Client Success

“I have opened more accounts in the
last two months than I have in the last
three years.”

- AB

The Gorilla System

An Overview

The System Defined

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

Computer-Based: We have a program but that's not all that we sell. It was simply created out of necessity to facilitate our strategies.

Client Marketing: Incredibly successful marketing strategies, coaching, and material including hundreds of time-tested, proven letters, emails, and campaigns that have brought in several billion dollars of revenue for our clients.

Prospecting: The promotional actions we teach to help you communicate to your non-clients to get them interested enough to begin the sales process. The end goal: New Clients.

Practice Management: The systems necessary to help you manage your practice and organize your support staff so that they can handle the crucial non-sales activities of a financial services practice.

FOR MORE INFORMATION call Jill Webster, 888-495-7303.


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.

FOR MORE INFORMATION call Jill Webster, 888-495-7303.

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, see below to see what we offer.

FOR MORE INFORMATION call Jill Webster, 888-495-7303.


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."

FOR MORE INFORMATION call Jill Webster, 888-495-7303.

Office Management

We define "office management" as "the people and processes necessary to enable the FA to delegate all non-sales and non-advice functions."

We have a structured plan to help you build the team that will take you or keep you at high six or seven figures.

FOR MORE INFORMATION call Jill Webster, 888-495-7303.

CALL JILL WEBSTER 888-495-7303