New Clients in The Door?

Advisor's Edge

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New Clients in The Door?

Let's be honest here...


Most RIA's have similar offerings, on the investment side.


You might provide a multi-faimly office approach, or a holistic planning methodology, but the underlying investments are similar.


Unless you have some investment program that you invented, that no one else has, clients can get a "similiar" portfolio at the RIA down the street.


I know, I know, yours is different.


But what if it really was?


What if you had a portfolio process they literally couldn't get anywhere else, that generated more income, more alpha and less risk than whatever they have with their current advisor?


How many more clients could you bring on?


How much better would your marketing work, if you literally had a physical differentiator you could show in black and white that they couldn't get anywhere else?


The Franklin method changes all of that, and gives them a clear message to brag about, and brag they will.


Join us and Dr. Darryl Franklin for our upcoming virtual Lunch and Learn: "Alpha Accelerator: How the Franklin Method Supercharges Portfolio Performance.


On this virtual lunch and learn you will discover:

The "Franklin Method" strategy, a unique approach to increasing the alpha generated by your client’s portfolio (while reducing risk at the same time.

Learn how it can potentially increase your AUM fees.

How it can dramatically increase your referrals.


How the Franklin Method can generate new clients in the door, helping you breakthrough to a new level of AUM.


We believe the Franklin Method will be the game changer you've been looking for which is why we are willing to pay to deliver lunch to your door during the lunch and learn.

Look for the link for your lunch options in the zoom confirmation emails and we will see you on the lunch and learn!


Date: Tuesday, May 14th

Time: 11AM - 12:30PM Eastern (Yes the 90 minutes will be well worth it - that's why we will buy you lunch).

Place: Zoom


Register HERE


Your Advisor's Edge Team