More Time, More Clients, More Money
How I Made $500,000 a Year Working Just 25
Hours a Week as a Top 100 Financial Advisor
Imagine you come to your office each morning...your assistant lines up
5 client files for the day, you meet those 5 people and close 4 of them...
Like Clockwork....YOU are DONE for the day.
| Never miss your spouse’s birthday again, never miss your daughter’s piano recital again, never miss your son’s soccer game again.This may sound too good to be true but this is EXACTLY how I ran my practice for many years before I sold it successfully with multiple offers.You may be wondering …what is the secret to creating a Financial Planning Practice that you love? The answer is a system that works over and over again. Read on to learn more … |
“Finally, You’re About to Discover How To Earn More while Working Less”
“With These Powerful And Innovative Strategies You’ll Get More Business Than You’ll Ever Need …
Bottom line … You’ll Spend More Time with Clients and Your Family instead of Hounding Reluctant Prospects”
The Perfect Practice Membership Program
Here’s How it Works …
You will receive a series of weekly trainings that will transform your business. The information is laser focused so you can implement the ideas immediately.
Each week will include:
Weekly Video These videos contain everything you need to duplicate success. Whether you want to do it alone or give it to someone else to implement, you will see the details of how to have a highly profitable practice. These videos will get you faster results than anything. ($297 Value)
Weekly Audio Each video lesson will be formatted as an audio so you can download it to you i-pod or computer for easy access to listen whenever is convenient for you. Repetition: Listen to your lessons again and again, for extra-enhanced results. ($297 Value)
Weekly Written Summary Each lesson will have an easy to follow, written outline. This allows you to easily reference the details so you can implement the strategies right away. This way if you missed something during the video you can get to it quickly in written format. ($297 Value)
Weekly Action Plan Since the lessons are packed with information, the Action Plan will help you prioritize so you know exactly what to do and how to do it to successfully integrate the strategies into your practice. ($197 Value)
Bonus Sessions The bonuses are endless and include interviews on best practices with successful advisors, audios and videos on how to sell your practice, how to integrate Socially Responsible Investing, productivity tips for maximizing success, how to automate your online marketing and much more … (Priceless)
Total Value of membership: Over $1000 per month
Enroll today for $197 per month*
* I understand that my credit card will be billed $197 for my membership to The Perfect Practice Membership Program. I will be billed again every 30 days after that until I cancel. I can cancel my membership at any time. I also understand that I will only receive a refund if it is requested within 7 days of the time my credit card is billed.
Looking for the Best Deal:
Pay 6 Months of Membership in Advance
$597
(A savings of 49.5% based on 6 monthly payments totaling $1,182 for you analytical types)
Having the information available in text, audio and video means you can get the information in the way that best suits you and makes it easier for you to take action. Any one of these strategies could easily bring in another client for you and put an extra couple thousand dollars in your pocket right now. And to make this even better for you… you will receive some great bonus materials throughout the program. Scroll down to learn more …
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For you detail oriented people there’s lots more information below for you to study …
Client Testimonial
John Hersey, Author of Creating Contagious Leadership
If You’re Fed Up With Working Long Hours, Not Making the Number of Sales You Want and Getting Advice That Doesn’t Work, Then Please Read Every Word Of This Report Because I’m Going to Share My System That Helped Me Generate Over $500,000 in Revenue while Working less than 25 hours per Week. Watch for All the Great Secrets to Bridging your Online and Offline Strategies. These Strategies Alone will Greatly Reduce the Amount of Time You Spend Working.
From The Desk Of Jobie Summer
Jobie Summer, CFP, CEP, CFS, MA is the President of Resources For Advisors.
Dear Fellow Financial Professional,
If you’re sick and tired of struggling to make the kind of money you deserve in the financial services industry, then I have some good news for you. Allow me to explain… A career in financial services can be your ticket to financial freedom and the lifestyle of your dreams.
