But you’re struggling to find your ideal client in the first place.
And when you do find them — you’re losing clients you should be winning.
That’s just not right.
We teach you exactly what to say and do so that you win each one.
What you get: more prospects leaning in, right from your first sentence.
Whether it’s by phone, Zoom, or in person…
How do you quickly build trust?
How do you connect with the right pain point?
How do you confidently schedule the initial visit?
We teach you exactly what to say so prospects are excited to meet with you.
What you get: more visits on your calendar, with the right prospects.
Whether it’s in person or on Zoom…
How do you position yourself as the specialist?
How do you confidently explain your fee?
How do you guide the conversation?
How do you create clear next steps?
What you get: more prospects who say yes, and a business that grows because of it.
Most advisors start here.
You’re great at what you do. You’re just bad at describing it — and it’s costing you ideal clients.
In one interactive hour, Derrick gives you the three sentences that fix that. $1,500 — credited toward coaching if you sign within 30 days.
He knows what it feels like to work hard, do great work, and still feel overlooked by the clients he most wanted to attract because he’s been there too.
By discovering a simple way to connect with prospects quickly, he became the top fee-based advisor at a national broker-dealer with over 10,000 advisors. He built Derrick Kinney and Associates from scratch into a Top 1% advisory firm — with four locations across Texas — and exited in a nearly 8-figure deal.
Today, he teaches advisors the exact words that got him from overlooked to overbooked.
