The Waiting Room ALPHA

We had advisor turnover.  As a result, you got churned. 

Understandably, that pissed you off. 

Now, please, let us make it up to you. 

First, The Why:

You already know “The Bubble” is a special place. It’s a tribe. And without every Member’s unique personality, point of view and experience, our tribe is incomplete.   Yes, what I’m saying is that our tribe feels incomplete without YOU.   

And before you go and say “That’s a generic piece of crap”; or “He probably says that to everyone” let me assure you it is not. . .and if you will please keep reading you will see I am prepared to put my money where my mouth is.  Because we keep a list of former Members who we want back.  We checked it twice.  And that’s why you’re reading these words right now. 

Changing Gears. . . 

We messed-up.  We weren’t (and still aren’t) willing to lower our standards for Advisors.  In fact we keep RAISING our standards.  And that lead to turnover.  But that’s not how we messed-up.    We messed-up by not hiring more recruiters sooner, so we could have a deeper bench of talent.  

What I'm Proposing:

I’d like to invite you to participate in a special group we are creating made up entirely of former Members who we want back and who left (we think) because of churn.

We are calling this special group “The Waiting Room~ Alpha”

The Waiting Room~ Alpha is designed to help you keep the momentum going (or restart the momentum) so you can keep growing your firm, increase profitability, stabilize cash flow, improve the firm’s marketing ROI, up-level your staff, offer unique access to key people within HTM to help members of this unique group with your most important strategic decisions, make practical tactical plans and get back more of your time. 

What's Included?

As a Member of The Waiting Room ~ Alpha you will regain access to the following valuable resources: 

  • Live Quarterly Meetings
  • Unlimited Workshops @ Workshopalooza(s)
  • Archives Of Past LQM’s Workshops, etc. 
  • The Extensive HTM Library of Tools, Checklists, Resources, etc. 
  • A Special Monthly Group Call With Tenured Advisors & Key Members From My Own Personal Leadership Team (And Me!) to answer your questions, help you think things through and keep your momentum going & growing until the end of this year.

What's The Investment?

Your financial investment is $0.  I would like to invite you to take advantage of this at no charge as my way to say “I am sorry if we disappointed you”.

For How Long Can I Enjoy All Of This For Free?

I plan to keep this group going until the end of this year. 

That gives you the opportunity to attend the April, July & October LQM’s and/or the May, August & November Workshopaloozas. 

Plus everything else described above.

But if you’re going to take full advantage of this you must act fast because the April LQM begins on Friday April 4th in Chicago.  And I PROMISE the topic is one you will likely look back on years from now and say “That One Made A BIG Difference In My Life”

How Do I Take You Up On This Offer?

Just fill out the form below and we’ll have your last assigned Relationship Manager reach out to welcome you back and get you started.