I’m living proof of that, as I’ll explain shortly. But the reality for the vast majority of financial advisors is very different. In fact, the statistics are shocking…
In short, most people in Financial Services are just managing to get by after expenses But it doesn’t have to be this way…You’re about to discover the sure-fire way to make big money as a Financial Advisor…even if you’re just starting out. Let me explain…
- 95% of office owners and salespeople who survive make less than $100,000 a year (and less than 1% make more than $250,000 a year)
- 80% of New Financial Advisors Fail in their first year (CareerBuilder 2009)
- 67% of prospects will become clients within a year but the majority of advisors give up because they don’t have an automated system
Why I Can Help You Make More Money as a Financial Advisor
My name is Jobie Summer and I help financial professionals just like you generate a never ending flood of prospects and the big income that goes with it. That might seem a big claim but I can back it up, as I’ll demonstrate to you. Today, I live a life of freedom because of my success in the financial planning industry. I had a successful practice, sold it after several generous offers and then built up a practice again in another state. But that success only came about when I discovered a closely guarded secret. I’ll reveal that secret to you shortly, but first let me tell you a little about myself so you know I’m the genuine article… I wasn’t trained in college to become a financial advisor and I certainly didn’t have any sales experience. I actually had a degree in Art History and Education and taught Elementary school for several years. Not what you would call the perfect background for being a success as a financial advisor. I was sick and tired of being broke as a teacher and responded to an ad that said I could make over $100,000 as a financial advisor. Naturally, I was excited and looking forward to making big money but…
To Start With I Fell Flat On My Face!
I worked long hours cold calling, standing on my feet for endless hours at trade shows and even drove home some nights after 9:00 PM on the verge of tears after having people hang up on me. I felt like I was bugging people who didn’t want my services instead of attracting people who would respect and appreciate the solutions I had to offer. It was terrible. I was doing everything the office manager recommended and I was working my tail off. But I was struggling to make the money I wanted and I sure wasn’t creating a life of freedom that I desired so strongly. In desperation I looked for alternatives. In particular, I started to look at what the successful advisors were doing. I remember going to my first conference and I went up to the top people in the nation and asked them what they did that was different. I was determined to be a success. What I found amazed me. The successful agents, the ones making $250,000, $500,000, $1 million plus were not chasing prospects like everyone else. Instead, almost like magic, people called them! So how did they do this? The answer is that…
Winning Financial Advisors Have A Winning System
I discovered that the key was effective MARKETING done in a systematic way. Now that was 15 years ago so what I learned as systematic marketing is now a system on steroids integrating even more efficient online methods. And not the usual kind of marketing but strategies that bridge online and offline marketing to automate the process so you can leverage your time. Done correctly (and I reveal how to do this), your prospects will almost sell themselves. Once I discovered this secret, my career took off like a rocket. I went from working 70 hours a week to 25 hours and from struggling to earning $500K plus per year. I say this not to boast, but to demonstrate what’s possible. After all, if a woman with a background in Art History and Education can do it so can you.
