The Advisor's Advisor
Are You a Financial Advisor?
If you’re a financial advisor, this is important.
I recently got a HUGE reminder of how much investing in relationships pays off, and why I left traditional wealth managment.
I’ve been consulting for a real estate firm for the last six months, traveling all over to market their products to financial advisors. When my last trip came up, I dreaded going. An old, all-too-familiar reluctance came up at the thought of traveling just to have the same advisor conversations as always.
This comes from decades of leaving meetings at my prior firm without any real takeaways. Where everyone looked the same, talked the same, and did the same business, with the same strategies, presented in the same way. When everyone is in a competition mindset, sharing of new, insightful, or successful business growth ideas is nonexistent.
However. This dread came from expectations that were based on my old life.
That’s not my life now, at all.
And man, did I get reminded of that in the BEST way.
Before I continue, let me give you a little background…
My Story
I’m a proud father, founder of Cornell Capital Holdings and #1 bestselling author. As a former executive director at Morgan Stanley and having $1.4B Under Management, I left the traditional establishment to pull back the curtain on the confusion and complexity of traditional investing. My firm works to shine a light on what’s wrong with our industry, building a niche focus, and creating an environment to solve unique client problems.
I think it is important for you to know my backstory so you can appreciate where I am now. I come from a town of 14,000 people. I did not come from money and I never really knew anyone with money, so I started out knocking on doors. I put in my 10,000 hours meeting people to develop this skill set, which took me from obscurity to a top designation at one of the largest wealth management firms in the world.
These days, every advisor I meet wants to know more. Why I left my book of $1.4 billion of traditional wealth management. How I generated an interested lead database of 3,000 accredited investors (most qualified purchasers and above). How I’ve reimagined asset management beyond stock and bond allocation, and have brought in over $150 million from scratch over that 12 month period. In just the last six weeks, we have amassed $72 million of new money in the pipeline.
But what truly confirmed what I’m doing is the right thing, happened on the first day of that trip I was dreading.
An advisor who manages $20 BILLION came to me and said the model I’m developing is exactly what HIS firm is seeking. Like I said, differentiation is non-existent in our commoditized world. He asked if I would be open to helping him…. So let me get this straight: This guy, with a book twenty times the size of mine, is asking for MY help and to teach him MY methods. I’m definitely on to something.
Our interaction got my head spinning, and birthed a new idea…
As Featured In
I’ve decided it’s my calling to share what I’ve learned and created to advance our industry; to financially educate and empower advisors, creating a collaborative environment that allows us to actually help clients by pulling them out from the shadowy gray areas of investing to the light of understanding the advice they pay us for, and feel in control of their families wealth and future. To become professional investors by using the strategies of what the richest of the rich do, and avoiding the watered down advice we as advisors are all sick of giving.
So, are you an advisor who’s tired of answering what you do only to be met with a cringe? Are you an advisor who wants to not sound like every other advisor at your country club? Do you want to be on the inner circle of a true community in our industry? Want to outsource and automate your growth to bring in a minimum of $25 million of new billable assets a year, with a realistic target of 50 million?
Are you ready to scale your business? If so, this is for you:
For 2023 I’m opening a year long mentorship for financial advisors. Some (but not all) of our focus will be:
- How I’ve gotten over 3,000 accredited investors to raise their hand and identify 1.5B—outsource and control your outbound marketing without using all your time
- How to demystify the tax code to drastically improve client returns, elevate your unique value, and solidify yourself as an expert
- How to differentiate your approach using financial education to empower your clients, and make your life easier
- How to be a hero for your best clients by helping them monetize their biggest illiquid assets (and generate AUM for you)
- How to drive new assets and revenue from the average client by investing like the ultra rich do, and insulate your business at the same time
- How to scale your business through product creation
- How to automate your business, to maximize your free time
- I personally used this strategy to double my assets under management
- How to professionally exit your practice for double the standard multiple when you’re looking to retire
The Advisor's Advisor
What You'll Get...
The benefits of this master-mentorship will include, but not be limited to:
- Leverage technology to get accredited investors or higher to identify themselves and schedule a call to talk to you instead of you chasing them
- Client contact plan to get half your time back
- Monthly marketing letter to send to existing and prospective clients
- Compliance-approved materials that will enable you to identify $20 million+ net new assets a month
- Access to Dana's alts platform
- Weekly call with Dana and his network of industry professionals
- Access to 3 networking events per year
Here is my GUARANTEE
A major component of my success and this group is our accountability system. So for those who are serious about hitting your goals for the year, this will hold your feet to the fire and ensure success.
If you do the basic activities and embrace the messaging that I’ll teach you, I guarantee you’ll bring in $25 million of net new assets over the course of the next 12 months. If you don’t, I’ll give you your money back. That is 10x your investment.
Also, completely tax deductible (and I’ll show you how).
The Process is Simple
APPLY TODAY
Complete our simple enrollment application and provide as accurate and up to date information as possible.
GET APPROVED
Our team will review your application and follow up with additional questions or approval status.
GET STARTED
Enrollment begins January 2023.
Founder and CEO – Cornell Capital Holdings
Dana Cornell is a Certified Investment Management Analyst and Certified Financial Planner, who’s passion is to take the uncertainty out of investing and provide consistent returns his clients can count on.
Dana has over 20 years of experience in the financial industry, and Cornell Capital was born out of a need recognized to truly create consistent, predictable income and wealth creation.
- Forbes Recognized 2021 Best in State Financial Advisor
- Former Executive Director at Morgan Stanley
- 3x Named Forbes America’s Top Next-Gen Wealth Advisors
- Licenses Held:
- Series 7
- Series 63
Podcast Appearances
Articles & Press
