Ready to Claim Your Status as a Financial Industry Thought Leader and Influencer?

 

Amplify Your Influence

How would it feel to find more best-fit clients, boost referrals, and be top-of-mind… all using the power of thought leadership?

 

DO ANY OF THESE SOUND LIKE YOU?

  • You’ve spent years or decades building your practice, gaining expertise, and applying your technical knowledge — now you’re ready to play in the big leagues…
  • You want to attract more of the right clients and acquire more referrals with less effort…
  • You want to stand out among your colleagues and differentiate yourself in a sea of “sameness”…

If you want to accelerate credibility and trustability, and claim your rightful seat as the seasoned leader you are, keep reading!

 

THE PROBLEM: THE CHALLENGE INSIDE THE FINANCIAL SERVICES INDUSTRY

The financial services industry is grappling with a longstanding problem, and it’s getting worse. We face a declining (actually, PLUMMETING) trust curve that makes investors and prospects hesitant to connect with us. (2021 Edelman Trust Barometer.)

Financial professionals have also gotten a bad rap as being pushy, aggressive, and self-centered, which stymies our ability to engage with potential clients on a deeper level.

To make matters worse, prospects avoid us, and think “I don’t even want to have a conversation, because you’re just going to try to sell me something.”

All of this puts you at a disadvantage and effectively prevents you from being the A.N.G.E.L. you want to be for your clients. (Read on to find out what an A.N.G.E.L. Advisor is.)

WHAT IF YOU COULD?

  • Have prospects seeking YOU out so you can focus on satisfaction and client retention — the true pillars of profitability.
  • Grow your revenue with “stickier” relationships that allow you to more easily CROSS-SELL your services.
  • Automate your outreach without compromising compliance or losing the EMOTIONAL connection.
  • Deepen client loyalty so your REFERRALS can materialize on autopilot.
  • Remove friction from the sales process so you spend less time breaking down resistance barriers and more time having AUTHENTIC conversations that matter.
  • Develop a compliance-friendly marketing approach that CONVERTS clients.

THE SOLUTION:
There’s an opportunity to build credibility, trustability and influence. Thought leadership turns the public eye toward you and your firm’s capabilities.

And, honing your unique “Plan of Influence” is the fastest way to increase your authority. Get ready to ramp up your thought leadership, unleash your mastery, and skyrocket your leads and sales.

 

WELCOME TO OPERATION AMPLIFY:  A THOUGHT LEADERSHIP MASTER CLASS FOR FINANCIAL SERVICES

You are already great at what you do! It’s time to catapult your business development efforts with the genius you already have inside you. Operation Amplify is a 3-day immersive experience designed specifically to help you step into and package your brilliance by giving you the tools, frameworks, and methods to convert your years of hard-earned knowledge into thought leadership that gets you showcased as an industry leader.

At Operation Amplify, you will…

  1. Discover how to phrase your understanding of your client problems in terms that transcend money. Emotions are at the root of all decisions and together we’ll craft your value proposition and positioning statement so that it touches their hearts and minds, instead of just their wallets.
  2. Design your first-impression experience and customer journey that enables you to meet both the financial and emotional needs of your clients and prospects. Having a clear vision of how you want to be perceived is the key to being remembered.
  3. Dive into your mindset and analyze how you express yourself in both the written and spoken word to raise your level of awareness in your marketing to create powerful and lasting connections from your very first encounter — whether it’s face-to-face or digital.

 

Join Sheri Fitts in a highly interactive and engaging virtual boardroom, October 7 – 9, 2021. Three full days dedicated to shifting your marketing into a optimized and out performing Thought Leadership Platform. 

RESULTS YOU CAN EXPECT

There are four key areas we’ll focus on at Operation Amplify:

Lock in Your Personal Brand: You’ll get absolute clarity on your brand and positioning. Our goal is to create a radically relevant and resonant brand for your business that gets you seen and heard.

Embrace Your Role as A.N.G.E.L.: You’ll be armed with secret strategies on how to share your Authentic voice, take Notice of client needs, Give value, Evolve your expertise, and Love big. 

Network with and learn alongside other driven industry professionals in a high-energy classroom setting where your viewpoints and experiences will be heard.

Solidify Your Plan: You’ll walk away with an action-oriented, 90-day thought leadership blueprint and timeline that will reinforce your identity as a thought leader.

RAISE AWARENESS OF HOW YOU TRANSFORM THE LIVES OF YOUR CLIENTS, AND GO ALL IN SO YOU OCCUPY COVETED MENTAL REAL ESTATE IN THE MINDS OF YOUR IDEAL CLIENTS.

Complete the contact form to get started today. 

Contact Form

Name(Required)
This field is for validation purposes and should be left unchanged.