Todd McChesney and Scott Thomas of Salt Lake City's Ashworth Wealth discuss how they’ve co-taught classes effectively for the past 7 years and their keys to consistently achieving high 1:1 appointment rates.
Topics Include:
- How they approach co-teaching the classes
- Structured positioning of the 1:1 lab session to drive attendance
- Identifying their ideal prospects in a class cohort
About Scott & Todd
Todd McChesney and Scott Thomas are cofounders and senior advisors of Ashworth Wealth. Since 2002, Ashworth Wealth has been serving the Salt Lake City, Utah community with full financial planning and tax services. In the 22 years since establishing their independent firm, their philosophy of leaving no stone unturned and out-of-the-box thinking has led to a 50% increase in new assets under management in 7 years.
They began teaching Retirement Planning Today in 2017 and have conducted classes seasonally since. They’ve averaged over $2.5 million in AUM per class and source these classes as generating $53 million and counting since they began teaching.