The System Defined

We define the System as: a computer-based, client marketing, prospecting and office management system.

   Download System Overview Brochure

Here's what we mean.

                     Computer-Based: We have a program but that's not what we sell.

                     Client Marketing: The total of all oral and written communications directed to one's clients.

                     Prospecting: Those promotional actions directed at non-clients intended to interest them sufficiently to begin the sales process.

                     Office Management: The systems and support staff necessary to perform the non-sales activities of a financial services practice.

Computer-Based

• Program seamlessly integrates contact management, advanced messaging, campaign management, team coordination.
• Unparalleled system of "title logic" enabling you to correctly address your clients. Ever wondered how to send a letter to "Dr. Fred Jones, MD" and "Dr. Elizabeth Smith, PhD" who are also a married couple? The program does it for you!
• Track unlimited number of "alternate addresses".
• Send a birthday letter to every member of the family and rest assured, no one gets the same letter as anyone else.
• Establish and maintain business processes. When you have business processes, you no longer have to re-invent the wheel. When you get a referral, you handle it a certain way--every time. When you get a new prospect, he or she is handled a certain way. In our program, we have created over 60 processes that you can tailor to your operation.

Client Marketing

• Retention: We first focus on client retention because "keeping what you've got" is the first responsibility of any business.
• Business Now: Our clients are our major source of revenue. We have developed proven techniques to find those clients ready to do business NOW.
• Business in the Future: No one is close to our abilities to help you find future business, stay in touch and be there when the client (or prospect!) has an investment decision to make.
• Promote Referrals: We do not believe in asking your clients for referrals. It puts them on the spot and makes you uncomfortable.
• Instead, we teach you how to promote referrals. Our objective is simple: create a "referral consciousness" so that when a referral to a financial advisor is appropriate, your clients will think of you.
• To help accomplish these objectives, we offer:

Monthly Drip Campaign:

• A procedure that makes certain every client receives a letter every month about something the client is interested in; some months, the letter is intended to generate business or find future business.
• 90-Day No Contact Campaign: A procedure that ensures every client receives a phone call from someone in your office at least four times a year.
• Dozens of Etiquette Letters: Few things help sustain your identity as a "caring, well-mannered person" better than those letters your mother would have wanted you to send. We literally have dozens of these, even a "Pet Condolence" letter.
• 250 + Articles: These are designed to help you create and sustain the identity that you are an "expert financial advisor." No doubt you created this perception when you opened the account. But unless you are talking to your clients every month, their perception of you is starting to fade. After a while, it's gone.
• Letters Library with 1600 Letters: We know most financial advisors are not expert direct mail letter writers. We also know--especially in the wake of the "Do Not Call" laws that it is essential you be able to communicate in writing. Our Letters Library, therefore, was created to make this process easier for you.

Prospecting

• Kiss residential cold calling goodbye. You never wanted to do it in the first place. Now you can't. Besides, there are better ways to prospect.
• Relationship Campaigns: Obviously, the preferred way to build a business is through relationships. We have five relationship campaigns, tested and ready to go.
• Mass Marketing Campaigns: If you don't have enough relationships, you are either a mass marketer or you are not hitting your goal for new clients and new assets. So we have developed three mass marketing campaign styles and dozens of ways to implement them. If you can speak in front a group, you should be doing seminars. Or, try one of our Direct Mail campaigns. Got more time than money to spend? Fire up our Mail/Phone Campaign to businesses. Instead of having to develop these campaigns yourself, you spend a few hours learning how to run them. Literally save hundreds of hours instead of doing it yourself."
• Lead Development: Since most new client relationships are developed after multiple contacts, we help you maximize results from your sales leads. Part of prospecting is getting people interested enough to begin the sales process.

Office Management

• No one makes it to high six or seven figures without a team.
• Following your initial investment, "the System" tends to be self-funded--each step generates the revenue to pay for the next.
• Computer Operator: This is the starting point. Initially you need a part time CO 11 to 15 hours a week. We help you find qualified applicants, interview and evaluate them.
• Service Support: Depending on whether you have this base covered or not, we will help you strengthen what you have or we will help you build this position from scratch.
• Sales Assistant: This is key to explosive growth. By "Sales Assistant" we mean someone to help you sell. Specifically, this position has one purpose: Ensure the advisor always has plenty of interested, qualified people to talk to and see.