1. The Ebook—“What if Everything You’ve Been Told About Financial Marketing is WRONG?” Written by one of the best marketing minds in this industry.

In it you will find:

• The 5 Keys to a successful Marketing Plan
• Why 99% of advisors market wrong and how you can capitalize on it
• The #1 reason people leave their advisors and the simple thing you can do to harvest those clients
• The one 5 minute test you can give any marketing system to determine if it will work
• The 8 steps to creating a terrific marketing campaign

($29 value)

2. A step-by-step guide on how to get the best referrals, “How to Create the Best Referrals - The Ones You Don’t Ask For.” And this isn’t a bunch of crap like I’ve seen other supposed referral experts talk about. This is written by a guy that has really stayed under the radar for a long time but has allowed me to release some of his best info. Enjoy!

($35 value)

(You are going to really like his ideas on why CPA’s and Attorneys don’t refer…and how to remove that road block to finally get them sending people to you!)

3. A great lead generator for IRA rollovers.

People are like big boulders. They don’t want to move or change…however, once you get a boulder moving, there is no stopping it. So what we need to do is introduce ourselves at the very time people are making changes. This gives us a much higher chance that they will be interested in what we do.

When do people make changes? A one time big change for many people, when it comes to their finances, is Required Minimum Distribution time. They are being forced to change from saving…to taking money out of their investments, specifically, their IRA.

If you provide them with the knowledge that you are a specialist in dealing with IRA withdrawals and give them a free gift that will assist them, you now have a very attractive Value Added Proposition.

I’m going to give you the letter I used with the slide RMD slide chart that you enclose with it. You send the letter and slide chart to people that were just turning 70 years old. It always produces two or three nice IRA rollovers.

($99 value)

4. The most unique seminar invite you have ever seen - The Butterfly Invite did wonders across the nation. Please understand that it is copyrighted so you cannot swipe it, but it may give you some good ideas you can use on your own.

This invite led to many clients selling you to their friends…Did YOU Hear ME!? Not recommending you BUT selling you!

5. The script that gets money moved today - One of the biggest frustrations I hear from advisors today is that once they have closed a case…the firm and broker the money is coming from, does everything they can to screw up the sale and delay the transfer.

I have a great friend here on 300 Financial who does huge business as an independent. He came up with a way to move 100% of the money the day the client signs your paperwork…that’s IRA…stock…mutual funds…whatever…right that day!

No more conservation departments or old advisors trying to change your new client’s minds. The old firm and advisor move the money, right that day and with smiles on their faces.

This tool is awesome, I have seen it turn advisor’s businesses around instantly.

(You can’t even put a price on this.
It’s going to make you a ton.)

6. The “Three Little Pigs Test” – This is a great tool that advisors use in a number of ways. They use is as a handout at seminars…they use it as a direct mail piece…they use it during the first meeting with referrals…really in any number of ways.

The “Three Little Pigs Test” is a fun way for the general public to determine if they are getting the full story from their current advisor.

Want to guess on what the average score is when a prospect takes this test? I’ve never heard of anyone scoring higher than 4 (house made of straw). The great thing about 300 Financial is that when one of our advisor’s clients completes the process with our advisor…they will score a 9 or 10 (house made of bricks).

($29 value)

7. The guide - “How to Reach the Untouchable 76% of Retirees Who Will Never Attend a Workshop” - Several studies have shown that 76% of retirees never have and never will attend a seminar. So what if you knew how to get to them? They haven’t been bombarded with all of the things advisors cover at their seminars.

This majority of retirees are going to find your message and techniques new and interesting. Yes, they are going to actually be interested in what you have to say. BUT how do you get in front of them?

Not as hard has you might think. The Epidemic Marketing technique illustrated in this guide has resulted in hundreds of clients that could not have been reached any other way.

($39 value)

8. The paper-- “Principles of Influence and How They are Used When Communicating with Financial Prospects” - The general public has become extremely suspicious of financial professionals over the past decade. Too many advisors have been saying the same things, the same way for way too long.

I have found the principles covered in the enclosed paper invaluable to me.

After reading this paper and seeing the 300 CAS software, you will slap yourself upside your head and say…”Brilliant! Why didn’t I think of that!”

Technology and software that does not pay attention to the Principles of Influence just doesn’t work with the skeptical clients we now have to work with. Please take this info and put it to use.

($19 value)

9. The “Hush Puppy Story” - A bigwig friend of mine in the marketing industry sat down with me about two years ago and helped me use the points Malcolm Gladwell made in his book, The Tipping Point, to really put my client acquisition system on steroids.

Putting these ideas in place helped take my income from around $200,000 a year to almost $800,000 a year in about 18 months. I’ve put together a summary of how I did it. I call it the “Hush Puppy Story.”

Implementing even a couple of these ideas can easily take you to the top of your market.

