5 Days Worth of Videos for FREE 

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.

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Think Differently Bonus Audio Links

Bonus audio links exclusive for Audible listeners

If you are like most, you will benefit greatly from the audiobook even if you never get the additional links but if you want those you can find them listed below.

 

Chapter 1

Since the original writing of this book, we have had quite a number of people wanting to initiate the process for ShiftMethods while they are reading. 

You can start here while you are reading the book.

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Mid Chapter 2- Bonus

Would you like to know more about why it makes sense for prospects to respond to a great proposal with some version of “Wow, thank you for doing all this work, it was really nice meeting you!  You’ve given me a lot to think about.  I will take a look at this and get back to you.”  Avoid the ‘thank you, I’ll get back to you’!

Learn the insider secrets behind doing great work FOR your client vs doing great work WITH your client.

Avoid the ‘thank you, I’ll get back to you’ with these insights

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Chapter 3 - Bonus

Remember in the introduction, we talked about keeping the 90% of your process that is working well?  If you are like the many others, you will see that you are much better than what you may think.  Most training encourages you to jump ship from who you are and attempt to embrace a completely different way of doing things.  We have seen from experience this is often the wrong approach.  We believe there is great value in facilitating your own discovery of what makes you who you are.  All of your future progress begins with building on the strengths you have.  You are closer than what you think.  Get free insights to help define the 90% that makes you do well and highlight the 10% that if adjusted over time, can multiply your effectiveness.

Keep what is fantastic about your current process. Go to your free insights.

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Chapter 4- Bonus

‘Yellow lights’ are deal killers.  For more yellow lights and how to avoid them, click below. Are ‘Yellow lights’ stealing your clients?

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End of book

ShiftMethods builds white-label products for companies using their own acronyms and their current processes. They deliver strategies that are tailored to their unique situations, guiding them through the steps they need to follow to improve effectivity without disruption. The videos are the accumulation of experience working with others on skills that have now improved.

Imagine custom training with measurable effectiveness… Let’s get real!

Obviously, you have done a lot of things successfully over the years to get to where you are today. We’re excited for you and for all the opportunity that awaits as you further engage yourself to become the best version of yourself as you think differently.

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Individual advisors

Unlock the hero in you to exceed your success.

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About

A few years ago, I was interviewed by a journalist.  Go to the link below to get details from that interview, along with additional information about how my formative years set the stage for my career in financial servicesand the creation of Shift Methods.

We all have a story that has shaped us.  Find out how my formative years impacted who I am and how it may be relatable to you.

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It's Time to Shift Into Success

With all the chaos and complexity in the financial markets, it has never been as important as now to connect with our clients and prospects to better serve them.

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