Introduction
Global Mobile Advisor
Coaching Program
Ashley Murphy GFP (USA/AUS) CFP® AIF® will share with you the strategies, tips and content he used to grow Arete Wealth Strategists Australia's AUM by almost 400% in 3.5 years all while moving overseas and getting in the best physical shape he's ever been in.
Some of the topics that will be addressed in the coaching program include:
- Identifying the specific planning issues that confront high net worth international and cross-border clients that motivate them to want to work with you
- Choosing a niche and business model that works for your business, your life and allows you to run a location independent RIA
- Scaling and streamlining your client onboarding process for maximum efficiency
- Using a client surge meeting process and time-blocking to get back months of time every year
- The content and webinar marketing strategies employed by Arete Wealth Strategists to keep a fully stocked pipeline (122 prospective client appointments 2021 YTD) and how AWSA is able to charge $500 for a prospective client Fit meeting
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GFP (USA/AUS), CFP®, AIF®
Ashley Murphy, GFP (USA/AUS) CFP® AIF® is a tri-citizen of the USA, Australia, and the UK. Ashley is the founder and Principal of Arete Wealth Strategists Australia (AWSA), a fee-only financial planning and investment management firm for Australians in America, and Americans in Australia and the Founder and President of the Global Financial Planning Institute. The GFP Institute is an organization founded to provide education, community, tools/resources, and ongoing research for fiduciary financial advisors and affiliated professionals worldwide who work with clients whose financial lives cross borders.
"I am committed to coaching participants obtaining the same exponential growth in their personal and professional lives as I did."
Overview
Practice Management
Come to an understanding of your priorities and learn how to optimize your schedule to work less throughout the year.
Prospecting & Fact Finding
Advisors scale by saving time and money. To do this, we teach you how to efficiently refine your prospecting process.
Niche Digital Marketing
Do a deep dive on the customer journey and build a marketing plan that is easily repeatable and brings in new business.
Virtual Client Experience
Learn how to setup a digital-first practice that puts your clients first. Or, hire our business automation partners to do it for you.
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Sign UpTopics
Prospecting & Fact Finding
Client Engagement
Surge Meeting Process
Marketing
Business Model
Client Service Segmentation
Lead Generation
Time Blocking
