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Most Accountants
Mistakenly Think The Series 65 Exam Is Longer & More Difficult
Than The CPA Exam...They
Would Be Wrong!
Take my word for it, I've taken
both the CPA and Series 65 exam and the CPA exam is the more
difficult exam of the two.
Actually the biggest challenge I
had and that many other CPAs & Accountants experience is
actually SETTING ASIDE THE DEDICATED TIME to STUDY
FOR the exam itself! Why?
You know how it is.
Clients, work, family and life in general get in the way.
There's always something else. You say to yourself
I'll start studying for in NEXT MONTH
when things SLOW DOWN (and they never do).
And this scenario if you will, gets in the way of you
building your practice.
Here's The $$$
Potential Behind Taking The Series 65 -
A True Story...
If you know my background,
several years ago I started and grew a one man operation into
a 10 office, $6 million dollar accounting firm.
Of that $6,000,000 in revenue
OVER HALF came from methodically Selling Financial
Services to my accounting clients. Over HALF!
What I don't tell a lot of
people is that when I SOLD the $6 million firm, the Financial
Services HALF was the MORE VALUABLE part of the sale,
than the Accounting HALF was!!
Had I not stuck a stake in the
ground, studied for & taken the exam and generated all that
Financial Services revenue over the years, I would of had a
much smaller firm AND lost out on MILLIONS in
revenue AND MILLIONS in Sale Price when I sold it off.
So To Prevent
This From Happening To You, I'm Inviting You To
Let Me TEACH You
To Take The Exam
in a 2 Day Virtual / On-Line Training Class
Here's How It Will Work For
You:
On Wedesday June 9, 2010 I
will start conducting a
2 -Day Training
Class along
with Steve Demas, RIA and Fund Manager of the Archer Balanced
Fund, and we will teach you the essentials for the Series 65
Exam.
To save time and money, the
training will be a Virtual, On-Line Class where you
will participate from your home or office, via the phone and
internet. No driving, flying, hotels or being away from
your family at night!
[ NOTICE:
For members of my Inner Circle Coaching Program this class
will be 4 days and includes the below Day 1 Current Practice
Development training and Day 4 Investment Advisor Business
Development training, as part of your $400/month 12-month
Coaching Program. If you are not part of my Coaching
Program, call 800-800-1776 x52 for details or
click here for the
next start date info. ]
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Day |
Date |
Class
Description & Schedule |
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Day 1 |
Tue.
June 8 |
Fly into Indianapolis
International Airport in the morning
Session begins
after lunch on current Practice Development:
Acquiring another or your first practice, how to run
your practice effectively, strategies & systems for
growing your practice.
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Day 2 |
Wed.
June 9 |
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Morning - Investment Advisor
Business Development.
Internet marketing,
adding business valuations, dental practice
targeting, marketing your investment management
business to
existing and new
clients. |
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Afternoon - Series 65 Investment Advisor Exam
Training Class |
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Day 3 |
Thr.
June 10 |
All Day - Series 65
Investment Advisor Exam Training Class
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Day 4 |
Fri.
June 11 |
Morning - Series 65
Investment Advisor Exam Training Class
End around noon, have
lunch and fly out of Indianapolis
International Airport in
the afternoon.
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What Your
Training Class Fee Covers
We will provide training
materials, teach you and pay for FINRA, your SEC registration
& license. Here's how it will work:
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When you register with me
(below) you’ll be sent your U4 to complete and return PRIOR to
taking this Training Class.
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You'll send the U4 back to me
for review (I can help you with this also).
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I will call and talk with you to
tentatively schedule your ACTUAL Series 65 EXAM date
AFTER our training class.
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Then I will file an
electronic Form U-4 with FINRA where they will open a
120-day window within which we'll schedule your exam.
Click here for
FINRA test locations near you.
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I will send you study
materials to review prior to the training that starts
Wednesday, June 9.
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You'll participate in the
2-day training program from June 9 through June 10.
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Then you'll sit for your
Series 65 at a physical test location near you.
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After you pass, you'll begin
marketing financial services to your existing clients!
It's that simple.
As I said above, although the
test is not a gimme, the hardest part of this process is
DECIDING to allocate YOUR time to do all this and actually
STUDY for it. That's why I've developed this class.
To figuratively walk you through the process step-by-step.
Plus with the 4th day of
training on the MARKETING aspects, you literally JUMP START
this process as you'll have the marketing knowledge BEFORE you
take the exam so you after you're licensed you can hit the
ground running.
Here's What To
Do Next -
REGISTER BELOW
The cost of the training class
is $995.00. Again that includes your training
materials, instruction by myself and Steve Demas, the FINRA
class registration, your SEC registration & license.
Plus on Day 4 you'll learn how I sold Financial Services to my
clients in my $6 million dollar firm and how I do the same
today.
Also each session will be
RECORDED so if you are late or happen to miss part of a day
because of an emergency at the office, you can listen to the
recording and fill in what you missed.
If you've ever thought about
selling financial services as part of your CPA or Accounting
Firm but just didn't pull the trigger, then NOW is your
opportunity! I've laid out the road map, now you just
have to take the first step down it. Complete the form
below and I'll contact you on the phone number you leave so we
can plan out your Series 65 Exam date and location after you
go through training!
Register Here - Fill In Your Contact
Information Below
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The
Biggest Challenge In Becoming An Investment Advisor
Representative (So You Can Sell
Financial Services To Your Clients) is Actually
Setting Aside The Time To STUDY FOR
AND TAKE The Series 65 Exam!