FREE WEBINAR: Patrick Tucker PRESENTS
Steal My Simple & Proven
7-Figure Financial Advisor Secrets
We will not spam, rent or sell your information.* 
NEXT WEBCLASS @ {{webinar_time}}
countdown
00Hours00Minutes00Seconds
* very limited seating - only 200 spots for each webinar we do... *

Patrick Tucker

Advisor, Coach, Speaker and Author

Only 200 Spots

Very limited webinar...

Patrick Tucker

Advisor, Coach, Speaker and Author

Only 200 Spots

Very limited webinar...
What You Will Learn On This Free Webinar:
3 Simple Secrets To Build Your Advisory Business
How To Build Your Advisory Business
WithOUT Selling Products, Picking Stocks or Working 9-5… Ever!
My Simple Process On How To Run A Prospect Meeting
I'll Show You My Crazy Simple Checklist On How To Run A Prospect Meeting In Order To Build Trust And Earn A New Client
The #1 Mistake Advisors Make & How To Avoid It
A Step-By-Step Method For Designing And Launching Your Advisory Business.. Even If You Don't Know Where To Start Right Now
What Other Advisors Are Saying
Become A Financial Advisor - The Easy Way
Becoming a financial advisor doesn't mean being a slave to the big man. Gone are the days of corporations owning our time. I built my 7-figure advisory business working 15-20 hours a week. I homeschooled my kids, coached their sports teams, spend quality time with my wife every day, travel when I want, make my own schedule, and much more because of the freedoms my business allows me to have. 
Exact Business Blueprint
  • 18 Video Modules
  •  17 Chapter Book
  •  Extensive list of resources after each chapter for continued learning
  •  11 PDFs, business processes, how to's, and more
  •  Guest classes taught by industry leaders
  •  Mastermind community
  •  Exclusive invites for in-person events
What You Learn
  •  How to launch your RIA firm
  •  How to start from scratch
  •  How to transition from a broker to a fee-only financial advisor
  •  How to design and operate an elegant business model
  •  How to grow your business
  •  Investment management
  •  Navigating compliance
No More
  • 9-5 workdays
  •  Being a slave to the job
  •  Running on a commission gerbil wheel
  •  Wondering if you'll make your sales goals
  •  Answering to a boss
  •  Being a sleazy sales guy
  •  Selling products you don't believe in
  •  Wasting your time
Become A Financial Advisor - The Easy Way
Becoming a financial advisor doesn't mean being a slave to the big man. Gone are the days of corporations owning our time. I built my 7-figure advisory business working 15-20 hours a week. I homeschooled my kids, coached their sports teams, spend quality time with my wife every day, travel when I want, make my own schedule, and much more because of the freedoms my business allows me to have. 
Exact Business Blueprint
  • 18 Video Modules
  •  17 Chapter Book
  •  Extensive list of resources after each chapter for continued learning
  •  11 PDFs, business processes, how to's, and more
  •  Guest classes taught by industry leaders
  •  Mastermind community
  •  Exclusive invites for in-person events
What You Learn
  •  How to launch your RIA firm
  •  How to start from scratch
  •  How to transition from a broker to a fee-only financial advisor
  •  How to design and operate an elegant business model
  •  How to grow your business
  •  Investment management
  •  Navigating compliance
No More
  • 9-5 workdays
  •  Being a slave to the job
  •  Running on a commission gerbil wheel
  •  Wondering if you'll make your sales goals
  •  Answering to a boss
  •  Being a sleazy sales guy
  •  Selling products you don't believe in
  •  Wasting your time
Who Is This Training For?
New To The Industry
  •  Learn how to get your series 65 license
  •  The best launch plan for your unique situation
  •  How to find an older advisor to work for
  •  How to take over someone's book of business
  •  How to find clients
  •  How to onboard clients
  •  How to master the art of behavioral-based financial planning.
Financial Broker
  •  How to get your series 65 license
  •  How to transition from the big firm
  •  How to review your employees contract with an attorney
  •  How to avoid any lawsuits during your transition
  •  How to legally move your book of business
  •  How to onboard your clients
  •  How to put clients in portfolios that are transferable when you're ready to make your move
Struggling Advisor
  •  How to evaluate your business
  •  How to identify what's working
  •  How to clean your processes up
  •  How to operate more elegantly
  •  How to work less hours a week
  •  How to cut expenses
  •  How to update your office
  •  How to use technology to set yourself apart
  •  How to attract the right types of people to your business
Who Is This Training For?
Financial Broker
  •  Learn how to get your series 65 license
  •  The best launch plan for your unique situation
  •  How to find an older advisor to work for
  •  How to take over someone's book of business
  •  How to find clients
  •  How to onboard clients
  •  How to master the art of behavioral-based financial planning.
New To The Industry
  •  What resources to take for your series 65 license
  •  How to transition from the big firm
  •  How to review your employees contract with an attorney
  •  How to avoid any lawsuits during your transition
  •  How to legally move your book of business
  •  How to onboard your clients
  •  How to put clients in portfolios that are transferable when you're ready to make your move
Struggling Advisor
  •  How to evaluate your business
  •  How to identify what's working
  •  How to clean your processes up
  •  How to operate more elegantly
  •  How to work less hours a week
  •  How to cut expenses
  •  How to update your office
  •  How to use technology to set yourself apart
  •  How to attract the right types of people to your business
13520 California Street, Suite 200
Omaha, NE 68154
info@truemeasure.com
402.342.1400
Copyright 2018. True Measure Advisors, LLC (“True Measure”)