Financial Professionals

Independent Financial Advisors– Are You Ready to Get More Profitable, High Net Worth Clients and Work the Hours You Want?


Introducing an approach to get more profitable, high net worth, clients and take your business to the next level.


Is this you? You're stuck and not growing as fast as you should. You're a very busy financial professional and you've reached some level of success. You're good at what you do and provide real value to your clients. And you want to start growing again and help more people.


Imagine having a practice where you're able to target and acquire high net worth prospects, separate yourself from the crowd and be perceived as elite in your industry, have a compelling marketing message that draws prospects like honey drawing bees, and have a group of raving fans who help you improve your practice and provide a steady flow of ideal referrals.


This is what most financial advisors want but they don’t know how to get from where they are to where they want to be Because they are either avoiding certain effective business-building approaches, or they’re making serious mistakes in trying to grow their practice. And up to this point, seminars, books, webinars and other training hasn’t led to real change. So the struggle continues.


I offer time-tested systems used by successful advisors to get more profitable, HNW, clients. You can read more about my services later. Right now the first thing is to get some practical help to grow your business.

May I offer you a free copy of my special guide, "Top Seven Mistakes Advisors Make When Trying to Attract High Net Worth Clients." It'll save you years of struggle. Get it below or go here for more details.


Inside you'll find seven little-known common mistakes many financial advisors make in their efforts to get more profitable clients. They think they're doing the right thing, but are shooting themselves in the foot. If you want to make sure your marketing efforts are helping and not actually hurting you, get the special guide.

You'll have it in a few seconds by filling out and sending the form above.



Thanks for visiting

Wishing you a rich and rewarding business and life.

– Stan Mann

"I used to be stressed out working long evenings cold calling house-to-house. I really missed family time with my wife and two boys. On top of that, I wasn't able to bring myself to ask for referrals and was working my head off with too many unprofitable clients.

"All that turned around after working with Stan. He taught me more effective prospecting activities. I am now getting more profitable high-end clients and have exceeded my asset goals for the year. What's more, I easily ask for referrals at every opportunity. In fact, I enjoy it.