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Welcome, AE Transformation attendees

I hope you enjoyed our session together.

Below are the questions for the quadrants that I mentioned.

You can also click on this link to see a detailed list of the video production tools that I use (and you can too).

Sample Questions For The Same Side Quadrants

Same Side Quadrants Sample Questions Image

Download (PDF, 43KB)

Schedule a Call

As promised, it’s your 20-minutes to help in any way I can. Use the calendar below to pick a time that works best for you.

If you want to:

Then, keep reading. This is for you.

You are one of the best advisors out there.

You’re a trusted resource. Your current clients love you. The world just changed, and you’re not able to bring in as many new clients as you predicted.

That’s not your fault. AND it’s a solvable problem.

Welcome to the Same Side Advisor Academy

Master an approach to growing your practice that everyone can embrace… especially your new clients

You’ll discover:

  • How to define your market

    Who do you help best?

  • Attract your ideal clients

    Do you ever worry that your message sounds too much like everyone else’s? Use this tool to help you figure out how to stand out

  • How to develop influence

    And bring in more clients without reaching out individually

  • How to catch your genius on video

    And learn how to create a never-ending stream of content that will bring clients to you

Get a plan to make 2021 even stronger for your practice.

  • Structure of a first meeting… what makes it good or not

  • Elements of a successful second meeting

  • When and how to ask for the business

  • Onboarding

  • Confirming “results”

  • Seeking referrals

Howard Rogers

“Within three years of adopting Same Side Selling, our sales grew from $17M to over $100M without adding a bunch of salespeople.”

-HOWARD ROGERS, CEO + President of BrightClaim

Better conversations = Better results

If you landed one extra client per quarter, what would that do for your business?

“Ian gave us the concepts and tools that turned engineers and consultants into our top revenue generators.”

-DAVID CAMPBELL, COO of Optimal Networks
David Campbell

We’re capping registration at 12 advisors.

Think of this as the guidance you need to propel your firm forward in 2021. This is highly interactive. We’re going to meet every week for six weeks (excluding the week of Thanksgiving), and the people who will get the most out of it are the ones who will be joining us live.

Each session will be recorded and accessible until March 1, 2021.

6-week program starting November 2

$6000 $3500

  • Week 1 – Define your ideal clients and the language for the questions you address for them
  • Week 2 – What makes you unique in your space? Establish your Client Vision Pyramid
  • Week 3 – How to attract your ideal clients (content marketing) including content strategy meeting
  • Week 4 – Video, webinars, and technology
  • Week 5 – Client Success Roadmap – From first meeting, to 2nd to asking for business
  • Week 6 – Confirming results, seeking referrals, developing centers of influence

We’ll check back in with each other in January and February, and role play calls.

Fee: $6000, discounted to $3,500 per advisory firm – reserve your spot

This is a zero-risk program.

If you don’t feel like it’s right for you after the first session, then let me know that you want to cancel, and I’ll refund you 100%.


Jason Walker

“We were not growing as fast as we wanted. Only 20% of our Small Business team was hitting their number. We brought Ian in for our national sales meeting. One year later, our growth has skyrocketed and 90% of the Small Business team is hitting their revenue goal.”

-JASON WALKER, Chief Revenue Officer, GPS Insight