Finding The Millionaire Next Door

(Before they even become the Millionaire Next Door)

An 8-Week Immersive Masterclass for Financial Advisors

Sam Richter

Sam Richter, CSP, CPAE

Global Expert on AI-Powered Sales Intel
Meridith Powell

Meridith Powell, CSP, CPAE

Internationally Sought After Sales Coach

In just 8 Short Weeks you will discover innovative and results-driven strategies

Blending online course work, proprietary technology, and proven strategies and tactics to help you succeed in the new world of prospecting and sales. Easily and effectively identify opportunities, engage new prospects, build instant trust and credibility, and perfectly position yourself to differentiate and grow your business.

You'll receive the Tools and Resources to immediately implement your new knowledge

The Master Course Details

Join sales and business growth strategists, Meridith Elliott Powell and Sam Richter, for a powerful masterclass, featuring a high-powered, proven sales system designed to help you find and engage with high-value prospects.

In just eight-short weeks, Meridith and Sam will help you implement innovative and results-driven strategies growing your business in today's challenging financial services world.

This unique approach of blending online course work, custom designed technology, scripts, and tools, ensures you have everything you need to find the right prospects, effectively engage with relevance, build instant trust and credibility, and perfectly position you to win the business.

Find the right prospects. With the right message. Right now.

Are you ready to:

  • Grow Your Client Base & Grow Your Bottom Line
  • Take The Challenge Out of Prospecting
  • Increase Client Retention
  • Remove The Obstacles To Gaining Access
  • Discover Ways to Connect and Differentiate
  • Learn the Proven Secrets To Winning More Clients

Your Master Course program includes:

  • Masterclass Online Courses custom Millions training
  • Training Webinars to help you find and close deals
  • Keynote Presentations from Hall of Fame speakers
  • Access to Coaches virtual and in-person
  • Online Resources including proprietary AI tools

8 Weeks of Discovery to take your business and confidence to a new level

Join us for a powerful Master Course featuring a proven prospecting and sales system combined with proprietary AI-powered resourced designed to you help find the right prospects, at the right time, right now.

  • Prospects in high need of a financial services provider
  • Prospects on the verge of becoming millionaires
  • Prospects under served, currently, by the financial services industry

The Millionaire Clients

A few of the organizations that have experienced Meridith and Sam.

Unlike Any Other Advisor Success Course, attendees of “The Millionaire Next Door” receive access to proprietary tools and resources making it easy to implement what is learned.

Advisors complete this Masterclass with not only a strategy of how to find prospects that are the right fit for their practice, but with a plan and strategies for how to get in the door, engage in the right conversation, build trust, and close the deal.

Master Class ONE: Defining YOUR Millionaire Next Door
  • Session 1: The difference between suspects and prospects.
  • Session 2: Identifying your ideal prospects.
  • Session 3: Techniques for finding your ideal prospects.
Master Class TWO: Introduction to – Advisor Edition
  • Session 1: program overview.
  • Session 2 Find decision makers, influencers, and contact information.
  • Session 3: Ensure personalized value in every communication.
Master Class THREE: Building a Powerful Sales Funnel
  • Session 1: Strategies to dominate.
  • Session 2: The power of relevancy.
  • Session 3: Engaging prospects to build trust and connections.
  • Session 4: Conversation process and flow.
Master Class FOUR: Follow-up and Introductions
  • Session 1: Why sales happen in the follow-up.
  • Session 2: Follow-up strategy secrets.
  • Session 3: Using connections to generate introductions.
  • Session 4: A repeatable process for new business.

What Previous Attendees Say...

"We immediately used what we learned to prepare for an upcoming prospect meeting. It gave us a HUGE edge and lots of confidence. The result: we landed a $4 million dollar account, with more to come. I'm incredibly excited because we just scratched the surface of utilizing what we learned. What Sam shared is one of the biggest revelations I've had in my 24 years in the business."

A. Parr

"I found your program incredibly valuable and insightful. I was a bit skeptical as I've spent more than $20,000 on sales consultants, marketing consultants, and social media consultants resulting in absolutely no leads, let alone any sales. However, I am convinced I will get more value and results from the investment I made in this program than I have in all of my prior."

B. Kolar

"Through the program's teaching and online tools, I found information about a very important prospect and then implemented the communications strategies I learned to reach out for a meeting. This directly led to me landing a $400,000 commitment. This program is today's success secret for anyone in business development."

J. Mandel

“I just need to share what a terrific experience it was working with you these past few months – and also what a consummate PRO and PLEASURE you are to work with! Mad respect for your energy, your attitude, your focus, your cooperation, and just a general knack for being a delightful human being. Everyone LOVED You!”

S. Roshell

What is the Investment?

What is the cost of the Master Class?

Receive one-year unlimited access to the online courses, workbooks, scripts, proprietary AI-powered intel resources, live coaching and more for one all-inclusive price. Following are pricing options, depending on organization size:

  • $1,997 per individual advisor
  • $1,297 per advisor for a group of 15 to 35
  • $997 per advisor for a group of 36+ advisors
  • $125,000 license for unlimited advisors

What is a reasonable return on investment?

After attending the Masterclass, if you follow the process and take advantage of the provided resources, you can expect two to five new prospect meetings every week. Assuming 40 weeks per year (you'll have weeks with fewer meetings, and you'll take a vacation), that's 80 to 200 new prospect meetings, all who fit your ideal client profile.

At a very conservative 20% close rate, that's 16 to 40 new clients, every year.

Meet Your Trainers

Sam Richter

Sam Richter is a bestselling author and member of both the Professional Speaker Hall of Fame and the Minnesota Speaker Hall of Fame. He’s been recognized as one of the World’s Top 50 Sales Keynote Speakers, one of the 15 Highest Rated Speakers for Virtual Events, and he was named IES Speaker of the Year. Considered one of the world's foremost expert on AI-powered sales intelligence and search resources, Sam has extensive experience in the financial services industry, including multiple times keynoting MDRT, Gama Lamp, Forum 400, plus many of the top financial and insurance conferences around the globe.

Sam has been featured in thousands of articles, interviews and websites including Forbes, Entrepreneur Magazine, CNN, and USA Today. He has won Best of Show at numerous marketing and sales competitions, and recognized with a Codie- Award, the ‘Oscars’ of the software industry. Sam is the creator of the AI-powered Intel Engine and, he serves on the Board of Directors for numerous technology companies, and he is a past finalist for Inc. Magazine’s Entrepreneur of the Year.

Sam Richter
Sam Richter

Meridith Powell

Meridith is a sales futurist and business strategy speaker who gets her audiences to do the impossible – take action and lead in uncertainty! Voted one of the Top 15 Business Growth Experts to Watch by Currency Fair, she delivers highly engaging presentations that help her clients learn the leadership development, sales, and business growth strategies required to turn uncertainty into a competitive advantage.

The National Speakers Association inducted Meridith into the National Speaker Hall of Fame. Sales strategist, leadership expert, Certified Speaking Professional, and award-winning author, Meridith wants today’s businesses to stop viewing uncertainty as something that prevents them from being successful. This is why her virtual programs, leadership coaching, online courses, and keynote presentations leverage her 9 step formula for making uncertainty your company’s strategic advantage™.