THE GREAT UBA PROSPECTING EXPEDITION 2021/2022
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We built this program for UBA Advisors to enhance collaboration and more fully leverage the UBA member-owned and alliance partner assets and allies.
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We are pulling key elements of the UBA ecosystem of assets and allies together into a growth program to help you reach more ideal clients and fully harness the power of the capabilities that surround you.
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This expedition is a highly structured, 52-week training and coaching program. We will go on this journey together, complete this monumental task and stand in victory together.
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Each week, we will share what we have learned during five years of extensive research studying the methods used by highly effective prospectors. You will learn how to create multiple pathways to any prospect you identify, and use force-multipliers to engage far more prospects with much less effort.
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You will leave this expedition with your Prospecting PhD.
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ExpeditionPhD will be guided by Blueprint and OnPurpose IP, alongside many of the Alliance and Member-Owned partners who are helping you deliver on your promises.
The Expedition
We will meet for 60-75 minutes weekly for 2 Years
(with a couple of days off throughout the expedition)
This PhD Expedition is a highly
structured training and coaching program
We will help you discover and put to use everything we have learned over the past 5 years while working with high performing prospectors. You will learn how to engage far more prospects with far less effort.
Expedition PhD Investment
• $7,500 per firm
•̶ ̶$̶7̶,̶5̶0̶0̶ ̶p̶e̶r̶ ̶a̶d̶v̶i̶s̶o̶r̶ ̶
•̶ ̶$̶1̶5̶,̶0̶0̶0̶ ̶f̶o̶r̶ ̶t̶h̶r̶e̶e̶ ̶a̶d̶v̶i̶s̶o̶r̶s̶ ̶f̶r̶o̶m̶ ̶o̶n̶e̶ ̶U̶B̶A̶ ̶p̶a̶r̶t̶n̶e̶r̶ ̶f̶i̶r̶m̶
•̶ ̶$̶1̶2̶,̶5̶0̶0̶ ̶f̶o̶r̶ ̶t̶w̶o̶ ̶a̶d̶v̶i̶s̶o̶r̶s̶ ̶f̶r̶o̶m̶ ̶o̶n̶e̶ ̶U̶B̶A̶ ̶p̶a̶r̶t̶n̶e̶r̶ ̶f̶i̶r̶m̶
•̶ ̶F̶o̶r̶ ̶m̶o̶r̶e̶ ̶t̶h̶a̶n̶ ̶t̶h̶r̶e̶e̶ ̶a̶d̶v̶i̶s̶o̶r̶s̶ ̶w̶e̶ ̶w̶i̶l̶l̶ ̶c̶u̶s̶t̶o̶m̶i̶z̶e̶ ̶a̶ ̶p̶r̶i̶c̶i̶n̶g̶ ̶s̶t̶r̶u̶c̶t̶u̶r̶e̶
**Pricing is subject to increase after December 1st**
Leverage Your Heavy Renewal Season to Open up Many New Ideal Client Opportunities
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New advisors will learn high payoff activities to quickly fill your pipeline
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Established advisors, still hungry to double or triple their book, will learn how to grow by spending only one hour a week prospecting
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Advisors with large books will learn how to bring in one or two very high value clients per year
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Sales leader will learn new ways to grow and empower a high-performing sales team
Some of Your Most Valued UBA Alliance Partners Will Accompany Us
This is your opportunity to accelerate the growth of your business by more fully leveraging the tools and resources your Alliance Partners provide
“I have all these amazing tools and resources… I don’t understand why more people aren't lining up to use them.” - UBA Partner Quote
TESTIMONIALS
“After going through the Blueprint Prospecting PHD I now have a prospecting assembly line and can grow any size book that I want”