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| Q: |
What proof do you have of your success? |
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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. |
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| Q: |
Is your program similar to the Bill Good Marketing Program? |
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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.
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| Q: |
What is your average Response Rate for your Seminar Invitations and Direct-Mail for mutual fund investors? |
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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. |
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| Q: |
Do I need to be a Certified Financial Planner (CFP) to use this system? |
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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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Are your systems and materials FNRA approved? |
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The MFBM runs a Registered Investment Advisory Firm which works with the SEC and not FNRA. Therefore our materials have been reviewed and accepted under the terms and preferences of the SEC. We also had our materials reviewed by National Compliance Services and provide 2 different review letters from them with our systems. We did this in an attempt to make it as hassle free as possible for advisors to get the materials approved by their Compliance Department. |
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| Q: |
Can I hear more about the systems before purchasing? |
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Sure. Here is a recorded conversation with an advisor who is interested in purchasing one of our systems. It is a 30 minute conversation covering many topics that an advisor who is looking for a marketing system would be interested in.
Click Here to Listen. |
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| Q: |
I was not able to download the materials correctly, and/or I lost my password. How do I get another one? |
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Our support staff can assist you in updating your password and offer assistance with downloading your materials. For those who don't want to have to download materials, we offer a hard copy version of all of our products. For assistance, e-mail support@advisormarketingsystems.com. For hard copies of our material visit the online store. |
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| Q: |
I received an error when trying to open the book with Adobe Acrobat. What do I need to do? |
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You need to upgrade to the newest version of Adobe Acrobat, which is free to download for both PC and Mac here. If you still have the problem, you need to completely remove/uninstall Adobe Acrobat from your computer, then restart your computer and go download the new version from the link above. |
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| Q: |
Why would a really big producer sell his marketing secrets online? |
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Two reasons. 1) Because obviously we're making some profit from the sales of my material. And more importantly 2) My practice is now 100% fee-only. Which means I don't ever have to take another client the rest of my life and my income will always be in the top 1% of the industry. Advisor Marketing Systems will ensure that other advisors will be able to do the same in their business, and ultimately help tens of thousands more Boomers and Seniors who otherwise would be scammed from commission hungry scammers who don't know how to market well enough to provide the services their clients really deserve. |
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| Q: |
Can you guarantee that I will make money with your program? |
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There is no possible way that we can guarantee you will make money, because we know some people will never implement the advice we provide and use the marketing material as instructed. However, if you DO apply the strategies properly, we DO guarantee you will make money.
In any case we provide you with a Risk-Free 60-Day 100% Money-Back Guarantee.
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| Q: |
What additional start-up costs should I expect in order to make your strategies work for me? |
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If you are doing seminars, expect to pay a total of at least $3,000 each seminar; and I would plan on doing at least 2 seminars in the 12 weeks following your system purchase. This is far lower than any seminar system you could ever dream of hosting, yet I know you'll get better results.
For those who are starting with the direct mail lead generation programs, you should expect to pay $500.00 a month for at least 3 months to get great results. |
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| Q: |
Can ANYONE benefit from your program? |
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You must be willing to work on your business, market your business, and you must be able to follow simple directions. As long as you have at least nominal sales skills, our material will be able to help you make money. More importantly, you'll enjoy what you do and actually help your clients (no more selling junk just to make your mortgage). |
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| Q: |
I live in a small town without many good prospects for financial services. Can your material still be useful? |
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First, you may want to think about moving if there aren't even enough prospects to make money even if you have them all. Second, no matter what size town you practice in, you can dominate that market with very little laborsome effort with our Material. On the contrary, if you life in an Urban setting, you will be able to have a never ending stream of super-qualified prospects lined up for months in advance. Either scenario, we'll show you precisely what works best in the geographic and demographic setting you're located in. |
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| Q: |
Are you interested in doing a joint venture? |
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You'd better be bringing something really good to the table. If you REALLY feel this is the case; contact us at support@advisormarketingsystems.com and we'll let you know if we're interested. |
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