Some have asked why is it that faith is such an integral part of our business?

Great question! Especially as it pertains to the Financial Planning Industry.

As an investment advisor and financial planner it is very important to deliver good ethical advice to your clients. This means that if you know in your heart of hearts that whatever investment, product or strategy that you are recommending is truly the most advantageous for the one who is seeking the advice. 

Now I understand that temptations arise that open up the opportunity for you to take advantage of others and gain quick and easy money, but you must resist this line of thinking. It will not result in good long-term success and your conscience will not be at ease, even if your heart has become calloused .

What I want to do is communicate to you how vitally important and beneficial it will be if you seek to adopt ethically sound principles and strategies into your mind and business. By setting up moral guidelines and rules for yourself in managing your life and practice you will find that much more success will come your way. This success will be sustaining over the long haul and not just in quick, short bursts that are attained through a certain level of dishonest gain.

So, you see our faith keeps us in God’s Word consistenly. This constant seeking after truth fills and shapes our minds with ethical principles and instructions to live by.  As we implement and obey these truths we find that they lead to peacefull, joyfull and fulfilled living in all facets of life. If you will open your mind and heart to discovering this truth for yourself we are confident that you will experience the same. 

Think about what is being said here and ask yourself which side you are or have been on.  Give this some time and I will return later on to continue.

May you be blessed as you pursue righteousness and integrity in your life and business!

There are many crucial aspects to marketing, managing and growing your financial practice. You have to ask yourself a series of key questions to ensure that you have covered all of the bases. Once you find proven and effective answers to these questions you will be well on your way to growing a Thriving Financial Practice!

First Key Question: Who am I going to target to attend my seminar? ie. What type of clients do I want work with in my financial practice?

Second Key Question: How am I going reach these targeted prospects once I have determined who they are?

Third Key Question: What am I going to use to reach these prospects that will cause them to be interested in attending my seminar and eventually becoming clients?

Fourth Key Question: What type of follow up am I going to use when these prospects respond to my marketing peices?

Fifth Key Question: What topics should I cover to get the seminar attendees to be interested in meeting with me for an appointment?

Sixth Key Question: What kind of outline and presentation will work best?

Seventh Key Question: How am I going to run my appointments with the prospects who request a meeting?

Eighth Key Question: How many appointments should I have?

Ninth Key Question: What do I cover in each appointment?

Tenth Key Question: How am I going to close the deal on these prospects when the time comes to do so?

Eleventh Key Question: When the prospect becomes a client am I going to push commission based products or take a fee based or fee only approach?

Twelfth Key Question: What is the better long term business model for my practice, fee only or commission based?

Spend some time thinking about these questions and see what answers you can come up with. Although, once you do come up with some ideas and answers, you will have to ask yourself another set of questions. Is this really the best answer or strategy? Will this work? How much will this cost? Who do I need to contact to acheive these strategies? What if I spend a bunch of time and money implementing these new ideas and they don’t work?

Again, very important questions that you must answer if you plan to grow your financial practice at an explosive rate within the next 6-12 months.

If you would like access to proven answers to these questions at a fraction of the cost, energy, and time Click Here.

Remember sometimes it’s better to gain access to the proven strategies of another successful advisor than to try and grunt it out on your own. Don’t try to reinvent the wheel when you have the option to use what works.

To Your Success In Life & Business,

Advisor Marketing Systems, Ltd.

“The Change to My Seminar Invitations that Resulted in an Immediate 67% Increase in New Business!”

About a year ago I began to see a drop off in response from my seminar marketing efforts. This wasn’t a surprise, as I’d pretty much been using the same invitation for 5 years and had tons of success. Then out of the blue a split-test idea came in the mail.

While opening my personal mail at my home in Michigan I came accross a huge envelope with a very important message on the outside of the envelope. I assumed it was important, opened it up…and BAM; a killer idea was spawned. I spent the next two weeks crafting a whole new seminar invitation that would literally change my business, my life and my personal wealth tremendously.The harsh realization I came to was this:

Wealty Prospects Need a Reason to Respond to the Thousands of Solicitations They Get Daily; and Frankly my OLD Marketing Message Was Not Reaching Them

So the test was on.We have since tested, tweaked, failed, tested some more, had success, modified, failed again, tested some more; and eventually broke through to create the one marketing peice that actually reaches (with HUGE success) the truly affluent prospective client. This is not overstating what happened in the least. Rarely did my seminar marketing pull in dozens of millionaires and multi-millionaires. Rather, it was the middle-market well-to-do but not rich clientele. Until now.

