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NEW ADVISOR CASE STUDY

Learn how one group of new advisors increased production by 374% in under one year with Cash Flow Mapping.

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New advisors increase production

Most new advisors struggle with a slow ramp-up time from training to independently growing their business. In fact, 80 to 90% of financial advisors fail in the first three years. Why?

  • Not only is the learning curve steep, but there's often a heavy reliance on senior advisors for guidance, lengthening the time until you can independently produce and earn a big enough paycheck.
  • Lack of confidence and understanding stalls your ability to offer services independently, impeding your ability to quickly build a client base.
  • You’re expected to do your own prospecting but you lack the knowledge or tools to do so, making it difficult to build a clientele and produce.

WE SOLVED ALL OF THAT

Get your free copy of the Alliance Advisory Group (AAG) Case Study and discover how Cash Flow Mapping helped their new advisors quickly gain independence, open more doors, and dramatically increase production in under a year.

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