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Thriving Advisor Marketing System
A complete financial advisor marketing and practice management solution
 

“You WILL Grow Your Practice!”

Here is exactly what you will get access to today:

Advisor Seminar Marketing System


Money Making Component #1 - The Undisputed Champion of Prospecting Seminars!

A Solution For Those Humiliating and Time Consuming Cold-Calls, For Ineffective Marketing, and For A Lack of Qualified Clients Who Possess An Abundant Amount of Assets For You To Manage.

"This is the exact same seminar that is used to gather $1.5-$2.5 Million in new client assets every time it's used."

Finally there's a breath of fresh air on the seminar scene.  While everyone else is pounding their head against the wall with their "money-pit" marketing; you'll be trying your best to keep up with all of the appointments you're generating from your new seminar system. 

"At ONE seminar alone an advisor using this system gathered $7,387,949 of fee-based assets."

Unlike virtually every other seminar in town that's looking to take advantage of seniors and sell them annuities, you can be like him - the financial adviser all the others hate.  The financial advisor that ruthlessly reveals the seminar scammers and reaps huge amounts of assets and notoriety from affluent clients in your area.

The Seminar System Includes:

• Live Seminar Presentation Video

• 10 Marketing Secrets Audio

• 2 Seminar Invitations that are fully editable in MS Word format.  These invitations will fill your seminar at the lowest cost possible, with the wealthiest prospects in your area.

• 2 Turn-Key Seminar Presentations in Power Point that are the direct bi-product of 7 years of in-the-trenches seminar experience.  One seminar focuses on just asset gathering, the other on asset gathering and comprehensive financial planning. 

Both will allow you to get the absolute highest percentage of appointments possible, every time!  It comes fully loaded with speakers notes, including his magical closing sequence that commits over 50% of the attendees on the spot for appointments.
 
• Seminar Handouts/ Workbook Materials- A complete seminar handout booklet exactly like the one he gives to his prospective clients.  Every single item in the booklet comes fully editable for your firm and individual information. These include:

  • Speaker Bio
  • 13 Questions to Ask You Investment Advisor
  • Seminar Evaluation Form and More…

 Seminar Follow-Up Letters- All of the follow-up documents, fully editable in MS Word format.  You get the exact tickets he sends, the confirmation letters, the post-seminar docs, the whole enchilada. These include:

  • Appointment Confirmation Letter with Map and Instructions
  • Confidential Personal Profile
  • Confidential Financial Profile
  • Post Seminar Letter to Attendees who did not Request an Appointment
  • Post Seminar Letter to Attendees who didn’t Request an Appointment and more...

And That's Just The 1st Money Making Component Of This Financial Advisor Marketing System!!!

Satisfied Advisor:
"The service was prompt; I received access to the marketing materials immediately.  The strategies used are truly unique and are not like what I have used before.  This is a sure way to grow a financial practice.  Thank you so much for your services."  

Erik S.
Financial Advisor


Another Satisfied Advisor:
"There is so much value in the marketing systems that you have created.  The recorded conversations worked extremely well.  They answered most of the concerns that popped up in my mind.  I thought the calls did a great job of pointing out how to accentuate your own positives within your practice.You have everything you promised and more packaged in your systems." 

Chris R.
Financial Advisor


The Wealthy Mutual Fund Investor Direct-Mail Marketing System

 

Money Making Component #3 - Have Wealthy Investor's Calling You!

An Answer To Your Need Of A Successful System That Will Allow You To Stop Spending Your Extremely Precious Time and Energy Doing All of Those Tedious, Annoying, and Ineffective Tasks That Many Advisor's Do In Trying to Reach Wealthy IRA and Mutual Fund Owners. Instead You Will Be Using Brain Instead of Braun By Putting The System In Place And Letting Them Come To You!

You will get our complete Direct Mail Marketing System for identifying large brokerage account and mutual fund owners.  We'll also show you how to get these coveted potential clients to call you and tell you how large their investment portfolio is and who's managing it.  Do you think that information would be helpful in bringing in more clients with more assets under management?  These are direct response mail/ad systems designed to get investors with $250,000 or more.  The marketing systems are completely turnkey.

