For many advisors, securing more clients can be painful and stressful, however some people have figured out a way to get more clients, more easily without even selling.

Everyone knows words are incredibly powerful. Carefully selected words can attract the attention of potential clients and entice them to take action.

There are two types of advisors in this world - those who know exactly what to say to get new clients easily, and those who wish they could.

We’ve got good news and bad news. Bad news first - you don’t learn the skills you need to influence people and instantly connect with them in school.

The good news is, you can learn these proven skills in Bernie’s new business mentoring program, How Financial Advisors Get More Clients Using These 15 Magic Words.

What's Included in the Program?

These are advanced skills which are only for advisors who are serious about mastering their prospecting skills, and closing more clients right away. The How Financial Advisors Get More Clients Using These 15 Magic Words audio course includes:

  • Recordings of live business mentoring workshops

  • Interviews with successful business development experts

  • PLUS a workbook packed with valuable information to help you start getting more clients immediately!

When you listen and read these advanced skills on the 15 Magic Words you will discover:

  • The exact words to say turn prospects into actual clients

  • How to behave confidently in new client meetings

  • The words to help you close quicker and at the right fees

  • How to build rapport and trust instantly

  • How to take control in the first few seconds of every new client meeting

  • How to help clients make the decision to buy without selling

  • And more!

Many of you cannot attend one of Bernie’s business mentoring workshops, where he teaches these exact words, due to budget, geographical location or schedule constraints., but you can still learn these skills.

Get Bernie’s best tips on getting new clients for financial advisors, save time and money by ordering this proven program so you can learn these expert techniques from the comfort of your home, office or vehicle.  


Take Action to Start Making More Money Today!

Your Coach

Speaker, Author, Executive Performance Coach

Bernie De Souza

Bernie De Souza is a World-Renowned International Speaker, Best-selling Author and leading authority in helping Professionals to get more clients with these key skills.

Bernie specialises in helping professionals with client acquisition, by explaining the exact words to use, to influence prospects and clients with Integrity to say yes please, more easily.

Bernie has spoken in over 50 countries helping people with skills like how to close more easily, how to fill their diaries with quality appointments and get Automatic referrals plus many more skills.

Bernie teaches these specialist skills at conferences, workshops, one to ones and blended learning programs.

Course curriculum

  • 1

    Welcome to the course!

    • How to use this course

    • Before we begin...

    • Get your workbook
  • 2

    Chapter 1 - 15 Magic Words for Interview

    • 01 Introduction

    • 02 Beginning of the meeting Rhythms of Three

    • 03 Using the Correct Words

    • 04 The 15 Magic Words and Action Agenda

    • 05 Closing

    • 06 Final Words
  • 3

    Chapter 2 - Live

    • 01 Introduction

    • 02 Rapport Building

    • 03 Albert E N Gray

    • 04 Formula for Success

    • 05 Subconcious Mind

    • 06 Benefits of the Programme

    • 07 Rhythms of 3

    • 08 Action Agenda

    • 09 Close
  • 4

    Chapter 3 - Studio

    • 01 Intro

    • 02 15mw for advisors

    • 03 15 Magic Words

    • 04 Breakdown of the 15 Magic Words

    • 05 Initial meeting leading into 15 Magic Words

    • 06 The Agenda

    • 07 Outro Conclusions
  • 5

    Chapter 4 - Magic Words Advisors Including CCV Event

    • 01 Intro

    • 02 15 Magic Words Intro

    • 03

    • 04

    • 05

    • 06 Intro To CCV event

    • 07 CCV Introduction

    • 08 How decisions are made

    • 09 The Meeting

    • 10 The 15 Magic Words

    • 11 The Cascade Effect

    • 12 The Close

    • 13 Recap

    • 14 Outro
  • 6

    Next Steps...

    • More resources for you

    • Before you go...