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by Stan Mann I coach financial advisors to get $1 or $2M more assets under management every month

Seven Secrets to another $250K this month

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For financial advisor firms want to add another $250 K starting this month

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Page 1: Seven Secrets to another $250K this month

by

Stan Mann

I coach financial advisors to get $1 or $2M

more assets under management every month

Page 2: Seven Secrets to another $250K this month

You'll Learn and Put into Action• The 7 secrets to get over $250K

• Start using the secrets today

Page 3: Seven Secrets to another $250K this month

Is this you?

• Too many clients?

• No time to do any growth?

Page 4: Seven Secrets to another $250K this month

Game Plan• Learn the first secret

• Make an action plan

Page 5: Seven Secrets to another $250K this month

Next, You Will Learn • Secrets two, three and four

• Again, make an action plan

Page 6: Seven Secrets to another $250K this month

• Secrets 5, 6, and 7

• Make an action plan for them

In the Last

Section You

Will Learn...

Page 7: Seven Secrets to another $250K this month

• You'll have a soul

satisfying

practice

When You Put All Seven

Secrets in Place

Page 8: Seven Secrets to another $250K this month

The First Secret

Focus all your marketing on one (or two)

specific target markets

Page 9: Seven Secrets to another $250K this month

“You’ll lose prospects”

Page 10: Seven Secrets to another $250K this month

• “Go see Stan. – some of the best

money I’ve ever spent in my life

was for his coaching.

• I highly, highly recommend him.”

92% success rate helping

realtors and mortgage

lenders become millionaires

Rick Ruby, CEO of The CORE Training, Inc

Page 11: Seven Secrets to another $250K this month

Finding a Target Market the Hard Way

Page 12: Seven Secrets to another $250K this month

The Most Cost Effective

Way to Find a Market

You Will Love

Page 13: Seven Secrets to another $250K this month

Clone your ideal client

List her/his

characteristics

Page 14: Seven Secrets to another $250K this month

You know you have a

viable target market if…

1. Easy to find

2. Willing to talk to you

3. You can provide what

they want

Page 15: Seven Secrets to another $250K this month

The Most Powerful Way to Attract Profitable Clients

Be known as a specialist in two areas

• Your financial expertise

• Your target market} a niche

Page 16: Seven Secrets to another $250K this month

• Target your best clients

• Make an ideal client profile

• Serve their financial wants

• You Now Have a Niche

Summary: The first secret is focus on a target market

Page 17: Seven Secrets to another $250K this month

• You will work with clients

you love

• Know where to find plenty

of future clients eager

invest

**

When you find

your niche

Page 18: Seven Secrets to another $250K this month

First Call to Action

Ready to take the first step to

increase your earnings $250K?• Then step up

• Speak up

Page 19: Seven Secrets to another $250K this month

I WILL COMPLETE:

Secret #1 Date _________

Phone _________________

Name ___________________

$250K ACTION form

Page 20: Seven Secrets to another $250K this month

Email your action plan [email protected]

• What you will accomplish

• By what date

• Anticipated increase in sales

• Phone # to give you support

Page 21: Seven Secrets to another $250K this month

Next• We’ll cover secrets 2, 3, and 4

• Commit to put the secrets into

action

Page 22: Seven Secrets to another $250K this month

Research what

they really want

and are willing

to pay for

Secret 2

Page 23: Seven Secrets to another $250K this month

Don’t be a

mind reader

• Ask your target

market

Page 24: Seven Secrets to another $250K this month

Create Your

Key Questions

• Craft about a dozen questions

Page 25: Seven Secrets to another $250K this month

Find the Answers

That Will Make

You Rich

• Interview target

market

• Start with best clients

• Contact their groups

Page 26: Seven Secrets to another $250K this month

• Write your compelling

marketing message

• Base it on your research

Secret 3

Page 27: Seven Secrets to another $250K this month

Make yourself expert at helping

clients get what they really want

Secret 4

Page 28: Seven Secrets to another $250K this month

Second Call to Action

Who will take the

next step to getting

$250K?

Page 29: Seven Secrets to another $250K this month

I WILL COMPLETE:

Secret #2, 3, 4 Date ______

Phone ______________

Name _________________

$250K ACTION form

Page 30: Seven Secrets to another $250K this month

1. Target your best clients

2. Research your market

3. Write compelling messages

4. Serve their financial desires

Secrets

We Covered so Far

Page 31: Seven Secrets to another $250K this month

Write your marketing materials.

Include...

• Who you serve

• The special value you provide

• A compelling core message

• Present a suite of core offers

Secret 5

Page 32: Seven Secrets to another $250K this month

Secret 6

Show clients and affiliated

professionals your new marketing

messages

• Get referrals

Page 33: Seven Secrets to another $250K this month

Set the Stage To Get Higher Quality Referrals

• Show your Ideal Client

Profile

• Show those special services

you provide

• How you add value

• Give your referral message

Page 34: Seven Secrets to another $250K this month

Secret 7

• Show your Ideal Client

Profile

• Show your special

services

• How you add value

• Enroll them as clients

Show Prospects Your New

Marketing Messages

Page 35: Seven Secrets to another $250K this month

Chris Arnold was

struggling

“I was struggling, indecisive,

and isolated. Then I hired

business coach Stan

and…”

Page 36: Seven Secrets to another $250K this month

147% GROWTH

IN 4 MONTHS

Page 37: Seven Secrets to another $250K this month

Chris Arnold

skyrocketed his sales

147% by targeting one

niche

Page 38: Seven Secrets to another $250K this month

Who is ready to take action

to get $250K?

Last Call to Action

Page 39: Seven Secrets to another $250K this month

I WILL COMPLETE:

Secret #5,6,7 Date ______

Phone _____________

Name __________________

$250K ACTION form

Page 40: Seven Secrets to another $250K this month

• Your practice will be transformed

• Prospects will start chasing you

• Get profitable clients

• Two extra referrals a month

• Start earning $250K

When you have all

seven secrets in place

Page 41: Seven Secrets to another $250K this month

• Contact me on the agreed dates

• Send me emails with your

questions

• If you’re stuck, give me a call

Remember I’m here

for you

Page 42: Seven Secrets to another $250K this month

[email protected]

• What you will accomplish

• By what date

• Anticipated increase in sales

• Where I can give you support

• Call me at 734-261-0550

• Start Earning $250K Now

Email me at

Page 43: Seven Secrets to another $250K this month

Overall performance1 = Poor

2 = Fair

3 = Good

4 = Very Good

5 = Excellent

Page 44: Seven Secrets to another $250K this month

Free Strategy Session

Meeting by Phone to Explore...

•Leadership

•Goals

•Challenges

Page 45: Seven Secrets to another $250K this month

BONUS: Your own computerized

personality profile. Find out where

you fit on this wheel. You’ll find it a

powerful tool for influencing others.

Value $180

Page 46: Seven Secrets to another $250K this month

BONUS #2: Personal Motivators. Another

computerized assessment to help you understand

what are the secret motivators of yourself and

those around you. Value $180

• THE WHY BEHIND YOUR BEHAVIOR AND ACTIONS

• THE WHY BEHIND OTHER’S BEHAVIORS AND ACTIONS

Page 47: Seven Secrets to another $250K this month

Send those emails now•Your Action Plans

•Your Free Strategy Session

734-261-0550

[email protected]