9:00 - 10:30 |
The Ideal Combination
- Accessing a Virtually Untapped Market
Boost your insurance / investment production over
265% with today’s hottest market
- The Four Sales Fundamentals
Learn the vital fundamentals that will significantly
increase your closing ratio
- The Ease of Presenting an “Immediate Need”
No more trying to create a need – these prospects have one and they know it
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10:30 – 10:45 |
Break |
10:45 – 12 Noon |
The College Planning Industry
- Using Attention Getters to Become the “Expert”
Hundreds of prospects “eager” to talk with you – a
true “starving market”
- College Funding – The “Real” Story
Discover the behind-the-scenes secrets colleges
don’t want families to know
- Becoming a Trusted Advisor; Not a Salesman
People run to Advisors, while running away from
Salesmen
- How the Planning Process Unfolds
Step-by-step procedures specifically detailed in an easy-to-follow format
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12 Noon – 1:00 |
Lunch (provided) |
1:15 – 3:00 |
The Perfect Marketing Vehicle
- Your Existing Client Base
Tapping into the goldmine – including the best way to announce new benefits, contact specifics, and how to instantly increase revenues
- Growing Your Client Base
Field-tested, proven procedures to dramatically increase your client base and income
- Direct Response Marketing
Step-by-step methods to drive hundreds of prospects directly to your front door
- Building an Affiliates Network
Put this fantastic approach to work for you – it’s like finding money in the street
- Referral Generation That Works
Write over 75% of your business directly from referrals each and every year
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3:00 – 3:15 |
Break |
3:15 – 5:00 |
"Dynamic" Marketing
- Elite Group of Prospects
“Exclusive access” to elite prospects no other college planning company can reach
- Comprised from SAT, ACT, & Honor Roll
Target your efforts with an exclusive list of focused students and supportive parents
- Actively Recruited by the Colleges
Use the colleges’ hot prospect list – the best leads you will ever work
- Unique 3-Tier Approach
Double opted-in method consistently generating a 10%+ response rate
- How You Can Gain Exclusive Access
The “key ingredient” for long-term success
|
9:00 – 10:15 |
Presenting College Planning
- Statement of Ethics
Proven methods to establish trust with your prospects – the single biggest factor in any sale
- College Planning Service Structure
Detailed specifics outlining the importance of a knowledgeable college planner
- Families Eager to Discuss Their Finances
The key to “exploding” your production – proven methods where families are eager to share their income and asset information with you
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10:15 – 10:30 |
Break |
10:30 – 12 Noon |
Put “The Perfect Blend” to Work for You
- Seamless Data Integration Platform
One-of-a-kind web-based application that enables you to download client financial information, check their progress, and monitor your sales
- Presenting Specifics to the Family
Professional presentation outlining both current situation and projected values; along with detailed strategies, suggestions, and proven methods to increase eligibility
- Your Additional Financial Services
Clients will ask to purchase your target products – it’s no longer a sale, but rather a “part of the process”
|
12 Noon – 1:00 |
Lunch (provided) |
1:15 – 3:00 |
Presentation Details / Closing Corner
- Setting the Stage
Benefit from over 13 years of “across the kitchen table” experience – address objections before you hear them
- Presentation Building Blocks
Learn the vital strategies that have helped others turn over 80% of their appointments into clients
- Sell Those “Hot Buttons”
Find out how to “only tell enough to sell”
- Overcoming Objections / Turn “No” to “Yes”
Long-term clients pay much, much better than long-term prospects
|
3:00 – 3:15 |
Break |
3:15 – 5:00 |
Servicing Your College Planning Clients
- Building Long-Term, Multi-Sale Relationships
College planning – the perfect “door opener” for insurance, investment, and retirement planning
- Turning the Fulfillment Work Over
Personalized solutions to help best incorporate college planning with your current structure
- New Business & Commissions
Learn how Advisors are currently netting over $5,000 weekly – all before writing a single insurance or investment application
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