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A bold new generation of advisors is taking over the profession and they’re in for an incredible journey! If you’re part of the “under 40” group, this book will help you avoid some potential pitfalls and help you navigate the dangerous times yet to come. If you’re over 40, you may still find tremendous wisdom and insight in these tips. They come from three decades of real-world, in-the-trenches experience as an advisor, a top manager and an advisor coach. Nothing in here is fluff or theory… they’re all battle scars baby!
“Powerful wisdom and insight from someone who’s seen and done it all!” Bob D. – UBS
“This should be mandatory reading for everyone entering the business today!” Greg M. – Merrill Lynch
“I’m a wholesaler and I give this out with my card stapled to Chapter 5. They love it!” Brian M. – Blackrock
Audiobooks are great! You can download these files to your phone and listen in the car or right from your computer. “40 Tips” is not just for the youngsters, it will help any advisor who wants some critical guidance for their practice.
Read by me!Price: $49.99
The PPI is a 4-page, customized interview that lets you tell your story in the most compelling and enjoyable way. It’s a completely unique marketing tool with a vast number of uses as both a prospecting piece, a seminar or workshop handout, a direct mailer, a client letter, a press generating article, a target marketing tool, and many more.
Prospects and clients will read and RE-READ your interview and come away with a much deeper sense of who you are and what makes you special. No other communication mode allows you the time and space to do such a complete “commercial” about you and your team.
Plus, the PPI gives you total control of the interview process. If there’s anything that you want to say…SAY IT! This is your time to shine. I will make sure it doesn’t include anything compliance might have trouble with. I know what they need and we have a 100% success rate with compliance at firms a lot tougher than you can imagine!
Click on the image at left to download the complete PPI Guide including samples and feedback from advisors who have used this fabulous tool.
If referrals are important to you (and they should be) this program will dramatically enhance your success! It contains everything you need to implement the revolutionary ideas in my best-selling book.
This is the entire 4-hour training program on downloadable MP3 files. It will teach you the specific skills you need to make referrals a major part of your world. No more begging for names. It’s a whole new approach that takes the fear away from the client and makes you look like the trusted professional you truly are!
The workbook includes all the documents you need to create your own referral process, after all, without a process all you have is wishes. This will give you specific steps and will walk you through everything to completion. There’s no need to re-invent the wheel, it’s all in here!
NEW Price: $400.00
THE VASTLY UPDATED 5th EDITION IS ON THE WAY!
This will be the most comprehensive dissection of live and virtual workshops the industry has ever seen! It covers EVERY PART of the seminar process from how to pack the room to post event follow-up and even the first appointment! It’s been expanded to cover both live and virtual programs. This will be everything you need to know to make your seminar efforts tremendously successful and enjoyable.
Folks, we are in the Golden Age of seminars! You couldn’t have picked a better time to be a financial advisor and to get out there with educational workshops. But seminars aren’t cheap and they take skills. The bar has been raised and today’s audiences expect more. The techniques, tools, and ideas in this book will help you deliver the kind of programs that not only protect more people but also generate an extremely rewarding ROI for your efforts! That’s a big W for everyone!
Email me to get on the Pre-order list and lock in the “Earlybird price.” firstname.lastname@example.org
Our industry is plagued by an ineffective referral process and ancient sales techniques. Well, those days are gone! No more begging for names or heavy-handed, arm twisting. This book will teach you a new way of asking for referrals from your very best people that makes you look like a hero in their eyes. And, even more important, it makes the overwhelming fear of referrals in the client’s mind go away! It’s a revolutionary set of ideas and a very simple, honest approach to one of the greatest challenges advisors face.
Cold calling has been in the news a lot lately and it seems to be making a comeback as a viable marketing strategy. And why not? It’s easy, no travel, no expensive dinner seminars, no risk of deadly disease. It’s worth a shot.
If you have any desire to cold call, all I say is do it the right way! It can be a tough grind if you’re not prepared. And chances are you will fail if you don’t have the skills to make it work.
The key lies in understanding the psychology of cold calling. If you’re able to do that, you may find it to be one of the most efficient and effective methods of reaching out to new people. And the best part is that all this psychology is in your own head, so it’s totally under your control!
This package contains the complete audio training program on downloadable MP3 files along with a pdf of “Cold Calling Counterpunches” and “Cold Calling Do’s and Don’t’s.”
This is a modern, professional, easy way to reach wealthy prospects…and a strategy you’re going to love! It’s simple to do, cheap as dirt, totally compliant, takes very little energy and effort, completely unique and IT WORKS! We’re seeing appointment ratios as high as 50%!
This package contains a complete walk-through of the whole process plus samples of everything you need to start TODAY!
Prospecting doesn’t need to be painful. You can grow your business in smart, fun ways that don’t cost a bundle and don’t require you to stretch miles beyond your comfort zone.
Let The Binder Strategy help you make this the best year you’ve ever had.
Generating appointments is critical for your success with workshops and seminars. With this simple strategy you can double or triple your appointment ratio! It can be used at any seminar. It’s easy to do and totally product neutral. Also…it’s NOT a heavy-handed sales pitch. That’s very important. You can’t arm twist or be too salesy at the end of your program. Instead, it’s professional and relaxed and it makes the fear of the appointment go away. Try it today…it works!
Seminars and workshops are amazing marketing and client communication tools. But they’re not easy. This program will help you mater the basics and cut years off your learning curve. It born from the experience of 4,000 public presentations and decades of work and study. No matter how experienced you may be, don’t even think about doing another workshop until you listen to this.
This is the INSTANT DOWNLOAD of the Getting Started audio program. Listen to the MP3 on any device and get started immediately!
Pretty much everyone in the world agrees that setting goals is a great way to succeed at anything. But the big mistake we often make is that we set the wrong goals. If you do that, you almost guarantee that you will fail…and the entire goal-setting mechanism that’s built into your subconscious will fall apart. This audio program will help you learn how to set the right goals for your business and for other parts of your life as well. It’s a simple process that will start you out on the road to positive achievement. Share it with your entire team and turn everyone into a goal setting champion.