The Client Acquisition Machine Has Three GAME CHANGING Components:
The Turnkey System
(Unlike Anything You've Seen)
The Turnkey System: practical working documents, illustrative spreadsheets, engaging presentations, checklists, surveys, training tools and time tested techniques and proven strategies.
E-Learning Course
(Better Than Live Training)
eLearning Courses: our engaging and interactive training program consisting of 18 training units designed to help advisors gain the necessary knowledge to transform their business by working with CPAs and other key centers of influence. Currently there is over 15 hours of critical training content that walks the advisor step by step through the entire process.
Hank Zewald
(Program Creator and the Go To Expert)
Our Program Creator: As the driving force behind CAM, the creator’s professional profile is like no other. For over 25+ years real life practical experience as a Certified Public Accountant (CPA), Financial Services Professional, Insurance Agent, Wealth Manager, Practice Enhancement Trainer and Strategic Alliance Coach
It took over a thousand hours to create the eLearning course, interactive website, and the Turnkey System collateral materials. In the past, this program was only available to a select few and at a cost much higher. By putting in all this time and hard work and creating the online version, it is now available and affordable to all financial services professionals (advisors, planners, managers, brokers and agents)
