The ICCA Business Development Program Positions YOU to Reach 70 to 90% of the Market, While Others Chase Just 1 to 3%.
Discover the Advantage!
Our mission is to help members grow & scale their influence by improving the life of those they serve.
It’s lots of work to differentiate yourself from every other advisor, let alone successfully compete on rates and terms...and you may believe you do not sound like any other agent or advisor. We'll show you how to avoid that line of thinking, along with the most common 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 CONVERTING 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 YOUR 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 VOLUME LEVELS WITH
THE CCA METHOD...
The secret to going from stuck, exhausted, and stalled to a successful
Advisor is all about REACHING more people and elevating your POSITION. Working smarter, not harder, by having the right message and the business tools, training, and resources.
We solve your problems in one place.
BEFORE WE EVEN EXPLAIN,
CHECK THIS OUT...
FULFILL YOUR DREAMS
SELL MORE AND RETAIN CLIENTS WITH THE CCA METHOD.
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.
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 Americans 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 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...
DATA & CONTACT MANAGEMENT
The CCA platform is designed to prepare you and your business for the next level of growth. The platform is a reminder to work “on” and not just “in” your business. Easily centralize your database. Staying connected with your prospects and past clients. Set up reminders under “tasks” and organize your follow up business. Keep “notes” on prospects and clients to build better relationships.
VALUE: $150/month
THE CCA UNIQUE SELLING PROPOSITION
The USP in the CCA Sales Program (the CCA Discovery Plan) is a custom tool providing you with a unique advantage in your marketplace. What will set you apart from all your competition is not best rate, best service, or a friendly demeanor… that is expected. Rather, what will make you unique and truly the “preferred” individual to deal with is how you enrich the lives of those you serve. The CCA Discovery Plan provides 5 benefits for your prospects and clients.
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: $1,000
READY MADE & DONE-FOR-YOU MARKETING
Create front-of-mind awareness within your database of leads, prospects, and clients by staying connected through consistent marketing that is designed to entertain, inform, and encourage. Do not leave to chance that they will remember you. Increase your visibility while featuring you as the expert!
VALUE: $200/month
WEBSITE & LANDING PAGES
Custom landing pages provide an innovative approach for you to engage with clients. Your CCA custom landing pages legitimize your business and provide leads with a range of information beyond the standard “about me” pages often used within the industry. Within your CCA landing pages are links to any existing web pages you currently have. Several client focused guides are available to site visitors that funnel into your database as potential leads.
VALUE: $100/month
STARTEGIC BUSINESS PLANNING
Become more profitable and productive while growing a successful business. Learn the 10 core business fundamentals and obtain a 1-page business plan that provides you with key objectives to achieve your goal.
VALUE: $1,500/up front value
PIPELINE TRACKING
A lead/prospect tracking system is fundamental to any business. Your business is far too important to leave to chance. The CCA Platform provides you with simple to use tracking pipelines. These pipelines are designed to keep your business on track and provide a visual image of your progress.
VALUE: $100/month
Facebook Ads Suite & AI Calling Technology
Build leads on autopilot using the suite of proven facebook marketing ads and AI Chat Bot. Avoid the headaches of creative designing and struggles of managing the detailed ads manager of Facebook. Simply access and in 5 clicks be up and running with proven to work ads and have ai making the initial calls to prospects. A simple way to build your lead base.
VALUE: $200/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.
Let's Recap What You'll Get WhenYou Start This Program Today:
The CCA Program Has A Total Annual Value: $12,600.00
GET STARTED TODAY FOR $249/Month
And for Limited Time Save the Setup, Onboarding, and Certification Cost ($1,250) with the Standard Plan.
Grow and Scale your Business by
Elevating Your POSITION and
Expanding Your REACH!
This would easily cost you thousands for all the value we've packed in above.
Elevate Your POSITION And Expand Your REACH
Embark on your path to success with our comprehensive Business Development Program. For just $249/month (Standard Plan), and for limited time save on the certification, onboarding, and setup cost of $1250. Gain access to an array of exclusive tools and resources tailored to empower financial professionals like you.
Join us and revolutionize your business with the tools and support you need to thrive.
Unlock Your Potential: Exclusive Membership Plans
CCA Members can explore our tailored membership plans designed exclusively for committed CCA members aiming to elevate their business to new heights. Choose between Base, Growth and Elite plans, each offering specialized resources. Base and Elite plans offer personalized CCA business coaching. Take your success journey to the next level with plans crafted to meet your growth aspirations.
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 Today!
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 scale your volumes. 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.
