Sharpen Your Axe
Hey Everyone! We had a very full and very informative time out in Vegas! Sorry you couldn’t be there, because we covered some great stuff!!
Including some proprietary software that will catapult your business and decimate your competition! Thank Missy for this because she spent over 4 months with an actuary building it!
You have got to know about this software!
Guys and gals, I would recommend becoming very fluent with this software...it’s your ticket to a huge practice going forward!
October Call Schedule
We always hear that people really want to know exactly how to run their meetings from beginning to end using the 300 system, software, and proposals. So this month we will focus on showing you how to run your meetings from front to back to get people to become clients and move all of their accounts to you.
By the end of the month you will have a complete understanding of what the 300 system is and how it works. You will also have a good grasp of exactly what to cover with clients at each point in the meetings and how to build and market the "end plans" to get more prospects in your office and convert them to clients!
Wednesday, October 1st: Demonstrate the NEW "Plan B Calculator" software that provides you a visual for your client to know there is a backup plan.
Monday, October 6th: How to utilize the "Plan B" Calculator in your marketing techniques.
Wednesday, October 8th: Learn the three questions that prospects must answer in their own minds before they will agree to become clients. We will show you how to tackle these questions head on to bring more clients to your practice.
The three keys to a successful first meeting. We will show you how to use "things done well" and "areas of opportunity" with a prospect to create an interest in moving forward with you.
Monday, October 13th: How to Create a mutual expectation that prospects will become clients using the ground rules at the first meeting.
Wednesday, October 15th: The three keys to a successful second meeting.
You will learn how to create doubt using the Power of Attorney (POA).
Monday, October 20th: How to use titling and beneficiaries to turn up the heat on a client’s current advisor.
Wednesday, October 22nd: How to discuss fees with a prospect at the second meeting.
Monday, October 27th: How to end the second meeting and get all the information you need to customize a plan.
Wednesday, October 29th: How to build a custom plan and introduce the idea of growth, safety, and income in the perfect package.
By the end of the month you will have a complete understanding of what the 300 system is and how it works. You will also have a good grasp of exactly what to cover with clients at each point in the meetings and how to build and market the "end plans" to get more prospects in your office and convert them to clients!
Wednesday, October 1st: Demonstrate the NEW "Plan B Calculator" software that provides you a visual for your client to know there is a backup plan.
Monday, October 6th: How to utilize the "Plan B" Calculator in your marketing techniques.
Wednesday, October 8th: Learn the three questions that prospects must answer in their own minds before they will agree to become clients. We will show you how to tackle these questions head on to bring more clients to your practice.
The three keys to a successful first meeting. We will show you how to use "things done well" and "areas of opportunity" with a prospect to create an interest in moving forward with you.
Monday, October 13th: How to Create a mutual expectation that prospects will become clients using the ground rules at the first meeting.
Wednesday, October 15th: The three keys to a successful second meeting.
You will learn how to create doubt using the Power of Attorney (POA).
Monday, October 20th: How to use titling and beneficiaries to turn up the heat on a client’s current advisor.
Wednesday, October 22nd: How to discuss fees with a prospect at the second meeting.
Monday, October 27th: How to end the second meeting and get all the information you need to customize a plan.
Wednesday, October 29th: How to build a custom plan and introduce the idea of growth, safety, and income in the perfect package.
