It’s important to understand the big picture and how to make money as a financial advisor.
Your goal is to have face to face meetings with prospects who meet two criteria:
1.
The prospect has money in their control (i.e. not tied up in a 401k)
2.
The prospect is interested in opportunities to do better with their money
If you...
Plus
It’s important to understand the big picture and how to make money as a financial advisor. Your goal is to have face to face meetings with prospects who meet two criteria: 1. The prospect has money in their control (i.e. not tied up in a 401k) 2. The prospect is interested in opportunities to do better with their money If you have any additional criteria, you will lose money as an advisor. For example, if you have a third criteria that the prospect have interest in annuities because you sell annuities, this will cost you a lot of sales because there is NO
Moins
Par Bob Richards
Document Adobe PDF
Publiée le 26 Juin 2011
Pages: 3
Lectures: 6
Téléchargements: 0
Prospect Match-How to Build an Email List of
Mature Investors and Insurance Buyers
Use the resources and ideas below and in a year’s time you can easily have a thousand
senior email addresses in your area. Then, just use our inexpensive newsletter email
service (www.advisor-newsletter.com ) to email them each month and turn them...
Plus
Prospect Match-How to Build an Email List of Mature Investors and Insurance Buyers Use the resources and ideas below and in a year’s time you can easily have a thousand senior email addresses in your area. Then, just use our inexpensive newsletter email service (www.advisor-newsletter.com ) to email them each month and turn them into clients for you. You can stay in front of them for peanuts and have a continuous drip campaign. These contacts will not only lead to new clients but also: • Invitations to speak at their clubs • Invitations to write articles for their newsletter • Referrals to seniors not even on your list About Prospect Match Prospect Match provides insurance leads and investor leads to financial advisors and insurance professionals seeking to gain new clients. A challenge faced by the firm is that the leads it receives from running its ads on publishing networks are sometimes bogus. And this new process will serve to screen out any invalid lead. Contact:
Moins
Par Bob Richards
Document Adobe PDF
Publiée le 22 Juin 2011
Pages: 4
Lectures: 39
Téléchargements: 0
Improvements we have made to Prospect Match in the last 12 months.Recent improvements to the Prospect Match system:Increased advertising market to include baby boomers (45+), as this demographic, along with seniors, hold most of the country’s wealth.
Par Bob Richards
Microsoft Word
Publiée le 20 Juin 2011
Pages: 2
Lectures: 18
Téléchargements: 0
The Seven Secrets of Success With Prospect Match
Most financial professionals have never taken formal sales training. Sales is the process of
talking to another person so that they get what they want from the conversation. Most sales
people are not very good because they talk to people attempting to get what the sales person
wants....
Plus
The Seven Secrets of Success With Prospect Match Most financial professionals have never taken formal sales training. Sales is the process of talking to another person so that they get what they want from the conversation. Most sales people are not very good because they talk to people attempting to get what the sales person wants. So when you call your prospect to make an appointment, you need to find out what they want. You find out what your prospect wants by asking questions. That means you don’t talk, you ask questions and the prospect talks.
Moins
Par Bob Richards
Document Adobe PDF
Publiée le 17 Juin 2011
Pages: 4
Lectures: 27
Téléchargements: 0
How to Build an Email List of
Mature Investors and Insurance Buyers
Use the resources and ideas below and in a year’s time you can easily have a thousand
senior email addresses in your area.
Then, just use our inexpensive newsletter email
service (www.
advisor-newsletter.
com ) to email them each month and turn them into...
Plus
How to Build an Email List of Mature Investors and Insurance Buyers Use the resources and ideas below and in a year’s time you can easily have a thousand senior email addresses in your area. Then, just use our inexpensive newsletter email service (www. advisor-newsletter. com ) to email them each month and turn them into clients for you. You can stay in front of them for peanuts and have a continuous drip campaign. These contacts will not only lead to new clients but also: • Invitations to speak at their clubs • Invitations to write articles for their newsletter • Referrals to seniors not even on your list 1) Get Email Lists from Your Mature Clients In addition to asking your clients for their email address, ask your senior clients for list of email addresses they may have. They may be willing to share them with you or make a solicitation for you. For example, say you have a client that belongs to the local senior garden
Moins
Par Bob Richards
Document Adobe PDF
Publiée le 17 Juin 2011
Pages: 4
Lectures: 32
Téléchargements: 0
Introduction
Welcome to the ProspectMatch system.
Please study this document carefully, attend our
consulting calls, listen to the audio clips, and mail out materials as described.
Follow these
instructions, and you will be successful with this system.
Disregard these instructions, do
it “your way”, and plan on failure....
Plus
Introduction Welcome to the ProspectMatch system. Please study this document carefully, attend our consulting calls, listen to the audio clips, and mail out materials as described. Follow these instructions, and you will be successful with this system. Disregard these instructions, do it “your way”, and plan on failure. If you study and follow what’s outlined exactly and what other advisors have PROVED works, you can set 2 appointment for every 10 prospects you receive (on average, depending on your skill level), and then drip on the rest. In the end, it is a numbers game, and there is no “magic bullet”. If you take at least 25 prospects a month and follow through on each, your returns can be extraordinary, as you’ll hear when you listen to the audio clips from other advisors using the system. These are advisors just like you, who make a ton of money each month by following the simple steps found in this document. We wish you great success with our system! S
Moins
Par Bob Richards
Document Adobe PDF
Publiée le 8 Juin 2011
Pages: 27
Lectures: 38
Téléchargements: 0
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