The Shocking Truth About Conventional Training for Financial Advisors
It might sound crazy, but most advisors are taught by people who haven’t actually built a successful career in financial advising. And most of what they teach, doesn’t work. So why does this continue? Put simply, a lot of people don’t know any better and there are a lot of vested interests involved. After all, the trainers make good money. And most of the successful agents don’t want you to know their secrets. They don’t want the competition. This didn’t seem right to me. I believe there’s enough for everybody and hard working advisors deserve success. So, I decided to do something about it…
Announcing The “Perfect Practice Membership Program”
Rather than teach my system to every advisor who came to me individually (which I didn’t have time to do) I decided to sit down and lay out the system in an easy to follow, step by step manner. That way any financial advisor can take advantage of the system to build a successful business. It’s called “The Perfect Practice Membership Program”. The heart of the system is a very simple “8 Part Formula For Success”…
Thank you Infusionsoft for letting me borrow your great diagram
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Client testimonial
Beverly Belury, Founder of Contagious Leaders Coaching Club
You’re probably wondering what the 8 parts include…
The 8 Part Formula for Success
Part 1 – How To Attract More Traffic both Online and Offline
- Utilize many on one strategies with your clients and prospects so you can start reducing your hours as you increase your success
- Educate your clients and prospects so you increase value and get people calling you instead of you chasing them
- Turn the traditional seminar strategy on it’s head so you can book appointments with 80% of attendees right at the seminar
- Conduct group events right from the comfort of your home or office with tele-seminars and webinars
- Implement social marketing and squeeze pages to help you leverage the magic of the internet
- Write press releases so qualified prospects see the press release and call you to make an appointment
- Write articles and distribute them throughout the internet to get more traffic to your website
- Approach Centers of Influence like attorneys and CPAs so you are positioned as the expert and they want to send you referrals instead of you always sending referrals one way to them
Part 2 – How to Capture Leads so Your Marketing Money and Networking Time don’t go to Waste
- Build trust quickly with audios, videos and other inviting educational pieces to get prospects excited to fill out a lead capture form on your website
- Present yourself at seminar and other events so prospects will gladly complete an evaluation form so that they can come see you
- Position yourself as the expert in your area using the same techniques all the major companies use for a fraction of the price.
- Train your Assistant or Office Manager to take calls on your behalf with the right questions that will keep everyone happy while positioning you as the expert and trusted advisor
- Get prospects to “raise their hand” with surveys and other segmenting strategies to learn more about their needs so you can help them more effectively and enroll them in working with you
- Create an irresistible offer for your website so prospects respect you and want to learn more
Part 3 – How to Nurture Prospects with an Automated System so they Know, Like & Trust you in Less Time
- Follow up with prospects who have shown interest but have not called you back – without seeming desperate and weakening your position
- The right and the wrong way to use technology to make the most of your time and get more Qualified Clients
- Know what to say, how to say it and the best time to say it to get the call when a prospect is ready
- Which contact management systems will make you money and which ones to avoid so you can spend less time managing your practice and more time helping clients and building profits
- Case studies of advisors that have had huge success by changing their contact management and email marketing systems
- The critical mistakes to avoid when following up with potential clients
- Diversify the way you follow up with clients so you can continually stay in contact with them without getting them annoyed
Part 4 – How to Convert Sales More Easily and More Quickly by Overcoming Objections before They Happen
- Convert more prospects into clients during the sales presentation in appointments
- Start that sales process at “Hello” by presenting a first-class, concierge style of communicating with your prospects from day one
- Automate the sales process by systemizing the reminders, data gathering and presentation process
- Learn phone scripts to effectively follow up with leads from seminars, referrals, and networking events
- Overcome objections before they happen by addressing the 3-5 most common objections
- Create consistency in your office so every communication whether from you, your assistant or via email or snail mail conveys the same message
- Effective closing language specific to a prospect’s personality type and learning style
- Fool proof, honest and upfront questions to get the prospects to move forward when they are procrastinating
Part 5 – How to Collect Cash in a way that Aligns with Your Clients Best Interest as well as your Long Term Goals
- Are you creating a job for yourself that has no end date? Set up your practice so you have the option to sell it or retire if you wish at a later date
- Be consistent with your methods of compensation whether it’s fees, commissions or managed money so there is no confusion for the client or your team
- The costly and often overlooked steps to keeping your fees at a level that you deserve, even when other advisors are cutting fees by as much as 50%
