Monthly Archives: September 2016

This Sales Letter Netted 4 Big Clients

In today’s “Don’t have time to read no sales letter” environment… it is still possible to grab someone’s attention and get them to call you. Here’s an idea from an advisor I know who closed 4 big cases using it.  … Continue reading

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This Tool Can Close Large Cases… it’s been around for hundreds of years… and most advisors ignore it

What is the tool?  A handwritten note.  The year I made $967,000 I sent out over 200 handwritten notes a month.  In fact, many of my large cases I credit to those handwritten notes.  Not sure of how handwritten notes … Continue reading

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3 Ways You’ve Never Thought About to Leverage Morningstar for More Sales

We’ve all used Morningstar for years… but you’ve probably never seen it used this way!  I suspect it’s almost the polar opposite to how you’ve been using it.  Find out how leveraging just 3 obscure parts of the Morningstar can … Continue reading

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