My Financial Practice

Advisor Interviews

Listen to what an advisor has to say about the uniqueness of college planning and the conversation it generates!

It’s really quite simple, isn’t it?  You address what concerns the prospect now and they’re eager to discuss it.  On the other hand, if you talk with them about something that they’re not going to experience for another 15-20 years, the need is not as dramatic and the urgency is definitely not felt.

The obvious answer is to engage in a conversation about a need the prospect needs to address NOW!  You can plug into a system designed to help these people with an immediate concern – a concern which also happens to be one of the most important they’ll ever face!  Our system is designed specifically to provide comprehensive guidance for these people and, even better, it provides the people who need the help to you!

Find out how you can join the 2,000+ Financial Professionals taking advantage of our turn-key system!

If your conversations with prospects don’t spark their interest and urgency, it may be because you’re discussing the wrong topic. Talk about their most important, current, and pressing need and see the long-term conversation develop!

Visit our Contact Us page and take the first easy step to exclusive access to our premium referrals.  You may also call our Marketing Referral Coordinator, Michelle Ward – her direct number:  971.304.5611

Remember, we are not an FMO or IMO and we are not trying to contract you for products.  We are also not a list company and we are not selling leads – our approach is unique and can put an end to your marketing worries!

Please register to listen to full interviews ...

We are your marketing / prospecting solution!

We have the solutions you are looking for … premium life, annuity, and financial client referrals exclusively for you!

In the insurance business, products and carriers seem to be coming at you from all directions.  Products are good and of course necessary, but you may have the greatest lines in the world and without someone to talk to products mean very little.

What you actually need are prospects, qualified prospects, prospects who ‘want’ to talk with you.  You also need exclusive access to these premium prospects!  Without this, unfortunately, the life, annuity, and financial business can be very challenging.  In fact, lack of prospects is why so many in financial services fail.

41, 31, 29 - Do you have numbers like these?

Right out of the gate one of our newly-trained producers received 41 immediate need referrals, was able to get in touch with 31 of them within just a day or two, and set 29 appointments for life and annuity sales.  Listen to what she has to say …

Listen now ...

If you are not experiencing numbers like these but would like to, give us a call today at 1.866.360.1488 and we will be happy to discuss exclusive availability in your area and quickly explain just how easy it can be for you to get started!

Visit our Contact Us page and take the first easy step to exclusive access to our premium referrals – you will be glad you did.

Remember, we are not an FMO or IMO and we are not trying to contract you for products.  We are also not a list company and we are not selling leads – our approach is unique and can put an end to your marketing worries!

From-the-field discussion ...

Please take a few minutes and listen to the recent zoom meeting we had with new producing advisors who had recently attended our Training Event.

As part of our ongoing training call, we thought you would be interested to hear the from-the-field discussion with financial professional John Young.

BTW – this Advisor wrote a $600,000 annuity right out of the gate …

During this brief 9-minute conversation here are some of the ‘behind-the-scenes insight’ topics that were discussed:

  • His first sale
  • His role as the financial professional
  • Immediate revenues – ongoing revenue streams
  • Wheelhouse clients
  • Advisors who add 400+ clients …
  • Families’ biggest financial concern
  • Niche’ marketing
  • Highly receptive families (they actually call me back)
  • The garden hose solution
  • This is a yes business