GETTING YOU IN FRONT OF MORE PEOPLE...
...AND AHEAD OF THE CROWD
Why "The CCA Method"?
The CCA Sales Method really is the secret behind a science backed sales system that creates demand and renews passion and purpose in what you do. The CCA Program allows Financial Advisors to grow and scale volumes while saving both time and money...
It’s lots of work to differentiate yourself from every other Financial Advisor, let alone successfully compete on rates and terms...and you may believe you do not sound like any other Financial Advisor. We'll show you how to avoid that line of thinking, along with the most common Advisor mistakes, to help you achieve your goals faster.
Bottom Line:
If more freedom and receiving the accolades and appreciation that's so deserved sounds good, we can help!
HOW WOULD YOU LIKE TO
SPEND LESS TIME HUNTING FOR LEADS
AND MORE TIME HELPING CLIENTS?
... We've got that covered.
We bundled strategic planning, resources, lead generation, client fulfillment and retention into the CCA Method, a complete development program that will give you the tools, training and support you need to increase volumes & retain prospects/clients.
You'll Discover:
- How YOU can grow & scale your revenues
- How YOU can save time in your schedule
- How YOU can work with less stress
- How YOU can grow client volumes
SOME OF THE GOODIES YOU"LL GET WITH THE CCA SALES SYSTEM INCLUDE...
TRAINING, BUSINESS TOOLS & RESOURCES, UNIQUE SALES ADVANTAGE...
INNOVATIVE SALES APPROACH
Stop selling
Start enriching
Initiate helping
Start discovering
DIFFERENTIATE YOURSELF FROM THE CROWD
Stand out from
the crowd
and truly become a
preferred name
GAIN DEEPER PURPOSE
Begin to care again
What you do can make
a significant difference
in the lives of your clients
DEVELOP A PASSION
Gain immense appreciation
for being able to truly help
others in a way you never
thought possible
WEEKLY CLIENT ENGAGEMENT
Stay relevant with
current, past and future
leads, prospects, and
clients
IMPACT LIVES
Make a real difference
in the lives of those
you look to help
by enriching their lives
BUILD A BASE
Gain immense appreciation
for being able to truly help
others in a way you never
thought possible
AVOID BOOM AND BUST
CYCLES
Maintain a steady
stream of prospects
regardless of interest rates
or the economy
GROW REVENUES
You will make more
money when you
begin to truly have a
greater impact on people
LET US SHOW YOU HOW TO
ROCK HIGHER CLIENT LEVELS WITH
THE CCA METHOD...
The secret to going from stuck, exhausted, and stalled to a successful
Financial Advisor is all about reaching more people and working smarter, not harder, by having the right sales message and the business tools, training, and resources.
We solve your problems in one place.
BEFORE WE EVEN EXPLAIN,
CHECK THIS OUT...
we believe in making your life easier...
AND THAT MEANS NOT TRYING TO DO EVERYTHING YOURSELF
The key to maximizing the hours in your day and being more productive isn't to strap in and work harder... It's actually to equip yourself with the tools, training, and resources to do it better.
We handle more than just coaching and marketing. We are experts in understanding what clients want, how to differentiate you, elevate your service, and tons of other smarter-not-harder stuff.
SELL MORE AND RETAIN CLIENTS WITH THE CCA METHOD.
WE ALSO BELIEVE IN HELPING OTHERS...
THAT'S WHY WE SET OUT TO HELP YOU IMPACT THE LIVES OF CLIENTS
The CCA Method uses a unique Discovery Plan to help you help those you serve. This is our passion and purpose.
It is our mission to help you bring more value to the lives of millions of people by helping to reduce financial stress, liberate money, obliterate debt, and retire wealthy.
AND FINALLY...
WE BELIEVE IN CONSTANT IMPROVEMENT AND CHANGE FOR THE BETTER
The way financial services are being sold is changing. We know and understand that change is a constant in the financial industry. This is why we partner with members to improve not only the way they interact with clients but also to improve the way we help you. This requires of team of dedicated like minded individuals all working towards a common goal... to enrich your life by helping to enrich others.
WHEN YOU JOIN THE CCA PROGRAM
YOU ARE GOING TO GET...
YOUR OWN CCA PLATFORM
You will have your own lead-prospect-client dashboard that is designed to help track individuals inside your database. Save time with automated emails streams to stay relevant with your database. 100% compliant with your brokerage as no “selling” or product specific information is shared. Simple motivational and engaging marketing with prospects and clients.
VALUE: $260/month
THE CCA UNIQUE SELLING PROPOSITION
Stand out as a preferred financial or real estate professional using a unique client engagement tool that will help your clients to reduce financial stress, have more money, and live their dreams.
VALUE: $200/month
CERTIFICATION TRAINING
Members have unique online access to training leading to certification as a Cashflow Advisor with the Institute of Certified Cashflow Advisors. Have confidence helping your clients in ways your competition only dreams of. Even in difficult economic times, you can truly help your clients achieve their goals, dreams, and ambitions.
VALUE: $208/month
ACCESS TO THE LIGHT RAY BUSINESS ACADEMY
(limited to Accredited & Professional Plans)
Learn how you can double or even triple your revenues while growing a business to $1 million in revenues. Weekly e-coaching provides you the education and support to help you become more successful.
VALUE: $150/month
DONE-FOR-YOU AUTOMATION
Stay connected with prospects and past clients through consistent marketing that is designed to connect and encourage. Increase your visibility by having done-for-you landing pages and guides featuring you as the expert! Unique landing pages for you to promote yourself. Boost your online presence and help you to be in front of more prospects.
