.for

Advisors, Planners, Agents, Brokers, Managers, Executives, and Reps
in the Financial, Insurance and Investment industries

 

Tap into the power of today's cutting-edge High Tech.

Add a little good old fashioned but often forgotten High Touch.

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This Auto-Pilot System will help you 
 follow-up, establish trust, nurture your relationships, and
receive referrals like never before to boost your sales to new heights!

Research shows that when measuring affluent client satisfaction,    a client's relationship with their advisor is 4x more important  than investment performance.  87% of affluent clients who fired their advisor, did so due to a poor  relationship &  96% of the same clients were satisfied with the performance of their investments. .                                                    -  Russ Alan Prince, High Net Worth Psychology                                                                                                  Finding, Winning and Keeping Affluent Clients .

Successful selling is about nurturing long-term relationships. You know how important referrals are to your business.  As an advisor, you know that referrals are the lifeblood of your business. The warmest and the most highly pre-qualified prospects are referrals and introductions from very satisfied clients. Satisfied clients can help you establish immediate credibility because the referral already knows and trusts the referrer and the referrer has implicitly endorsed you through the mere act of referring you.

So why are so many advisors struggling to generate a steady flow of qualified referrals? Why don't ALL your new clients come from referrals?  You probably provide excellent products and deliver the highest quality of service and advice. So why aren't you getting more referrals?

The main reason you are probably not getting more referrals is because you have not nurtured the personal and emotional side of the relationship and developed enough trust with your clients.
And most advisors do not have an easy-to-use systematic process to obtain quality referrals.
 

Do you...

• Struggle and get nervous at the mere thought of asking for referrals?
  .

• Hate imposing on your good clients or creating unnecessary tension?

• Feel unprofessional always asking for names and phone numbers?

• Get tired of trying to memorize referral scripts that just don't sound like you?

• Dislike the embarrassment of being rejected?

• Get frustrated by giving lots of referrals but getting none in return?

If this describes you in whole or in part, then this Auto-Pilot System was developed specifically for you. This is a proven system (read on) that allows you to ....

Generate an Endless Stream of New Clients ... Without Having to Ask for Them

The majority of advisors think that they are in the investment business or in the insurance business. You are in the people business, first and foremost. You are in the marketing business, by marketing yourself and differentiating yourself from all the other look-alike commodity advisors. And, finally, you are in the experience business, to provide your clients with an experience they will rave about. Did you ever see a movie that you couldn’t wait to tell your friends about? Did you ever go to an exceptional restaurant that you couldn’t wait to tell your friends about? Is there any reason why your clients couldn’t wait to tell their friends about you? Is there any reason why you can't nurture your client relationships to win their hearts, their business, and their referrals?

Instead of relying on clients, friends, or "centers of influence" to remember to talk about your business to their network of friends, this System makes it easy for you because it will allow you to:

• Not have to ask another person face-to-face for a referral ever again.

• Get all the referrals you can handle with the pride and dignity that you deserve.

• Put a systematic referral process in place that keeps working day in and day out.

• Get highly qualified referrals that are  eager to do business with you.

• Get clients to tap deep into their network to give you referrals.

Isn't that what a high-performing referral program is supposed to do? 

Put Your Practice on the Fast Track to Success
with Just a Few Clicks of Your Mouse
 

. . . . . . . . . .
 

This is NOT a how-to course, seminar, ebook or training program.
It is unlike anything you have ever seen or used before.

There are no books to read and no scripts to memorize!
It's a fast, easy, proven, fool-proof system to ramp up your sales with
simple push-button ease ... even for advisors on a shoe-string marketing budget!

Systems are the key to turning your dreams into reality

“No appeal to logic

is ever as successful as an appeal to emotion”

Aristotle, 384-322 BC
 

Successful selling is about cultivating and nurturing long-term relationships. It is about being able to connect with your clients and prospects at the grassroots level to elicit their personal values, heartfelt feelings and emotions. Successful selling is about being able to make a personal connection with your clients and prospects.

Most advisors today simply do not connect with their clients at the emotional level for a multitude or reasons. But it is absolutely imperative that you have a systematic approach in place that will nurture and enhance your client relationships, not only to attract and retain clients, but so that each one of your clients becomes a loyal advocate for you. Many advisors are sitting on a goldmine. You can easily turn your client base into your very own field force of loyal advocates and referral evangelists

“If you can’t touch your prospect’s heart,

he’ll never let you touch his pocketbook”

Michael Masterson

The average person sees or hears between 5,000 to 10,000 advertisements each week.
 

"People act on only a tiny, tiny, handful of the thousands         upon thousands of ads, commercials, and sales calls they            receive each week. But they act on many, if not most, of         the recommendations from friends and trusted advisors."                                                                           -  George Silverman, Author

"Business is first a meeting of the hearts,
then business becomes a meeting of the minds.

You need to connect emotionally with an individual before
you begin the process of connecting with them logically".

Leo Pusateri
 

"Automatically win the hearts and minds of your prospects and     customers and generate a never ending stream of referrals.      In all my years of experience in referral marketing, I've never come     across a system that has the ability to build a deep, close and        personal relationship with a small business prospect or customer as       effectively, efficiently, and inexpensively as this system. It is truly                         amazing."                                                                                           -  David Frey, Marketing Best Practices

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