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For financial advisor firms want to add another $250 K starting this month
Citation preview
by
Stan Mann
I coach financial advisors to get $1 or $2M
more assets under management every month
You'll Learn and Put into Action• The 7 secrets to get over $250K
• Start using the secrets today
Is this you?
• Too many clients?
• No time to do any growth?
Game Plan• Learn the first secret
• Make an action plan
Next, You Will Learn • Secrets two, three and four
• Again, make an action plan
• Secrets 5, 6, and 7
• Make an action plan for them
In the Last
Section You
Will Learn...
• You'll have a soul
satisfying
practice
When You Put All Seven
Secrets in Place
The First Secret
Focus all your marketing on one (or two)
specific target markets
“You’ll lose prospects”
• “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
Finding a Target Market the Hard Way
The Most Cost Effective
Way to Find a Market
You Will Love
Clone your ideal client
List her/his
characteristics
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
The Most Powerful Way to Attract Profitable Clients
Be known as a specialist in two areas
• Your financial expertise
• Your target market} a niche
• 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
• You will work with clients
you love
• Know where to find plenty
of future clients eager
invest
**
When you find
your niche
First Call to Action
Ready to take the first step to
increase your earnings $250K?• Then step up
• Speak up
I WILL COMPLETE:
Secret #1 Date _________
Phone _________________
Name ___________________
$250K ACTION form
Email your action plan [email protected]
• What you will accomplish
• By what date
• Anticipated increase in sales
• Phone # to give you support
Next• We’ll cover secrets 2, 3, and 4
• Commit to put the secrets into
action
Research what
they really want
and are willing
to pay for
Secret 2
Don’t be a
mind reader
• Ask your target
market
Create Your
Key Questions
• Craft about a dozen questions
Find the Answers
That Will Make
You Rich
• Interview target
market
• Start with best clients
• Contact their groups
• Write your compelling
marketing message
• Base it on your research
Secret 3
Make yourself expert at helping
clients get what they really want
Secret 4
Second Call to Action
Who will take the
next step to getting
$250K?
I WILL COMPLETE:
Secret #2, 3, 4 Date ______
Phone ______________
Name _________________
$250K ACTION form
1. Target your best clients
2. Research your market
3. Write compelling messages
4. Serve their financial desires
Secrets
We Covered so Far
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
Secret 6
Show clients and affiliated
professionals your new marketing
messages
• Get referrals
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
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
Chris Arnold was
struggling
“I was struggling, indecisive,
and isolated. Then I hired
business coach Stan
and…”
147% GROWTH
IN 4 MONTHS
Chris Arnold
skyrocketed his sales
147% by targeting one
niche
Who is ready to take action
to get $250K?
Last Call to Action
I WILL COMPLETE:
Secret #5,6,7 Date ______
Phone _____________
Name __________________
$250K ACTION form
• 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
• 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
• 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
Overall performance1 = Poor
2 = Fair
3 = Good
4 = Very Good
5 = Excellent
Free Strategy Session
Meeting by Phone to Explore...
•Leadership
•Goals
•Challenges
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
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
Send those emails now•Your Action Plans
•Your Free Strategy Session
734-261-0550