A New Book By Scott Keffer

Affluent Client Magnet

Stop Chasing.
Be Chosen.

How to have millionaires want to qualify to be your client.

Be First When It Launches

Chad went from $300K to $2M. Mark from $800K to $1.6M. Bill from $700K to $3M.

The Question You Ask At 3AM

“Shouldn't I be further along by now?”

You work harder than most advisors in your market. You know more. You care more.

And you're still making the same money you made five years ago.

The industry handed you a model designed to keep you on a treadmill. More clients. More hours. More credentials. Same income.

That's not a plateau. That's a trap.

The Trap

You don't have a marketing problem.

You have a positioning problem.

And the INDUSTRY

engineered it that way.

The Plateau-Breakers

After$2M
Before: $300K
Chad Disbennett, CFP
Lancaster, Ohio

Eight years stuck. Eight Edward Jones offices in a town of thirty thousand.

One book handed to an attorney. A $17 million client.

After$1.6M
Before: $800K
Mark Goldstein
New York City

Twenty-nine years on the commission treadmill. Every January, start over.

Built the system around books, reports, and direct mail. No seminars.

After$3M
Before: $700K
Bill McLaughlin, CFP
New Jersey

Thirty-two years in. Seven hundred clients. Six months from walking away.

Stopped serving the wrong seven hundred. Started attracting the right one hundred twenty-five.

What's Inside

  1. IntroThere's Got To Be A Better Way
  2. Ch 01The Invisible Obstacles to Winning
  3. Ch 02Marketing Myths Holding You Back
  4. Ch 03What Do YOU Want From Your Business?
  5. Ch 04The Country Club Effect™
  6. Ch 05Narrow to Win
  7. Ch 06Decoding the Affluent Mindset
  8. Ch 07Stack Your Credibility
  9. Ch 08Attract Affluent Prospects
  10. Ch 09Nurture Momentum
  11. Ch 10Engage Affluent Prospects to Action
  12. Ch 11Real Advisor Transformations

Industry Leaders Have Weighed In

“Scott is one of the leading coaches in North America. He shows financial advisors how to double, quadruple, and even 10x their business. He's the real deal.”

Kevin Harrington

Original Shark, ABC's Shark Tank

“My friend Scott Keffer is one of the premier coaches in the financial industry. If you want to dramatically increase your income, working with Scott is one of the best things you can do.”

Brian Tracy

Author, The Psychology of Selling

“If you'd like to take your financial business to the next level and create the success you want, I encourage you to work with Scott Keffer. He is amazing.”

Jack Canfield

Co-Author, Chicken Soup for the Soul

“Scott is a resource for financial and estate planning advisors, helping them transform themselves and their businesses. He is an amazing entrepreneur.”

Dan Sullivan

Founder, Strategic Coach

Scott Keffer

About the Author

“I've broken more advisor plateaus than anyone else in this industry — and it was never about working harder.”

Scott Keffer has spent thirty years on one thing: teaching financial advisors how to stop chasing affluent clients and start attracting them.

He has personally coached hundreds of advisors across the U.S. and Canada through The Country Club Effect™ — the positioning shift that turns a plateaued practice into a freedom business.

His clients regularly double, triple, and quadruple their income. Without adding more hours. Without adding more clients. Without another credential.

Get It First

The plateau ends when you decide it does.

If you've been stuck on a plateau longer than you want to admit — and you're ready to stop chasing and start being chosen — put your email down.

Early-access list. First notification. First copies. Launch pricing for list members only.