Advisor Marketing Systems

If you can't figure something out, then look over this list of frequently asked questions BEFORE sending an e-mail. This is an online company, we don't like managing tons of employees, so we don't have 24-hour Customer Service. Our Marketing Systems will help you see more affluent prospects, coach you on how to develop a fee-based or fee-only practice; and free up tons of your time to allow you to THRIVE like never before.

What proof do you have of your success?

Click here to see proof of AUM. And this is just the RIA book of business - it doesn't include third party money management which makes up another $9,000,000 + of assets.

Is your program similar to the Bill Good Marketing Program?

Bill Good is a complete CRM program – whereas our material doesn’t come fully loaded into a CRM platform. The marketing material and presentation know-how is where the value is in our material. The Bill Good system is quite complex to operate. My understanding is that you will need a full-time operations person to properly utilize the Bill Good approach.

What is your average Response Rate for your Seminar Invitations and Direct-Mail for mutual fund investors?

Response rates are inconsequential.

For example, if I get a 2% response from a mailer, but none of the prospects are really interested in what I offer my conversion rate is 0%. Conversion rate per dollars spent is all that really matters. So, for my seminars I may spend $4,000 – get 10 really good appts – get 3 really good clients – and bring in $1.5 - $2.5 million in assets under management. That is all that I care about, the relationship between dollars spent and assets raised.

Direct mail pieces are a little more labor intensive but cheaper and will get approximately ½ the result if worked. Most advisors are too lazy to do good follow up on the leads and expect magical results just from mailing one or two pieces. Multiple mailings and multiple phone contacts are required from direct mail.

Seminars take care of the multiple contact issue all at once. Invite, tickets, seminar, first meeting, second meeting. So it’s just more efficient.

Do I need to be a Certified Financial Planner (CFP) to use this system?

You do not need to be a CFP, though being an Investment Advisor (affiliated with or owning a Registered Investment Advisor firm) or looking to make the transition to become one, is required. This is required for all fee based investment advisory or financial planning services. For requirements contact your state department for Insurance and Financial Services – they should be able to advise whether or not a series 65 is required.

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	Customer Testimonial

	I really appreciated the assistance I received on my last purchase. I can't tell you why, but I don't feel like the AMS Author is full of hype like so many other guys trying to hawk their wares to advisors. I actually trust him and know I won't get burned due to the fact he's actually using the program that is being sold on the web. Todd Kelley Financial Planner