In this episode, we had the privilege of sitting down with Justin Stoddart, author of “The Upstream Model: Hidden Secrets to Building a Massive Referral Business While Crushing Big Tech Competitors”.

We dive deep into the concepts of moving upstream from Solicitor to Peer and Mentor.

Here’s a rundown of what we discussed:

  • The traditional way of selling is no longer effective.
  • The Upstream Model is a new approach to selling that focuses on building relationships with key influencers – your Wealth Advisory Team.
  • Building your own Wealth Advisory Team has a number of benefits over traditional sales methods, including higher close rates, less time spent on sales, more predictable greater income.
  • If you are looking for a more effective way to grow your business, I encourage you to attend our FREE Wealth Advisory Team preview call.

We’re going to unpack this new platform to help you grow your own local Wealth Advisory Team and build a consistent flow of quality referrals from high caliber professionals, just like you.

RSVP for the Wealth Advisory Team Call

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