In the past 7 months an advisor brand new to my firm has raised an eye-popping $11 million in assets under management running just half of the appointments from this new-and-improved seminar marketing method. Since I’ve added another $12 million during this same period with the other half - we’re all told over $23 million larger in very short order. This pace is 67% better than my previous best year ever.

Why do I Share This:

Because owners of my Thriving Advisor Complete Marketing System for Financial Advisors can have this very invitation that is quite literally changing my own life, as well as countless other advisors implementing our marketing accross the US, Canada and Australia. It’s no fluke - advisors are baffled by their own success.

To boot, our system comes with all of my powerpoint presentations, marketing test results, follow-up documents, monthly newsletter for clients and prospects, newspaper ads, DVD and CD instructions accompanied by a complete step-by-step manual, and even private coaching from me personally.

Of course, for those who invest in this system - you’ll get complete details on exactly what we found stopped working, what works now and why it could literally change your practise forever.

And it Won’t Break the Bank

I’ve invested over $250,000 perfecting this marketing. Tons of copywriting, graphic design, split testing, coaching and huge technology investments. Yet we offer our most complete system for under $1,300 and it comes with lifetime updates and a 100% money-back guarantee if you don’t like the results, material or way we do business. Better yet, in light of tax season coming to a close - you can get 15% off by using the coupon code: taxtime when you make your investment.

So of your ready to stop wasing money on ineffective advertising that get hungry but poor prospects haggling you for your time - then click here to read the complete details on our killer marketing systems. If you have questions or would like to talk with one of our representatives just email us at support@advisormarketingsystems.com.

To Your Success,

AMS

Greetings Financial Advisor,

Do you still run and market your financial practice through cold calling instead of doing successful seminars and seminar marketing?

I know that you may feel like you are not the best speaker or maybe you feel like the cost to market a seminar is too much for your budget or maybe you just don’t have a successful seminar system that you can implement into your practice.

If any of these above reasons apply to you, let me say that there is always several solutions to every one problem.

If it’s because you are not confident in your ability to speak or to do presentations, then please do not let that keep your from adding seminar marketing to your practice. I have literally seen financial planners do seminars that stunk and they still got a good number of appointments following their presentation. When I heard some of these guys speak I thought, man if this guy can get some appointments and clients from his seminars, then anybody with any amount of ability should be able to duplicate it or even top it, no problem.  Don’t let this stop you. With some preparation you will do great.

If you are one of the financial planners that say you don’t have the budget, let me once again say, DO NOT LET THAT STOP YOU. I know several advisors who had this mindset and wondered why their financial practice wasn’t growing at the rate that they desired. Do whatever you have to do to get the ball rolling with your seminar marketing. The longer you wait, the longer you put off taking your financial practice to the next level.

If you don’t have a successful seminar system to use then look no further than Advisor Marketing Systems, Ltd. They have a couple of different seminar systems to choose from, plus many other effective financial advisor marketing solutions, systems and strategies that you can immediately put to work in your financial practice.

If you have any questions or comments that you would like to add please do so.

Greetings Fellow Financial Planner,

I would like to open up the topic of Fee-Only or Fee-Based Vs. Commission Based Financial Planning. As you know we highly recommend doing everything in your power to convert to Fee-Only for several reasons. Reasons like:

1. Reoccurring Income from management fees instead of one upfront commission payout that gives you little to no insentive to continue servicing your clients and properly managing their accounts.

2. Limiting or removing the temptation to sell products that yield you a high commission all while being horrible for your clients.

3. Entering into and maintaining an ongoing mutually rewarding relationship with your clients that will allow your financial practice to flourish because your client’s accounts are flourishing.

If you have any further thoughts, questions or comments please feel free to add to this discussion.

We look forward to your input.