JUST WHAT IS A DARK HORSE?
We get this question all the time. Why are you calling me a Dark Horse? What is a Dark Horse? I'm not a Dark Horse.
If you studed English Literature, The Dark Horse Paradigm comes from the Young Duke. If you've heard it on the street, Dark Horses are underdogs in the race. They are betted on to lose and lose in last place.
AM I A DARK HORSE?
Dark Horses are unknown, doubted, and ignored by their prospects. For some reason, they can't get their practice to be consistent, let alone off the ground. If you feel like this is your practice, chances are you are a Dark Horse.
Maybe you've been producing business for the same amount the same number of years as the guy who's been doing it for 20, but you got there faster. Still, nobody at your IMO conference notices you. No one has hitched their wagon to yours. You're still feeling that loneliness, you've always felt in this business. You could be a Dark Horse.
WE BUILT FINANCIAL MARKETING FOR DARK HORSES
Does your Marketing company tell you to do the same thing year after year with no reason or rhyme? Nothing gets better. You keep asking them and they say do more, do more. Yet they keep all the IP and all your time.
We are the best in business as financial education and positioning our advisors as financial educators. Our Advisors are taught to lead rather than sell. They do what's in the best interest of the client. Why? Because leadership is how they succeed. By serving other dark horses, unknow high net worth clients, they will rise to the top of their game.
IMAGINE THE DARK HORSE HAS WON THE RACE
Personal Practice Coaching
What does their competition think when a Dark Horse who won the biggest race of all, steps up to the blocks again. Don't mess with the Dark Horses. They've done what it takes to succeed and ended their complacency.
DARK HORSE FINANCIAL MARKETING SERVICES
Financial Branding, Financial Literacy Marketing and Practice Coaching
TRUE PRACTICE COACHING
Awaken Your True Practice
Mastery of your practice begins with the fundamentals. In this coaching program, advisors will get a deeper understanding of how they are performing at the basics of running their outreach, onboarding, and retention of clientele.
BRANDING & POSITIONING ANALYSIS
Empower the Top Advisor Within
If you have the fundamentals nailed down. We can help you unlock your potential by identifying your personal and financial brand. In this program, we can help you identify your ideal client and present a branding strategy to capture more of them.
PARTNER WITH OUR PLANNING DESK
Thrive with Consistent Best Interest Planning
Organizations who are producing at high revenue levels and still haven't broken through the ceiling of stagnation can utilize our financial planning desk. Here we have trained staff who can build full plans for your clients that put their best interests first!
GET THE BASICS
Financial Marekting Fundamentals for Every Practice
ADULT EDUCATIONAL WORKSHOP MARKETING
Our workshops give you the basic content to teach financial literacy while providing you the partnership you need with a financial brand to make your message pull audiences in and not push them away.
OMNI CHANNEL MARKETING
Our integrated marketing combined with the tailored financial brand will bring more clients to you with a higher success rate. Rather than just one or none marketing.
We help you set up the basics of LinkedIn and Facebook and teach you how to use it with your current client and prospect data to produce referrals, COI's, and opportunities for new business.
GOAL IDENTIFICATION AND TRACKING
Tracking your blue chip activities is crucial to knowing how to improve. We help you do this through our coaching platform. That way you always know where you stand and how we are doing in serving your business.