Whites Of Their Eyes

What was the #1 Halloween costume of 2013?  Flo.  Here’s how you use this to your advantage.

I created a 20 minute video that you show PC agents (see below).  It walks them through the both the danger they are in and the solution to that danger… YOU.  If you use the video with the right approach you will get the PC agent to put you in front of 10 of his clients at a time using Lunch and Learns.

These PC agent/advisor Lunch and Learns have been highly effective in generating 1 to 2 cases per lunch.

Results:

Cost: $80 (box lunch cost)

Profit: $8,000 plus (this your take home after the split with the PC agent)

Not a bad afternoon spent, eh?

Here’s a link to the video to get the ball rolling with the PC agent:
http://www.5qgroup.com/landing-page/BuildingPCAgencies/

What!?  I bet you thought goals were a good thing, right?  Being January you might just be sitting down to make your annual goals… DON’T.

Here’s why as explained by Scott Adams, the Dilbert cartoonist in an interview in Bottom Line Magazine.

Goals take willpower and discipline… both of which can be undermined quickly.  Let’s say you have a goal of losing 10 pounds.  How easy is it to sneak that extra cookie or skip a workout?  Way too easy for most of us.

Instead of goals, focus on systems.  Instead of setting a goal of losing 10 pounds, create a system by making sure you never cross the threshold of your home with anything but healthy food.  I personally know of people with no will power when it comes to food (namely me) that have lost 10 pounds quickly with this method.  If it’s not around, I won’t eat it… if it is, I will.

So don’t set a goal for 2014… make sure you have a system to:

1. Get you in front of enough of the right people with no upfront marketing cost
2. Close at least 50% of every crappy prospect you get in front of. (NOTE: You are already selling the good prospects… it’s selling the crappy prospects that you are missing right now that will cause your income to jump.)
3. Get attorneys, CPAs and Property Casualty Agents to refer their clients to you

There are systems that do all these 3 things. Give us a holler if you want to know more about #1 and #2… but here’s part of the answer to #3—Check out how the system below is getting Property Casualty agents to fill advisors calendars and bank accounts.

If you don’t currently have a referral “system” in place… I’ll give you the one I used very successfully for my own practice.  It must work because I generated over $350,000 in income on referrals alone my final year in personal production.  I hope you can put it to good use.

You can find the directions and letter templates here.

There is only one kind of advertising that’s better than free… it’s where the paper makes you look like you are an expert AND it’s free.  I’ve been using this little advertising technique for years and it’s worked wonders.  I call it the PR Campaign.

Please accept this PR System as my end of year gift to you for being loyal readers of my 3-Point Marketing Newsletter.

I hope you have a Wonderful Holiday Season!

PR System Manual:  http://www.5qgroup.com/tools/PR_Campaign.pdf

Ever wonder what a guy that makes over $1 million a year as an advisor does to get in front of and close all those people?  Watch this 45 minute video that walks you through 13 things that will cost you little or nothing to implement… and will help you make 2014, your best year ever.

That is if you are willing to do the minimal amount of work these requires… and I mean minimal.

Video Link:  https://vimeo.com/80282974

Nobel Prize Winning Economist Daniel Kahneman single handedly launched a whole new genre of economic study… Behavioral Finance.  In his book “Thinking, Fast and Slow”, he talks about how both emotional and deliberative thinking figures into the client-advisor relationship…

I know that sounds boring but it’s actually a pretty interesting… and helpful read.  Here are some tidbits:

• He talks about a well-known money manager that invested tens of millions into Ford stock after being to an auto show… without even doing an analysis—he just used his gut.  Wow!

• He walks through why many investors we work with seem downright crazy in the way they interpret risk… avoiding sane and reasonable investments, while investing in risky ones—all under the auspices that they are making a conservative decision.

• How a study of 10,000 brokerage accounts of individuals over 7 years showed that the stocks people sold did better after the fact… than those they held onto by a substantial amount.  Why does this occur… and how to capitalize on it.

I could go on and on, but this book is fascinating and an excellent tool to the discerning financial advisor.

I use the facts and ideas extensively throughout the 5Q selling process and it is instrumental in getting clients to move forward… even clients that advisors thought there was no chance of getting.

Many of us have a strong presence in our church or synagogue.  We have friends where we worship and there are people there that we know we can help… but it can be extremely difficult to approach them about business.  

How do you let them know that you are skillful at helping people achieve their financial goals without looking like you are drumming up business at the place you worship?  It’s not as hard as you think…

If you’d like me to send you a step-by-step manual on how to easily and tactfully grow your business within your faith based community, please CLICK HERE and let me know where to email you a copy to, courtesy of 5Q Group

Consumer Reports recently reported on a study by Sullivan and Northstar Research Partners.  They interviewed 1,800 investors with more than $100,000 invested with their advisor.

A full 40% of them said that they wouldn’t think twice about leaving their current advisor for something better.

So here’s the question…

40% of our competitor’s clients is A LOT of people that we could bring into our fold?  How do you get in front of these people?  If you have a good way to do it… use it and have the best year you’ve ever had in 2014!

If you would like an innovative way to get in front of these people with no upfront marketing cost… take a look at this 45-minute video that walks you through it step-by-step.

Video Link: http://www.5qgroup.com/landing-page/5QReplay/

Did you see this tiny factoid hidden in a recent news article in MSN Money?  It will allow you to easily pick up lots and lots of new money in the next couple of months…

Investors moved an average of $61.7 Billion out of bond funds… each of the last 3 months. But, here’s the kicker… it went into cash… NOT stocks (only $400 million went into stocks). Think about that – $180 Billion sitting in cash right now, with people looking for a safe place to put it.

It’s not often that we see such a huge move to cash.  And we all know that making a sale from clients that have money in cash is about as easy as it gets.  You need to be checking with your clients to see if they’ve moved out of bonds and into cash…

And more importantly, you need to be in front of new people right now; before other advisors or the people’s own banks move their money into other safe investments like annuities.

My advisors are killing it right now getting in front of people with Lunch & Learns. It’s an inexpensive way to get in front of a lot of people quickly.  I don’t know how long it’s going to last but you might as well make hay when there’s hay to be made.