- Review your current clients and determine whether they are in the best compensation model for their needs
- Determine if a segment of your client database is no longer a match for you – hiring an associate advisor or selling part of your business to improve client service and grow your business
- The ultimate process to prevent buyer’s remorse
Part 6 – How to Deliver Your Promises and WOW your Clients so They are Ecstatic with Your Service
- Automate your follow up with a sequence of emails, phone calls, videos, snail mail and mobile messaging
- Coach your team so that the expectation is to promise big and deliver bigger rather than doing the bare minimum for your clients
- Surprise clients with a WOW package to thank them for their business and their continued trust in you
- Plan client appreciation events that are the talk of the town where clients are proud to bring their family and friends as referrals
- Constantly educate your prospects and clients so you are an indispensable resource for them
- Blogging, newsletters, weekly tips and other drip strategies – which ones are most effective to keep your clients happy
Part 7 – How to Upsell Your Clients so they’ll Stay with you for Life
- Do you really have all of your client’s assets under management – most clients have a stash that they tell you about once they trust you more
- Upsells can be to other products that you offer like insurance or other investments or the upsell can be to Centers of Influence that are part of your network
- Create a VIP membership site for clients that are in your top tier so they have regular interaction with you via a private website
- Create products for prospects that come to you that aren’t a qualified client but whom you’d like to help by educating them for a reasonable fee
- Multiple studies illustrate that client retention is increased exponentially with each additional connection a client has to your business
Part 8 – How to Get Referrals from Start to Finish by Using the Right Language and Thank You Programs
- Are you using the five magic words that open your client up instead of shutting them down – learn them throughout the program
- Create a system that automates your referral program so clients know exactly how to give you the referrals you want
- Learn the exact language to help your clients understand how giving you referrals will benefit them directly
- Set up a thank you program that shows appreciation for your clients and also introduces you to additional referral sources
- Become a master at utilizing open-ended instead of closed-ended questions when you request referrals from your clients
- Plan events like birthday parties, retirement events and client of the month events that will have referrals coming to you
Client Testimonial
Bob Britton, Founder of Infusion Elite Mastermind
The “Perfect Practice Membership Program” Is Not For Everybody
Look, I know everyone says they want to be successful but I’ve found out the hard way that not everybody is prepared to do what it takes to be successful. I’m looking for open-minded, entrepreneurial Financial Advisors who are hungry for BIG SUCCESS. If you don’t have the motivation and determination to double or triple your income then please don’t waste your time or mine. If you’re…
- Looking for a “Get-rich-quick” scheme; or
- Not prepared to listen and act on expert advice; or
- Want other people to do all the work for you
…then this is not for you. Please don’t join and waste my time. I’m too busy helping people who are genuine about success to reach their goals. But if you’ve read this far, then I know that you’re motivated, honest and willing to put the time and effort in now so that you can reap big rewards in your career. In short, “The Perfect Practice Membership Program” is perfect for you.
My Personal Promise And “Double Guarantee” To You
I’m absolutely committed to your success and I want you to be thrilled and delighted with your membership in “The Perfect Practice Membership” program. In fact, I want you to be able to look back on today as a turning point when you made one of the best decisions in your life. So that you can start your membership completely confident that you have absolutely nothing to lose and EVERYTHING to gain, here is my personal promise and DOUBLE GUARANTEE to you…
Guarantee #1
Your monthly membership is guaranteed to remain at same low monthly membership fee. It will never increase even if the rate for new members becomes higher. You’re never locked in, cancel at any time and owe nothing more.Guarantee #2
I’m so confident in the money making power of “The Perfect Practice Membership Program” that if you follow the step by step system and at the end of 12 months you don’t increase your income or increase your time freedom in your life, I insist on giving you a prompt and courteous 100% refund of all monies paid!Who else will guarantee that you’ll get your money back? It’s completely risk free but I’m on the hook to support you in your success. I’ve put my money where my mouth is so try it out, all the risk is on me!
Now it’s up to you.
You can carry on as you are, struggling with cold calling and other ineffective approaches. Working long hours for little reward and hoping that things might get better. Or, you can take charge NOW and join the winners. The super advisors who know the secrets of success and enjoy…
- The security and confidence that comes with making BIG MONEY
- The respect, recognition and prestige that goes with being a top performer
- A lifestyle where you’re in control of your time and can enjoy the good things in life such as your dream home, travel and holidays and that car you may always have wanted
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Sincerely,
Jobie Summer, CFP, CEP, CFS, MA
Resources for Advisors – “Where Advisors Go for Advice”
P.S. If your particular question is not covered, then email me at Jobie@ResourcesForAdvisors.com or call 877-742-3847