WHO IS ADVISOR P3 FOR?
Ready to scale your
production team?
Can't close engineers
or DIY'ers?
Want to CLOSE in two
appointments?
Prospects stealing your plan and expertise?
Ready to convert more
leads from seminars?
Want to be more
profitable?
Not sure where to
find new advisors?
Ready to build trust
with prospects?
If You Answered YES
to ANY of the above!
What is Advisor P3?
Where Theory Meets Practice. Hear Sales, Management, and Business Training from the people DOING IT.
David Brooks
Learn from David Brooks about the Core 5 Tax Strategies that got his company recognized as the 2nd fastest-growing Retirement-focused Financial Planning Firm in the entire U.S., as highlighted by 401K Specialist Magazine August 19, 2022.
Tony Drake
Tony is an implementer who has scaled his business with consistent repeatable processes. Tony Drake, CFP® created Advisor Edge To provide education, innovative marketing opportunities, and advanced sales strategies and support to independent financial professionals.
Paul Carpenter
Paul has been training Financial Advisors for twenty years from groups like Brokers International, Simplicty Group, and Advisors Excel.
His custom SERVE Process and Personality Profiles have been used by hundreds of advisors to scale their business exponentially.