Included in these kits are contingent-copyright free direct mail pieces, free-reports to make you the trusted expert on Mutual Funds and IRA's (that also un-sell the prospects current advisor), instructions on how to sequence your mailings to get 10%+ response rates, and phone scripts for your assistant to get another 10% for appointments.

The Wealthy Investor Direct-Mail Marketing System Gives You:

• 24/7 Instant access to the System Vault on our website.

• Instructions on whom to mail to, where to get your list, and how to get it all done for you for less than $0.27 each.

• Instructions on what newspapers, periodicals and association newsletters to run ads in and where to find them for free.

• The exact lead generation pieces I use, as well as complete instructions on how to generate your own if you should so choose.

• All of the free reports and info-kits I've ever written, with conditional copyright free status, making you an overnight author and expert in your area.  

• All of the trade-secrets on how to use technology to automate nearly the entire process of generating leads.

• And, a priceless collection of over 25 of the greatest direct-mail campaigns ever used in both our industry and others.


Another Satisfied Advisor:
"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 Advisors are full of hype like so many other guys trying to hawk their wares to advisors. I actually trust them and know I won't get burned due to the fact they're actually using the program that is being sold on the web."

Todd K.
Financial Planner 

 

"The Million Dollar Closer Appointment Process"

It includes all of the following:

• The Pre-Meeting Packet in MS Word Format for your easy editing.

• The Confidential Personal Profile in MS Excel Format ready to use with no editing

• The Confidential Personal Profile in MS Word Format for your easy editing.  

• The Video going over every painstaking detail of each appointment and walking you through the body language and verbiage that creates the highest closing ratios for high net worth clients.

• An Audio of the previous video for easy listening in your car or while trying to multi-task and more...

Plus as promised you'll learn exactly:

• How to easily convert 70% or more of your prospects into clients regardless of your experience, education, or how 'financially sophisticated' your prospects are.  Rich people are just like everyone else - except they have more money...that's it.

• Learn the Stealth-Like packet that he sends to his prospects that literally closes 32.4% (we've measured with and without it) of the clients for him; before they meet him in person or step foot into his office.

• Where you should hold your appointments, what color the room should be, what refreshments you should offer, what type of chair you should sit in, and how he has 'scientifically' designed his setting to close at least 1 in 10 clients he wouldn't have otherwise gotten.

• The 11 word sentence you must use to open every appointment in order to guarantee your prospect tells you exactly what you have to be able to do for them to become a client.

• The 2 words you absolutely must use to finish each and every meeting.  This is priceless, and if you don't do it you will lose MILLIONS of dollars.

• How to know within the first 18 minutes of meeting someone whether or not they will become a client.  I'm sure you've heard the saying that a bird in hand beats two in the bush.  Once you know this you'll know which clients to focus your attention on and which tire-kickers to drop like a bad habit.

• How to spot a problem client within the first 7 minutes of meeting with them.

• Why ASKING for referrals from clients and non-clients directly is a cardinal sin that should be avoided like the plague.  All the referral "experts" are dead wrong about this and I'll prove it to you.

Advisor Coaching

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Money Making Component #4 - One-on-One Coaching from a Certified Top-Producer

Imagine your in the middle of a complete marketing quandary.  You're stuck and don't know what to do.  How nice would it be to get a call from a million dollar producer who's been in your shoes and answers your specific questions personally?  It's invaluable.  Trying to wing it on your own is crazy; relying on "marketing V.P.'s who've never worked with a client is even crazier.  When you need an answer - it ought to be from someone who's in the trenches every day just like you are.

Every Member is entitled to a 60-Minute Critique/Consultation Coupon with each AMS Advisor ($1,000.00 Value) which will give you access, via telephone, to a couple Multi-Million Dollar Producers. This will elevate the process of putting the information, strategies, and tools into practice to the highest possible level, because we ensure that you are fully equipped and enabled to implement everything in your new system. We want you to be successful - so we're pulling out all of the stops to guarantee your success.

100% Instant Online Delivery of Marketing System

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Money Making Component #5 - Zero Wait Time for Receiving the Materials, Strategies, and Tools so that you can Begin Implementation Immediately.

We now are able to deliver 100% of the documents, materials, audios and videos electronically through our website. This is done so that we can give you instant access to the materials and information at a more convenient and inexpensive rate. Once you have successfully purchased your system simply log into your account and you will see all of the downloads and links to everything contained in this system.



 
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