LEARN HOW TO BECOME A CATEGORY OF ONE TODAY!
BECOME A CATEGORY OF ONE ADVISOR
Become A Category Of One Advisor Today
Become A Category Of One Advisor Today
If you don’t have a predictable, repeatable way to bring in profitable new clients, your business is at risk. Most advisors rely on outdated tactics like seminars, dinners, networking, & mailers—only to be disappointed by inconsistent results. We fix that permanently. Whether you’re an introvert or a seasoned rainmaker, we’ll show you how to attract ideal clients in a way that feels natural, comfortable, and even fun.
Most advisors believe the key to conversion happens once a prospect walks into their office—but by that point, the decision is already 80% made.
The real conversion happens before the meeting. It’s in those early conversations—when trust is built, pain is revealed, and opportunities are considered—that prospects decide whether you’re the right person to help them.
FACT: People don’t refer average experiences.
HARD TRUTH: If you’re not getting 2–3 referrals per client per year, your service isn’t exceptional—no matter how hard you’re working.
Referrals are the ultimate scorecard. If you’re not seeing the volume you want, the issue isn’t marketing—it’s how your service is being experienced. We’ve seen it over and over: when service levels rise, referrals follow.
"Allowed me to live my Ideal Life"
"Jeff was my accountability coach throughout my journey to building my business, being "done". And facilitating a process to allow me to live my Ideal Life. Jeff is a thoughtful and caring coach with a style that is truly on of support. encouragement.. as well as the ability to provide a swift kick in the rear - as appropriate." ."
- Brad Berger, USA Advisor
"My life changed forever"
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"Highly recommend this"
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Innovation
Fresh, creative solutions.
Integrity
Honesty and transparency.
Excellence
Top-notch services.
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