Dear Fellow Financial Advisor,
It doesn’t matter whether your market is large or small… whether you have hundreds of existing clients or just a few dozen… or even whether you’re well established or brand new to the industry – there are marketing systems you can use to recruit qualified client prospects, convert them into enthusiastic new clients and convince them to refer others to your financial advisory business.
Think it’s not possible?
Well, over the past six years alone, I’ve used these proven systems in my practice to generate more than $30 million a year in production ($300+ million to date) and live an enviable lifestyle while my business runs like clockwork.
You may have read about these systems in the book I wrote with business guru Michael E. Gerber, The Emyth Financial Advisor. I even wrote a free follow-up report that details the specific business plan successful financial advisors use to grow their practice into a thriving, commission-rich financial advisory business.
If you’ve been in this industry for at least a few years, it’s probably no secret to you that some financial advisors in this country simply make more money than other advisors do.
These elite producers see more prospects, write more business, get more referrals, and—as a result—enjoy the lifestyle and leisure time that a successful financial advisory business can provide.
The vast majority of other financial advisors out there—by contrast—often struggle just to get by.
They worry about cash-flow, marketing, and meeting their quotas. They experience challenges in hiring, managing and paying their staff. They don’t see enough prospects, can’t convince prospects to make a decision, and often lose clients on a long-term basis to other investment counselors.
It’s not a lack of talent, the current recession, or a lousy market area that holds them back from succeeding. It’s simply that they’ve never been exposed to the systems and strategies that successful producers use—nor have they ever had someone walk them through how to implement these systems and strategies in their business.
Does this scenario describe you?
If so, you should know that there are effective methods for recruiting prospective clients—as well as proven marketing campaigns, appointment scripts and illustrative sales tools that work extremely well. But without them, you’re likely missing out on success your practice has to offer you.