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PRIVATE ADVISOR TRAINING SERIES

CONVERT MORE SEMINAR ATTENDEES INTO APPOINTMENTS, SHOW-UPS, AND CLOSED BUSINESS.

A 3-part training series for advisors who want to maximize seminar success and hit the $10M mark.

EXCLUSIVELY FOR

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A PRIVATE OPPORTUNITY FOR MY MALE CLIENTS...

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Charlie Klarskov 

CEO, Workshops For Retirement

After serving more than 400 advisors, I know how much pressure men in this business carry. You invest in seminars,  you carry the weight of production, and when the room is full, the responsibility is still on you to turn that opportunity into real business. That is why I invited Solay Rad to lead this private Mini SCALE training. Solay is a world-class men’s coach and a million-dollar financial advisor who understands the advisor, the room, the pressure, and the psychology of turning interest into appointments, clients, and production. My company helps you fill the room. I brought Solay in to help you get more money from the seminars we create together. Take this opportunity seriously.

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YOUR SEMINARS ARE FULL. SO WHY AREN'T MORE PEOPLE BOOKING?

You may be losing appointments because you are not leading the room correctly.

You may be losing appointment show-ups because the commitment was too weak.

You may be losing closes because the prospect never fully trusted your authority as a man. 

You may be capturing a small portion of the portfolio because you are not building enough emotional momentum.

You don't have a lead problem you have a conversion problem.

WHAT YOU'LL LEARN IN THIS 3-PART TRAINING SERIES.

1

SESSION 1

WHY FINANCIAL ADVISORS LOSE SEMINAR SALES THEY SHOULD HAVE CLOSED

Learn where financial advisors commonly leak trust, authority and commitment. Supercharge the signup ratios of every presentation you give from now on.

2

SESSION 2

HOW TO ENGINEER A 40%+ APPOINTMENT SIGN-UP RATIO

Learn how to structure the seminar experience so the appointment feels like a natural next step, not a forced sales ask at the end.

3

SESSION 3

HOW TO INCREASE OFFICE SHOW-UPS TO 80% AND CAPTURE 70% OF THE PORTFOLIO

Learn why no-shows are often a commitment problem and NOT a reminder problem -- and how to create deep commitment before the prospect ever reaches your office. 

THIS TRAINING IS FOR YOU IF...

  • You are actively using seminars to grow your business. 

  • You want more attendees to request appointments.

  • You want more booked appointments to show up to your office. 

  • You want to become more confident and commanding in the room.

  • You want to improve seminar ROI without spending more on marketing. 

  • You are a man who wants to achieve the $10M mark. 

THIS TRAINING IS FOR YOU IF...

  • You are not currently running seminars.

  • You are looking for a passive course that you can watch later.

  • You are unwilling to examine your own presentation and sales process.

  • You only want more leads and you don't want to improve conversion.

  • You are not serious about growth.

Solay Rad

TAUGHT BY AN ADVISOR WHO'S DONE IT

SOLAY RAD

Solay Rad is the Founder of Men of Means and creator of S.C.A.L.E.,  a performance-based personal and professional transformation program specifically designed for financial advisor MEN who want to grow their personal practice to $10M.

$10M

IN ANNUITY

PREMIUMS

$1M+

ANNUAL

REVENUE

40%

APPOINTMENT
SIGN-UP RATIO

80%

OFFICE

ATTENDANCE

50%

CLOSING

RATE

70%

PORTFOLIO
CAPTURE

Mr. Rad immigrated to America as a war refugee and, by age 34, was consistently producing $10M+ in annuity premium as a solo independent financial advisor with no staff.  He understands what it takes to build real production under pressure.  Today, he teaches advisors the methods that helped him scale, and has trained over 300 men in personal development, sales leadership, and business growth.

Singup

RESERVE YOUR SEAT

This is a private training series with limited live spots.

Reserve your seat now to secure your place. 

We will not be sending you a recording of the call if you miss it.

3 LIVE SESSIONS

Real-time training, Q&A, and advisor interaction.

PRIVATE NETWORK

Only advisors from Charlie's trusted network.

LEARN FROM TOP ADVISORS

Learn from others who are winning in the field.

FREQUENTLY ASKED QUESTIONS

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THE ROOM IS ALREADY FULL. 
NOW LEARN HOW TO CONVERT IT.

You already spend money bringing prospects into the room, now its time to lead with more authority, confidence and conversion power.

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