Programs


Coaching with Gary Reed

Discover a revolutionary coaching experience exclusively for Financial Advisors that are striving for excellence. Unlike standardized programs, my personalized coaching is crafted to align with your unique goals and talents in mind. Over a period of six monthly calls, Gary will do a deep dive into your practice, refining your skills, and expanding your client base. Get in front of more qualified prospects, with individualized attention from a coach that is genuinely invested in your success. Embrace a coaching program that’s unique to fit your specific needs and abilities that will hold you accountable to reach your goals. Say goodbye to cookie-cutter approaches and unlock your full potential with personalized coaching designed for and with you.

4×4 Program

Introducing our groundbreaking solution for getting more referrals for financial advisors: a comprehensive, turn-key system designed to elevate your practice to new heights. Don’t just count on seminars, say hello to intimate, small-group settings that foster genuine connections. With minimal overhead, our step-by-step directions empower you to effortlessly navigate each stage of client acquisition. But that’s not all—our innovative referral system boasts an impressive 75% closing rate, ensuring that your efforts yield tangible results. Plus, gain access to a network of prospects you wouldn’t have reached otherwise, putting you front and center with valuable opportunities. Ready to revolutionize your approach to client acquisition through referrals? Join us and unlock the door to unparalleled success in the financial advisory realm.

Private Label Program

Welcome to the pinnacle of financial advisor events: an unparalleled, turn-key referral system designed to propel your practice to unprecedented heights of success. Bid farewell to mundane seminars and embrace an exquisite experience akin to a senior prom, complete with upscale amenities like limousines and red carpets. Engage with your A-list clients in intimate, small-group settings that foster genuine connections, all while operating with minimal overhead. Our meticulously crafted, step-by-step directions empower you to effortlessly navigate every stage of client acquisition. But the magic doesn’t stop there—our revolutionary referral system boasts an extraordinary 75% closing rate, ensuring your efforts translate into tangible results. Elevate your client acquisition strategy to new heights as you gain access to prospects beyond your reach elsewhere, positioning yourself front and center for invaluable opportunities. Are you ready to revolutionize your client referral acquisition approach and unlock unparalleled success in the financial advisory realm? Join us and step into a world of extraordinary possibilities.

Drink At The Well

When was the last time you had a coach take an in depth look at your seminar presentation? If it’s been a while, it might be time for a change. With our comprehensive program tailored specifically for financial advisors, you’ll have the opportunity to delve deep into refining your presentations and honing your talking points. Whether you’re addressing clients or prospects, we empower you to elevate your engagements to new levels of productivity and impact. On average, we spend anywhere from 8-$10,000 on mailings and another $2000 minimum on food. The restaurant and mailing can be perfect, but if your presentation is not compelling then you will never achieve your goals. Every professional and sports figure has a coach for a reason! It is impossible to coach yourself with a third-party view. Advisers who have gone through this process have taken their production from millions up to over 20 million, just by making a few changes in the right places. Having the right Mentor makes all the difference.

Leave behind the frustration of unhelpful critiques and welcome targeted strategies designed to enhance your unique style and achieve your objectives effectively. It’s time to transform your speaking skills and captivate your audience like never before. Join us on this journey and watch as your presentations evolve into gaining many more clients than ever before.

Pickleball Program

Welcome to this game-changing program that’s revolutionizing financial advisor events: Sponsored Pickleball events! As the fastest-growing sport in retirement communities, Pickleball isn’t just a game—it’s an opportunity to engage with clients and prospects like never before. Our program has empowered advisors to reach astonishing asset growth, with many seeing their portfolios soar to over 6-8 million from one sponsored event.

Picture this: a lively event that everyone loves, creating buzz and memories that last for years. With Pickleball as your centerpiece, you’ll host an experience that’s both entertaining and enriching. And, the best part? This isn’t a one-time affair. Our advisors host Pickleball events annually, ensuring lasting connections and sustained success.

Don’t miss out on this game-changing opportunity. Discover how my Pickleball turn-key events can elevate your practice to new heights, one swing at a time.

Top Gun Seminar Training

Step into, a dynamic two-day training event meticulously crafted to make sure that advisors like you are fundamentally sound to have more success in the financial industry than ever thought possible. Discover advanced techniques to create a sense of urgency which helps you establish genuine connections with your audience using your unique DNA.

This isn’t your average training program. With Gary’s over 40 years of experience as an advisor himself, he is equipped to provide a training program that is a hands-on experience designed to fast-track your skills and ignite rapid business growth. This program is designed to not only get more appointments in your office, but also to have the right kind of mindset from the prospect when they come for their first appointment. We will dive into your “Intro & Outro” on presentations, Analogies to create urgency – including many more tools to refine and define why they should come see you as soon as possible, and so much more. Whether you’re a seasoned professional or new to the field, our expert guidance will equip you with the tools and strategies needed to thrive.

Join us for this transformative journey and unlock your full potential. Elevate your career, seize new opportunities, and become a leader in the financial advisory realm.