A Proven System
For Dramatically Growing Your Financial Advisory Practice

We are consultants and coaches for financial advisors and insurance agents.

Let us personally help you get more leads, more transactions, and more profits- while equipping you with all the tools and skills required to grow a modern financial practice.


When trying to build a thriving practice, why do so many financial professionals work way harder than they need to?

While working with hundreds of financial advisors all across the country, we discovered that:


Most financial advisors try to sell to everyone and anyone.  They fail to focus on a lucrative niche.

They mistakenly believe that if they focus on a particular group, they will lose prospects

As a result, no one sees such an advisor as special, just a commodity that's to be bought at the lowest price.


Most financial advisors are unprepared and wing it.

They don't have a well-rehearsed script or memorized outline for most common situations.

As a result, they tend to ramble, get off the track and confuse the prospect. A confused prospect never buys.


Most financial advisors fail to invest in becoming skillful at growing their business.

​They try pray and spray marketing. They look for some kind of silver bullet (which does not exist).

They think of coaching and consulting services as an expense when in fact these services are investments that pay back way more than you put in.


Most financial advisors waste their time on obsolete or ineffective marketing.

They see frustratingly few results because they don't have a strategic marketing plan that...

  • creates a market dominating position
  • has an intriguing elevator talk
  • focuses on their lucrative niche
  • automates many of their processes
  • grows their business substantially step-by-step


Most financial advisors talk about themselves instead of their clients and prospects.

They think the way to attract new clients is to talk about how good they are. They showcase their awards and achievements. They write a lofty mission statement.

They don't understand that people only care about themselves and that advisors need to talk about their prospects hopes, desires, fears and challenges in order to connect and be heard.


Most financial advisors when asked "How to do that?," bore their prospects with endless details about
their processes.

These financial advisors fail to have a collection of exciting real life stories to tell when asked that


Most financial advisors have the wrong mindset about getting referrals.

They think they are asking for a favor and feel like they are begging. They forget they are offering a valuable service and fail to realize they are doing a favor for their client and his friend.

Most advisors don't understand the best time ask for referral is not when they need a new client, but the best time is when the client expresses happiness with their service.

Marketing Mastery Consulting is our proven, effective system that gives financial advisors and insurance agents a step-by-step roadmap and the necessary support to build a thriving practice.

Our past clients applaud our services highly because MMC produces great results.

When you're tired of working so hard for the results you get and you're ready to work smarter not harder, take this next step:

Talk to Stan about how you can get all the leads, conversions and ideal clients you need to build a lucrative practice that provides a soul-satisfying lifestyle for you and your family.

We provide World-Class, Step-By-Step Internet Marketing and Business Building Content.

A complete diagnostic on your practice with a customized marketing roadmap to follow (removes all the guesswork). All delivered straight to your inbox.

Schedule a quick, no-obligation call with Stan now.

Copyright 2019, Stan Mann