Proven Prospecting

The 5 tweaks that helped this young financial advisor raise $100M through seminars alone!

-

When Neil McPeak Jr. — CFP®, CEPA® — joined his father’s practice fresh out of college, he was given one instruction: Learn to prospect. In other words, want to manage your own assets? Go out and find them yourself. (That wasn’t on his college curriculum…or the CFP® board’s, either.)

So, Neil did what many young financial advisors do: Try his hand at seminar marketing. And, like many young financial advisors, Neil’s initial results looked like this: Zip. Zero. Zilch. Nada.

A few years later, Neil tried again. This time, his results were as follows:

Average of 25 HNW attendees per seminar
$25-35M per year in new assets from seminars alone
$100M in new assets just from seminars in only four years
Dozens of HNW prospects reaching out for an appointment years after the event

What changed?

Neil began working personally with Bill Good himself to troubleshoot exactly why seminars weren’t working. By doing this, Neil discovered several small but critical mistakes he was making that undermined his own success…and learned one unexpected strength he didn’t know he had. Armed with this information, Neil made five tweaks – not wholesale changes, not massive shifts, but tweaks – that completely changed his results and transformed his entire approach to prospecting.

Today, Neil is the managing partner of a $2.2 billion practice. And guess what? He and Bill Good joined forces once again to show you exactly what those five tweaks were so you can dominate the second half of the year with seminars.

Swapping Million-Dollar Mistakes for More Million-Dollar Prospects:

Here’s the thing. Seminars remain the most direct way to get in front of multiple prospects in the shortest amount of time. So, if you are:

A financial advisor who needs to fill your pipeline with more leads…

A financial advisor who must start achieving faster growth…

Someone who is hungrily eyeing a particular niche or community in your area that has real money…

You must either give seminars a try or improve the seminars you are already doing.

But as you know, seminars can be expensive, and they’re certainly not easy. That means you cannot afford to be making mistakes, no matter how small. Seminars are too much of an investment to risk derailing!

That’s why you need to attend this webinar. Neil will share with you the million-dollar mistakes he once made that many financial advisors make. He will show you how avoiding those mistakes will lead to more million-dollar prospects in the room, each giving you their complete and undivided attention. Finally, he and Bill Good will show you their method for converting these million-dollar attendees into million-dollar accounts.

That’s what you want, isn’t it?

On this webinar, you’ll learn:

The seminar topics Neil discovered that consistently draw a large audience – and the one key that’s even more important than the topic!
Three ways to stage seminars that will cause your number of appointment requests to
Neil’s method for closing HNW seminar attendees – and how he then gets referrals from them within the same year.
How Neil uses “ghost prospecting” to get attendees who didn’t initially set an appointment to still become a client later on. (Earlier this week, Neil closed a $5M prospect who first attended a seminar over four years ago!!)
And much more!

Why this information leads to more HNW clients

HNW prospects have questions. Anxieties. Concerns their current financial advisor isn’t addressing, or that they can’t get answers to on Google or ChatGPT. And this is why seminars still work wonders. If you can stage an event that directly addresses these concerns, there is no better way to achieve faster, more explosive growth in the HNW market.

Today, Neil is the managing partner for a $2.2 billion practice. He brought in $57M in new assets in 2023…and over $108M in assets in Q1 of 2024 alone.

There’s a reason we invited him to headline our 2025 Financial Advisor Conference — because he is one of the fastest-rising superstars in the industry.

If you’re feeling impatient with your growth, this webinar is for you. This is the most direct path to more HNW prospects, taught to you by one of the most successful prospectors around…and the most legendary coach in the industry.