Budget

Learn how to get a steady stream of prospects looking for your advice while controlling how much you need to spend each month to make it happen.

Collaborate With Top Producers

At Galvanize you won't be discussing theories, you will be learning strategies that are having success right now with top Advisors in their field.

Learn Key Stories, Questions, Words, and Phrases That Close Business

There's nobody better than Van Mueller to teach you how to ask questions that leads directly to the biggest sales of your life.

The Moat

The Ultimate Resource To Protect Your Clients And Your Practice

There are typically 4 to 6 other opinions of competitors in your clients household at any given time.

Even if you are the advisor that manages most of your clients assets, knowing how to strategically protect your clients from falling victim to these less-than-ideal financial service providers can mean a huge difference in your revenue.  

We are serious about protecting your clients and your practice.  We custom-tailored this program for caring Advisors to eliminate your competitors from your clients home, increase your customer satisfaction, grow your referrals, and elevate your revenue.

All without having to add a single staff person to your team.  

The Moat
digital marketing Concierge For Advisors

Digital Marketing

When’s The Last Time Your Web Site Directly Lead To A Sale?

We’ve created the ultimate starter package for Financial Advisors, and combined the power of funnels with websites that generate more leads, build online trust, and close more sales.

Our team has extensive experience in digital marketing and telling your unique story to your ideal audience.

digital marketing Concierge For Advisors
Transparenfee Software

TransparenFEE Sales Software Every Financial Advisor Needs

It has never been more important to have accurate product information at your fingertips.  This data is not only useful for making sales, but for proper documentation of the rationale for your sales.

We continue to see more and more fines, suspensions, and arbitrations due to inaccurate information on transfer forms.  Recently, a major firm was fined $25M for a 72% error rate on their transaction forms.  Don’t let inaccurate information be the downfall of your career.

Indexing Calculators

Transparenfee
FEE DRAG CALCULATOR

Fee Drag Calculator will allow you to see the effects of various investment fees on investments returns.

ACTIVE-VS-INDEXING-CALCULATOR

Indexing Calculator will allow you to compare returns of actively managed accounts against indexed annuities & IUL with a cap or participation rate.

ACTIVE-VS-INDEXING-CALCULATOR
Benefits vs Cost Financial Advisors

Life Insurance Analysis & Review Program

Many advisors do not like to handle Life Insurance due to the long sales and underwriting process.  However, Life Insurance is a key protection product that many of your clients already own.  

What if you could earn $10,000 a month spending only 3 minutes per appointment?  It is as simple as upgrading their Life Insurance like you would their iPhone. Increase your revenue using our Life Insurance Analysis & Review Program.

With the new innovations in products, and decrease in cost of insurance under the new actuarial tables, over 60% of the time we can improve your client’s Life Insurance situation.  The average compensation is over $10,000 per case.  Best of all, we do all the hard work for you.  

Benefits vs Cost Financial Advisors

Protect Your Practice By Offering P&C Insurance

An increasing number of P&C agents are being required to sell financial services in order to keep their P&C agencies. These agents already have a relationship with your clients as everybody is required to have P&C insurance.

Why let this competitor have access to your clients, when you could have a team on your staff that not only eliminates this competitor but makes you look like a rockstar! Just like all programs with Concierge For Advisors, we can teach you P&C insurance, we can do it with you, or you can outsource it to us and we’ll do it for you.

Van Mueller

What Do You Want to Achieve?

We have the Resources, Solutions, and Connections to help you get it done!