Do You Want a Steady Stream of High-Quality Prospects?

Join us for one of our upcoming training events in your area and get access to our Planning Software for FREE

This Event is Free of Charge.

Learn more about how Scott Brooks, a 50M producer, helps advisors like you find and close high-quality clients on a regular basis.

Our Advisors are meeting with MORE High-Quality Prospects NOW than ever before. That’s right. As our country digs itself out of the past year, our advisors are seeing High-Quality prospects and closing more of them.

Here is what you will learn:

  • How to get in front of high-quality prospects (minimum of $500K of investable assets)
  • How to give those prospects EXACTLY what they want so they do business with you
  • How to write larger cases than ever before
  • How to leverage BHFM’s coaching and marketing platform to build the business you have always wanted

You will walk away with the following tools to help you build your business:

  • Our fact finder – this is the same fact finder we use to find assets and close 1-million-dollar prospects
  • A sample of our questionnaire – this is the key to building Scott’s 50 million dollar a year practice.
  • Two weeks access to our planning software, that advisors across the country used to close over 150 million in assets in 2020.
  • How to give those prospects EXACTLY what they want so they do business with you

Tuesday, 9/28,

8:30am-12:00pm

Maggiano’s North Park Center

205 North Park Center

Dallas, TX 75225

Wednesday, 9/29 

8:30am-12:00pm

Maggiano’s The Rim

17603 I-10

San Antonio, TX 78257

Thursday, 9/30, 

8:30am-12:00pm

Maggiano’s Post Oak Boulevard

2019 Post Oak Blvd.

Houston, TX 77056

There is no cost to attend this event. Plus, breakfast is on us.

Presented by:
Andy Dodge, VP of Sales and Marketing &
Ben Quinney, Director of Marketing

#1 reason to work with BHFM is they teach you how to build a successful practice and scale your business to new heights! They don’t just stop at showing you how to sell more…they show you step by step what to do so that you have a business that makes money even when you’re not there!” ~Mark, St Louis MO

Who is Scott Brooks?

Scott Brooks is one of the most successful producers in the industry.

He has built a practice that acquires over $50,000,000 in Assets annually. With this knowledge he has helped multiple producers build successful practices and scale their business to new heights.

Business Profile:

  • Sold business in 2009 - Reopened in late 3Q14
  • Total Revenue in 2014: $190,000 (in just a little over 4 months)
  • Total Revenue in 2015: $512,000
  • Total Revenue in 2016: $1,250,000
  • Total Revenue in 2017: $1,875,000
  • Total Revenue in 2018: $2,600,000
  • Total Revenue in 2019: $5,600,000
  • Total Revenue in 2020: $6,450,000
  • 2021 Fee and Trail Income: $3,000,000+