with clients and prospects, you'll also enjoy a wide range
of benefits because the campaign:
- Helps you set appointments with both clients and prospects.
- Keeps you top of mind.
- Positions you as an expert.
- Demonstrates your commitment to smart client service.
- Shows prospects you're concerned about their situation.
- Reinforces "Peace of Mind" for clients: You've got them covered.
- Is totally client-centered—it's all about them.
- Uncovers opportunities to address important issues.
- Shows off solutions you have for clients' problems.
- Demonstrates the importance of having a financial advisor
watching over clients' financial lives.
- Builds your reputation
as a thorough advisor.
- Gives clients attention—the kind they can appreciate.
- Shows you're a results-oriented advisor.
- Reinforces accountability: We've all got stuff to stay on
top of, and your job is to help them figure that out.
- Reflects well on your competence and reinforces clients'
confidence in you.
- Keeps you focused on your clients' goals of achieving prosperity
and financial security.
Turn $397 Into $5,000—Or More
Every marketing effort you undertake should include a frequent analysis
of your return on investment (ROI).
It's a critical approach to running your business, and as an entrepreneur
in the financial services industry, I encourage you to apply an
ROI analysis to all that you do. So consider this…
Take our urging to heart and bolster your 4th Quarter client
service and prospecting strategy starting today. Do the
Last-Chance
Financial Planning Checklist Campaign.
Follow all directions, tips, insights, templates, and procedures
we've pulled together for you. And then look at your ROI in terms
of your use of the
Last-Chance Checklist Campaign…
For the small investment of $397, plus shipping, you're getting
a game plan that will lead to:
Increased loyalty and referrals. Beefing up your
end-of-year client service by getting in front of clients with the
Last-Chance Checklist further cements your connection to your clients.
It's a terribly important activity that also sets you up for more
referrals. Your $397 investment in the Checklist Campaign is like
buying a small insurance policy on client loyalty. Again, consider
the ROI.
New clients. If you increase the number of smart
communications you have with clients and prospects each year, you're
increasing the number of opportunities you have to convert new prospects
to new clients. How much is that worth? A typical new account average
is $100,000 (and I know many, many advisors whose typical new account
average is vastly higher). You can do your own math for your situation.
But I'm certain you'll find a very good ROI from the $397 it costs
to get the
2014 Last-Chance Financial Planning Checklist Campaign.
Marketing discipline. If there's one key message
to share with you about the Checklist Campaign, it is this: By doing
this campaign, and others like it, regularly, you're honing your
skills and building the supporting marketing infrastructure within
your business and team.
You're adding a very valuable asset to your business—core competency
in a profitable and effective marketing strategy. The plan to do
it, the 2014 Last-Chance Financial Planning Checklist Campaign,
is just a $397 investment.
Reduced stress. Let's face it: Clients are very,
very antsy these days. Returns are low. Risk is high. The retirement
clock is ticking. So it helps in a very
meaningful way when clients hear from you in an end-of-the year
client service campaign like this one. People want to know their
advisor is looking out for them. The price of reduced stress? $397—or
just $4.41 a day for the 4th Quarter.
Meaningful 2014.
The Checklist Campaign is designed
to trigger interactions between you and your clients and prospects.
It's meant to give you a chance to identify issues and solve problems
before they get too big or worrisome. So it's a chance for you to
connect, again, on a deep, professional level. It's why you're in
the business, right?
12 Things to Do With Your Checklist
Hand out the Checklist in meetings with clients and prospects.
Promote your campaign in local news outlets and include a
copy with your press release.
Send hard copy Checklist to all or some of your clients.
Do a special mailing to your top prospects.
Post the PDF Checklist to your LinkedIn page.
Add the Checklist to your website.
Tweet about your campaign and link to your Checklist.
Hand out the Checklist at local networking meetings.
Add it to your marketing kit.
Send copies to your COI list.
Don't Miss This Opportunity—Order
Your Checklist Campaign Today
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I urge you to launch an
end-of-the-year Checklist Campaign today
and guarantee for yourself that you and your clients will finish
the year in a strong, forward-looking position.
It just has so many positives built in for your business and really
no serious down sides.
It helps you grow your business. It boosts your confidence in your
own business and your clients' confidence in the value they're receiving
from you.
It makes you a better advisor.
So please take advantage of this time-limited, low-risk-opportunity.
You deserve all the benefits enjoyed by top advisors who've mastered
the art of connecting with clients throughout the year.
And now is an ideal time to get the campaign organized and set for
the 4th Quarter. Go ahead and order your
Checklist Campaign now.
Order Your Branded Last-Chance Financial
Planning Checklist for 2014 and
Enjoy These Key Features:
- Instant, branded PDF—Share it right now
- Printed, branded cards—Mail/hand out through the fall
- Step-by-step Marketing toolkit to guide
you and your team.
Get 100 personalized copies of the
Last-Chance Checklist, plus PDF, and complete campaign toolkit,
for just $397
What Happens Next?
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Once you place your order for the Checklist Campaign, you'll be
ready to begin your personalization of your Checklist Campaign.
There are several ways to do it:
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1) Do it yourself following the instructions on the thank-you
page. You'll be instructed on how to use your photo and logo
and how to add all your contact info and disclosures to your
Checklist.
- 2) Call Horsesmouth Member Support at (888) 336-6884
ext.1. We'll work with you to get
your Checklist set so it can go to the printer.
- 3) Download your Last-Chance Financial Planning Checklist Toolkit.
It has all the templates, tools, tips, and FINRA letter for Checklist that you
need for compliance.
- 4) Get started with your campaign. It's easy to do. And you
also get a PDF version of the Checklist, too.
The Last-Chance Financial Planning Checklist
Risk-Free GUARANTEE
Advisors who regularly communicate with their clients and demonstrate that
they're thinking ahead and monitoring potential new developments
in clients' lives enjoy greater success than advisors who don't.
That's why I urge you to conduct the
Last-Chance Financial Planning
Checklist Campaign this fall. And that's why I can make this guarantee:
Use the
Last-Chance Financial Planning Checklist Campaign as your chief
guide for developing a 4th Quarter client and prospect campaign.
Use it for 90 days and follow all the campaign instructions. After
90 days, if you don't feel that your Last-Chance Checklist Campaign
satisfied you and your clients, we'll completely refund 100% of
your purchase price—guaranteed. Just call and tell us: Phone: 212-343-8760,
Ext. 1.
About Horsesmouth
Since 1997, Horsesmouth has been helping financial advisors succeed
by providing timely guidance on key topics such as business development,
practice management, financial planning and investment strategies.
Best,
Sean M. Bailey
Editor in Chief
Horsesmouth
21 West 38th Street
New York, NY 10018
888-336-6884 ext. 1
P.S. The
Last-Chance Checklist
Campaign is a simple way to redirect your clients to issues
in their own lives that they have control over. They'll be
comforted to know they've got you in their corner.
Learn more here.
FOR INSTANT SERVICE:
Call Toll Free: 1-888-336-6884 ext 1
(Outside U.S.): 1-212-343-8760