Perhaps you find that you have to work
a lot harder than you’d like to to unearth
qualified prospects.
Possibly you find it tough to separate yourself
from the pack of financial services professionals
competing for your prospects’ attention.
Maybe your answer to the question “What do you do?”
hits the “This-guy’s-going-to-try-to-sell-me-something”
cold shoulder.
There Is An Easier Way . . .
Imagine that you can unleash a consistent flow
of qualified prospects. And suppose, further, that
your prospects are sold on you even before they contact
you for the first time.
You may wonder how is this possible? A unique
marketing system, from the team behind the Marketing Plan
Financial Advisor website, is the answer. It is the "Client-Attraction
System For Financial Advisors."
New Financial Advisor Ramps Up Quickly
Problem: A new financial advisory practice
was having a tough time getting prospect meetings and
adding new clients. They had no marketing plan.
Action: They turned to Bob Hanson for
guidance to develop the plan.
The Payoff: Within a month of working
with Bob, using his ideas, the firm added four clients
from just one presentation. They are now using their strengths
to attract a stream of new prospects.
The marketing plan is enabling the practice to grow ahead
of its goals, which puts it in line to double income this
year.
Let me introduce you to the process behind the full system.
But first, recognize that even getting part of it working
for you can help you exceed your production goals for this
year.
And as I describe the key parts of the system, consider
whether you might be able to benefit from it as dozens of
your peers have.
The Keys To The System
You will be able to:
- Target your ideal clients so that you attract
them like a powerful magnet and, conversely,
repel those you don’t want,
- Select from a baffling range of possible marketing
tactics the very few that reach your target market
in the most cost-effective manner,
- Stop your target market in their tracks with a marketing
message that causes them to read your marketing materials
and request more information from you and only you,
- Put a marketing system in place that positions
you as The Expert and almost automatically converts
inquiries to appointments, and
- Move prospects to new clients and your new clients
to see you as their “trusted advisor.” You'll
see more assets under management and open up a flow
of referrals from your new clients.
There is one, catch, though.
We put our hearts into working with you to extract every
possible ounce of differentiation. In return, we ask for
a commitment from you.
You could say that the "Client-Attraction System"
is not for the "faint of heart."
Simply, the customized “Client-Attraction”
is private, one-on-one coaching and “do-it-for-you”
marketing services with one of the firm’s principals.
You will:
Quickly gain marketing momentum by homing in on your
best prospects,
Break free from the “Commodity Trap” by capitalizing
on your strengths, and
Get a jump start with the right strategy (this is vital)
and the right tools.
Representative Results
“An Amazing 300% Lead Flow within One Week"
As a result of the work with sales executive Brian Symmons
of Boston, MA, Brian said, “Bob Hanson increased the
lead flow for my sales team by an astounding 300% within
one week of working with us. He added thousands of prospect
names to our database within a few months, and we multiplied
sales over a few quarters.
"What I learned from him will help me over the rest
of my career. With his system, you’ll gain a competitive
edge and experience a greater return on your marketing dollars.”
“Differentiating With TLC To A Specific Target
Market" - Our Story About Laura
As a client, Laura came to us with an underlying grasp
of what she’d like her financial advisory practice
to be. Yet her work and her focus were scattered.
Through our coaching program our job was to listen so that
we could pick out the threads of her desire for her practice.
Then, we helped her weave the strands into the special experience
she wanted to create for clients and prospects.
First, we recommended narrowing her target market to financially
independent women. Then, we encouraged her to create a small,
select Client Appreciation event to “pamper”
her clients and a few guests. Our first idea was to hold
it in a spa.
We just got off the phone with Laura to ask about her kickoff
event, and she summed it up with the word “fabulous!”
Her clients’ thanks wowed her.
The ultimate compliment (and just the buzz she hoped
for) came from a client who said, “I told my friend
about exactly what you did for us, and she said, ‘My
financial advisor never did that for me.’”
And Now Laura’s Story In Her Words
The Problem: “Developing my marketing was
a big task, and sometimes it seemed overwhelming. All these
ideas were swimming around, and I didn’t know whether
they were good and worth pursuing or a waste of time.
"I just reacted to ideas without having any clear
direction.
The Aha: “Sometimes I felt that what I did
was no different from every other financial advisor. Then,
I began to work with Shirley Hanson. She helped me pull
the pieces together and gain real differentiation. Now my
unique positioning is generating true excitement.
The Payoff: “Equally important, having
my USP gives me clarity. The marketing ideas that weren’t
worthwhile just fell away. Now I have a focused system,
and my production is up a bunch!”
Laura A. Webb, CFP
Webb Investment Services, Inc
Conforming With Compliance
We are experienced in working with Compliance and know
how to avoid language that won't satisfy your Compliance
department. Usually, we see only a few minor word changes,
and we quickly make those revisions to meet your Compliance
review comments.
There are several ways we can work together once the first
phase is complete. You may choose, for instance, to call
on us to implement your marketing action guide with a direct
mail sales letter campaign to a targeted segment, a “positioning”
brochure, or custom content for your website along with
a web marketing campaign.
Our “You’ve Got To Be Happy” Guarantee
First, You've Got To Be Happy. There's
no fine print. You let us know if you are not satisfied.
All we ask is a chance to make it right.
Second, it's Better Than Risk Free.
If you aren't satisfied for any reason, you get to keep
the four “Fast-Start Guides” and the Special
Report just for trying us out.
Move Quickly – Only A Few
Openings for New Clients 2008
There are only one or two openings each month for new clients
in the "Client Attraction System." It's
for success-minded financial advisors who want to see
a breakthrough in 2008.
Imagine yourself in 2008 primed to go full speed ahead
to attract your "perfect" clients with your
own custom marketing program.
Caution: We
maintain a very small list of active clients. That's the
only way we know how to be sure we become our clients' Trusted
Advisor to help them reach the success they are looking
for.
To get more information and to find out how you can qualify
for the program fill out the form below, call Bob Hanson
at 1-508-625-1712, or email him at bhanson@marketingplanfinancialadvisor.com.