($49 value)

10. The “Financial Consumer Scorecard” - This has been a very effective piece that some of our advisors have used to differentiate themselves from their competitors. Let’s face it. As advisors, we have become viewed as commodities much the same as dentists have.

We are all professional. We sell the same things as our competitors…at the same price as our competitors. The public has a very difficult time differentiating between us and every other Tom, Dick and Mary advisor down the street.

Using the enclosed “Financial Consumer Scorecard” helps your prospect get a clearer vision of what sets you apart from all your competitors. It allows them to see that you view your client-advisor relationship as a duty to provide the best possible for your clients.

This piece is extremely effective because it actually addresses all the things most clients are concerned about. It gets those sensitive issues right on the table and allows the client to become comfortable with the way you do business.

($29 value)

11. The WOW! Experience - How do you set yourself apart from your competition? Clients and prospects expect both you and your competition to be professional and chances are that both of you pass that test. So how can you stand out?

One of the ways that I like to see guys stand out from the rest is to give your clients the WOW! Experience when they come to see you.

Create the Starbucks experience. Starbucks’ CEO said something like, “We are not in the coffee business; we are in the ’people business - serving coffee’.”

The WOW! Experience is a document that demonstrates how you can create a 1st class experience at your office for less than $250. It has really paid off for all the guys I’ve suggested it to in both referrals and additional assets.

($99 value)

12. The Personal Organization Kit - This idea will take a cold prospect from not knowing who you are…to a client in just 6 months…without the prospect ever meeting you! It’s a virtual marketing conveyor belt delivering one prospect ready to do business after another…all for less than $24 per prospect.

It incorporates all of Cialdini’s 6 Principles of Influence.

It has been utterly amazing watching the advisors use this system faithfully for 6 months. I don’t think I’ve seen anyone bring in less than $300,000 in new money - and have seen some bring in over $2 million using it. It’s surprising what just the right kind, and just the right amount of contact with a prospect can do.

($99 value)

13. Harvest money at your annual reviews - This is a great idea to both strengthen your relationship with your clients AND bring in money whenever you need it.

We need to meet with our clients regularly. However, these need not be merely a report card on their investments. You can turn your annual meetings into wonderful opportunities. Here are some of the things I shoot for at my annual meetings:

1. Make sure that the client understands that I care about them and their family as much as their money.
2. Find other new money that they are ready to move to me. According to many studies, the more assets a household have…the more likely they are to have multiple advisors.
3. Give them a reason to give me a referral.
4. Review a new or cool technique.
5. Ask them if they know anyone who is _______(fill in blank with appropriate type of person. If I show them a 401(k) withdrawal technique, then I would fill in the blank with…who is retiring or has changed jobs recently?)
6. Ensure that they are comfortable with their overall financial situation to head off any problems or concerns before they get out of hand.

I’ll give you the actual Annual Client Checklist script that I developed for myself and the guys I mentor.

($14 value)

14. 3-minute magic script - Have you ever supervised a birthday party for a bunch of 8 year olds? If you lose control in the first three minutes…when will you get control back? Those that have experienced it will tell you never.

It is much the same with prospects. If you allow the prospect to take control of the meeting, it becomes a wrestling match to get it back.

I developed this script to accomplish four things in the first 3 minutes of every initial meeting:

1. Demonstrate courteousness and concern for the client and their time and…Require the client to demonstrate courteousness and concern for ME and MY time.
   
   The trick is having the client tell you (If you tell the client these things, they will not believe you and will actually “turn you off” and not listen):
   
   
2. Why they are in my office.
3. That I am an expert on the very reason they are in my office.
4. And that everybody in the community concerned with this issue all work with me.

Think about this…If your prospect in the first 3 minutes tells you why they are there…great - but virtually all financial planners gather this information…but…

What if you get them to tell you that you are an expert on that topic? What would that get you? They have just handed over control of the meeting to you.

Virtually ALL advisors TELL this to the prospect. If you tell them it is worthless. The prospect must tell you! If they say it, it is the truth. If you say it, you are full of yourself and it is not true.

Now, what if you can get them to say not only that you are an expert but that everyone that is worried about the same thing that they are worried about, works with you? Now they have handed over complete control of the meeting to you.

Again, you cannot tell them this or you will NOT be believed. You must have them say it…and when they do - control is yours and all of this and future meetings will be much more effective for both you and your prospects.

How do you do it? Well, actual coaching is the best way to learn how to do it and that is what we do at 300 Financial. We coach you on the best ways to communicate with your clients. Our client acquisition system and technology will definitely allow your practice to break through any plateaus you may be experiencing.

If however, you are not ready to check out 300 Financial and what it has to offer…I’ve enclosed the next best thing to learning how to take control of your initial meetings in 3 minutes - the script.

($34 value)