Marlon T. Wesh
The Art of Authentic Sales: Converting Ideal Clients as a Financial Advisor
There exists an all-too-common misconception among financial advisors that selling their services translates to appearing ‘salesy’ or...
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AS FEATURED ON.
DOES THIS SOUND LIKE YOU?
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Do you feel overwhelmed with figuring out how to approach digital marketing?
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Do you find Facebook ads confusing and believe they just won’t work for you or find it hard to keep up with changing social media algorithms?
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Do you feel that buying leads are expensive, too hard to close and you hate giving up ongoing revenue to leads companies?
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Do you find content marketing to be time-consuming or that there’s so much competing noise that it’s hard to get attention?
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Do you feel that too many marketing courses address coaches instead of financial advisors that have to work in a highly regulated industry?
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Do you feel that you can’t predictably close prospects because you don’t want to be known as a pushy salesperson?
WHAT IF THERE WAS A BETTER WAY?
Predictable Lead Engine & Waiting List
Imagine having a predictable lead engine that delivers qualified prospects to you that you even have to start a waiting list to meet with them all.
Targeted Messaging Mastery
Imagine knowing for a fact what your ideal prospect is looking for and dialing in your messaging so you’re the only viable option in their mind even if there are tons of other advisors serving that population.
Client-Centric Dream Practice
Imagine finally being able to have the thriving practice of your dreams where you can spend your time taking care of clients instead of stressing about getting them in the first place.
24/7 Prospect Pool Ownership
Imagine developing and owning your own pool of prospects that you have 24/7 access to without having to spend years cultivating a following.
Confident Solution-Guided Meetings
Imagine being more present in meetings because you know for a fact that your offer is the best solution to your prospects' challenges and all you have to do is guide them on the journey.
Respected Expertise & Ethical Sales Process
Imagine being able to create an ethical sales system that anchors you at the same level of respect and expertise a medical doctor, lawyer or CPA enjoys without having to be pushy--ever.
"Imagine living with an abundant mindset and knowing that you'll be able to be selective about the clients you take on without sacrificing revenue..."
WHAT YOU CAN EXPECT.
Understanding the Problem You Solve and Who You Solve it For
Not only will you get certainty on who your ideal client is, but also where to find them and what problems they're needing you to solve. NO GUESSES only CERTAINTY.
Creating Messaging For Your Ideal Client
You'll create messaging that combines the depth of your knowledge and experience with the words your ideal client needs to hear in order to take action.
Qualifying Prospects Before They Get in Front of You
You'll leverage systems that create friction for window shoppers while building resolve for your ideal client---resulting in only meeting with potential clients that are a good personality and financial fit.
Leveraging Paid Promotion
You'll utilize paid promotion to fill your "pond" until word-of-mouth, SEO and your brand notoriety can do the heavy lifting all by themselves.
Scaling & Optimizing Your Outreach
Once your messaging is solid, you'll scale and optimize your outreach without creating extra work for yourself---resulting in lower paid promotion costs and broader reach.
Closing Clients Through Consultation
You'll leverage a sales process that naturally builds trust and anchors you at the same level of respect and expertise a medical doctor, lawyer or CPA enjoys without having to be pushy--ever
HOW YOU'LL BE SUPPORTED.
Done-For-You Copywriting and Tech Implementation
Access to Niche Advisor Proprietary Resources
Live Support on Weekly Office Hours
Questions Answered With unlimited Email Support
WHAT PEOPLE SAY ABOUT US.
"I've seen first hand the systems that Marlon used to go from struggling advisor without a steady stream of prospects to having a full calendar, six figure annual revenue, and extremely high closing rate within 12 months. After Marlon shared his systems with me, I saw a MASSIVE change in my business. If you need help with marketing and systems, then Marlon is your solution. You won't regret it!"
— Justin Green, CFP®, MSPFP, Owner Assist FP
FAQs.
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Meet Marlon
MARLON T. WESH, MBA
Go-To-Market Consultant
Marlon owns and operates Wesh Financial LLC, a wealth management firm providing tax and financial advisory services to Traveling Nurses.
Marlon grew his firm to six-plus figures with a 90% profit margin in under 12 months by creating and leveraging the system now known as The Niche Advisor Blueprint.
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