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On-Demand Courses to Help You Shift More Prospects Into Clients

Everything you need to grow your financial practice and get more clients from referrals

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Ever Wonder if Youโ€™re Missing Anything in Your Meeting Process?

  • Have you ever lost a client you thought you had closed?
  • Are you not getting enough referrals?
  • Wondering how to make your meetings more efficient?
  • You’re not alone and we are here to help. 

Life is too short to wake up just one time at night wondering if you are missing something in your meeting process.


Have a question? Talk to a rep.

Learn How To:

  • Build better relationships with your clients
  • Get more referrals from clients
  • Turn more meetings into closed deals
  • Ask the right questions
  • Be the financial hero

This interactive course will answer all your questions and provide answers to questions you may not even think to ask.


Have a question? Talk to a rep.

The Best Teachers Make it SIMPLE and FUN

About the Instructor, George Wells;

Once an engineer, always an engineer … After years designing automobiles, Wells, being a process oriented visionary, severely disrupted an admittedly archaic industry.

 Retirees have accepted status quo too long, they can have a better experience with their retirement plan equipped with education. 

Inspired to see retirees feel freedom in retirement, he created and maybe more importantly, continues to create educational programs to effect a better retirement experience.

George Wells is the author of the book, Think Differently, a podcaster, and contributor to Fox Business, Crain's, Wall Street Journal, NPR, CNBC. 

Why Should I Try Shift Methods?

→ In addition to your free access, I am emailing you my FREE "yellow lights" PDF download which has supercharged closing effectivity for many advisors. 
 → The free PDF also includes key insights about the most powerful question you can ask savers during the interview process.
Get Free Access

Known for Making the Complex Simple

Education is the Most Powerful Weapon


5 Days Worth of Videos for FREE 

  • See your average case size grow by 50%?
  • See your introduction to close ratio grow by 50%?
  • Create powerful positioning in your market. 
  • Reduce your time in the office by 50%?
  • Have a lot more fun serving fun clients?
  • Keep what you like best about your current strategy?

Caution โ€“ May seem subtle but itโ€™s High Impact

Whether you've been in the business for 30 years or are just getting started, this recipe for interacting with prospects will change your life. Think about it, what if you could have your clients talking about YOU with the same excitement they use to talk about new electronic gadgets.

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  • One year of unlimited 24/7 access
  • Access course updates
  • Cancel any time

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