VALUE: $230/month
READY-MADE MARKETING
Brand yourself while staying connected to your most valuable marketing asset … your clients. Do not leave to chance that they will remember you. Receive ready-made daily, weekly, and monthly materials that will save you time and maintain front of mind awareness with prospects and clients.
VALUE: $100/month
SALES AND ACCOUNTABILITY COACHING
(limited to Accredited & Professional Plans)
Become more profitable and productive while growing a successful business. Engage with up to 7 strategies that focus on acquiring more clients every month. Develop systems that will put you ahead of your competition and make you the preferred choice with clients and referral partners.
VALUE: $500/month
NO CONTRACT REQUIRED
We prefer NOT to be one of those companies who try and lock you into a long-term commitment. Nor do we like the concept of nickel and diming you for service. We are confident you will value the CCA Sales System as an integral part of your business. We will not hold you hostage if for any reason you are not happy using the CCA System.
WHY STOP THERE? YOU WILL ALSO
GET THESE BONUSES
BONUS ITEM #1...
BUSINESS DISCOVERY PLAN
If you really want to grow and scale your business, you'll love the Business Discovery Plan! This could easily sell for $750.00, but you get this plan free when you order today.
You will receive one-on-one strategic planning in a custom discovery plan designed around your personal business goals. Develop a unique selling advantage; discover how to cut hours out of your work week; target high ROI lead channels; position revenue targets to meet profit objectives.
Value of: $750.00
BONUS ITEM #2...
DISCOUNTED OBOARDING
(limited to Accredited & Professional Plans)
We believe in investing in our members success. For this reason we brand you as the expert. We also want to make your life easier. Many of the resources you have access to are custom branded and designed with you as the star! We are here to support you and make you stand out in the crowd. For a limited time we are covering half the set up cost as our team dedicates hours to ensuring you are ready to rock!
Value of: $100.00
BONUS ITEM #3...
CUSTOM LANDING PAGES
You may or may not have your own landing page. We help increase your online exposure by providing you with your own custom landing page. Some FA's pay up to $2,700 to acquire a custom website. We want to ensure you have a place to drive leads and have them qualified and reaching out to you for help. It is vital that you have an online presence. We take care of this for you.
Value of: $750.00
BONUS ITEM #4...
CUSTOM GUIDES
Your clients expect to deal with someone who is qualified and knowledgeable. They anticipate your guidance through what can be a scary and complicated process. Make them feel at ease with guides that help reduce financial stress, liberate money, obliterate debt, focus on their priorities, and help them retire wealthy. They will thank you for the direction you provide in improving and enriching their life (limited to Pro Plan).
Value of: $200.00
Let's Recap What You'll Get WhenYou Start This Program Today:
Pro Program Has A Total Annual Value: $21,580.00
GET STARTED TODAY FOR $47:
$1,197/month Professional Program
Choose the program that best fits your level of experience & development.
This would easily cost you thousands for all the value we've packed in above...
But you can get started right now on all the training with a RISK-FREE TRIAL!
Choose Your Plan
Sign up for the plan that fits your needs perfectly.
| Growth | Accelerator | |||
|---|---|---|---|---|
| Recommended # of Contacts | 500 | 2,500 | ||
| Text/Phone per minute Credits | 2,000 | 5,000 | ||
| Additional Text/Phone Per Minute Credits | $0.02 | $0.0175 | ||
| Aging Notification in Stages | 7 | 10 | ||
| Automation Rules (Triggers) | 5 | 10 | ||
| Team Members | 1 | 3 | ||
| Sales Funnels | 10 | 20 | ||
| Landing Pages | 10 | 20 | ||
| Campaign Workflows | 5 | 10 | ||
| Done for you Email Campaigns | ✓ | ✓ | ||
| Reports | ✓ | ✓ | ||
| Appointment Scheduling | ✓ | ✓ | ||
| Custom Deal Milestones (Card Stages System) | ✓ | ✓ | ||
| Email Tracking | ✓ | ✓ | ||
| 2-Way Email Integration | ✓ | ✓ | ||
| 2-way Telephone | ✓ | ✓ | ||
| Post-call Automation | ✓ | ✓ | ||
| Call Recording | ✓ | ✓ | ||
| Automated Voicemails | ✓ | ✓ | ||
| Contact Level Analytics | ✓ | ✓ | ||
| Email & Text Templates | ✓ | ✓ | ||
| Marketing Automation | ✓ | ✓ | ||
| Mobile Optimized Marketing | ✓ | ✓ | ||
| Ready-Made Newsletters | ✓ | ✓ | ||
| Mobile App | ✓ | ✓ | ||
| Custom Data Field | ✓ | ✓ | ||
| Calendar Reminders | ✓ | ✓ | ||
| One on One Coaching | X | ✓ | ||
| Reputation Builder | ✗ | ✓ |
IF YOU STILL HAVE
QUESTIONS...
Can I cancel at any time?
Yes. We believe so much in the value of our program that we allow you to cancel at any time.
How quickly will I see results?
Our goal is to get you results asap. We are dedicated to your success. For this reason we look to have you engaged using the CCA Method within weeks.
Is my information kept private?
Absolutely. We value the nature of the industry and information you share with us stays between us.
Still have questions?
Schedule a call. We welcome the opportunity to discuss one-on-one with you the benefits of the CCA Method and explore if we are the right fit to help you take your business to the next level.
Begin growing YOUR business with a RISK-FREE trial
You will have a team of dedicated professionals helping YOU grow and scale YOUR volumes and revenues. YOUR license does not change. YOUR brokerage does not change. YOU simply become more successful where YOU are.
Let us help YOU in a RISK-FREE trial. YOU can begin to help more people achieve their financial dreams when YOU begin using the training and the done for you tools inside the certification program.
