Financial Advisor Training… Marketing and Sales Skills Training
Discover... What Every Financial Advisor Ought To Know About Growing Their Practice... In This Troubled Economy!
We Are Marketing and Sales Trainers… NOT Recruiters In Disguise!
Become The Winning Financial Advisor You Were Born To Be!
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"Developing the Next Generation of Leaders for the Financial Services Industry!"
Dear Fellow Advisor,
Congratulations!
You have just stumbled across... The Most Effective and Affordable Marketing and Sales Training for Today's Financial Advisor...withHighlySpecialized Life Insurance, LTCI and Annuity Marketing, Prospecting, Appointment Setting and Selling Systems! All of which have been field tested and proven to work.
And, it's not just us saying so!
The IARFC Registermagazine, Feb. 2007 edition; "Lew Nason directs the famous Insurance Pro Shop, possibly the most successful training source for insurance agents in the United States."
Financial Services Advisor Magazine reported, "Lew Nason just may be the most effective sales improvement coach of all time."
"Lew Nason Ranked as the #1 Expert" By the readers of Producersweb.com (6/09 to Date) Lew is the most read expert on Producersweb.com and has 50% more fans than the next closest expert.
What do the readers of Financial Services Magazine, The IARFC Register, Producers Web, Financial Services Journal, Insurance News Net, Probe and many of the highest performing financial advisors and planners in our industry all have in common?
They all rely on the proven moneymaking marketing and sales methodologies and strategies we've developed over the past '3 decades' training financial advisors and planners to become top performing producers, who quickly grow their financial practices to new levels of success previously thought impossible.
Many of these advisors and planners are now at the very the top of our industry, and are consistently bringing in... Significant 6-figure and even 7-figure yearly incomes.
So, if you are really interested in learning how to attract the highest quality prospects, set more appointments,close more cases, to significantly increase your commissions, assets under management and/or your fee income, then we've got to clear the air and get real serious for just a moment...
I'll get straight to the point.
Whether you're new to the financial services industry, or an old pro...
Whether you are fee based financial advisor, or commission based…
Whether you are with a career company, or you are an independent...
Whether you are earning $5,000 per month, or $50,000 per month...
...The next few pages, along with our free weekly moneymaking newsletter (above) and our free e-book (below) could hold the vital keys to making your financial services career a lot simpler, more enjoyable and lead to a verysubstantial increase in your Commissions, Assets Under Management and/or Fee Income!
That's if you're prepared to keep an open mind...
Let's Start With The Bad News. In case you haven't noticed, there are literally hundreds of people in your immediate area that are marketing and selling the same products and services you offer. It seems that everyone today is calling themselves a financial advisor or planner. The competition in our industry has become extremely fierce from Banks, Brokerage Houses, Accountants, Attorneys, Mortgage Brokers and the Internet. Everyone is chasing the most affluent prospects. It's tough out there. And, it isn't going to get any easier, any time soon.
To make matters worse, our industry has had a lot of negative publicity: deceptive sales practices, low interest rates, stock market losses and companies teetering financially and going under. It's made most people very nervous and much more cautious. They just don't know who to trust. And, who can blame them?
It's time to face up to a glaring reality. Your 'Best Prospects' aren't going to call your toll-free number, access your website, mail in your reply card, talk to you on the phone, attend your financial seminars, or set an appointment with you if they believe you're just another salesperson after their money.
If you want to be successful and earn the income you are capable of, then you must find a way to differentiate yourself from all the other advisors and planners out there. Your prospects must see you as more than just another salesperson.. You must find a way to start building strong relationships, credibility and trust. You must become the most recognized and 'Trusted Financial Advisor' in your local community!
"I am finishing my finest personal production year ever, and that is directly attributable to the change in marketing efforts I have instituted since meeting Lew and Jeremy. (7/2008) After 25-years in this business I guess I have proven that you can teach new tricks to an "old dog."
Tony Brazeal, RFC, RFP, FMM, MDRT - TX (25 years in business) December 2008
President, Pathfinder Group, LLC a national brokerage agency
"...makes interviews exciting as well as rewarding."
"I must say that as a Financial Consultant with a securities license, I admit I was a bit apprehensive in getting your material. But, I did purchase the Advanced Fact Finding Techniques Video, which in turn convinced me to get involved with your personal coaching and the members only site. For the amount of money I spent, for the amount of such useful information, it is just incredible. I've logged hours, upon hours, of reading of such priceless, quality and helpful material on just about every aspect of the business imaginable. I've done Annuity Seminars for about a year now with marginal results. After applying what I've learned from you in just a few short weeks, I not only improved the quality of my existing seminar, but the appointments I've have made from the seminars have become much stronger. Potential clients come into my office, ready for me to help them. Gone was the skeptical attitude of, OK, what can you do for me? Replaced by, do you think you could help me too? Plus, they brought in all their statements, 1040 forms, old annuities, life insurance policies and long term care policies as well. Also, after just a few of your coaching sessions, which I highly recommend, have helped me put all of this together very quickly. Your smooth and simple, yet thorough approach to your Advanced Questioning Techniques, have not only helped me improve my questioning, but makes interviews exciting as well as rewarding." "Thank You." John Guntkowski, RFC, CSA - FL, (20 years in business)
Tony Brazeal
John Guntkowski
Now For The Good News! You can learn how to get in front of the highest quality prospects everydayand shut out your competition - with the right help, training, coaching and guidance.
And, it doesn't require trickery, grandiose claims, replacement, bait and switch tactics, or any of the other less than ethical schemes being taught and used out there today.
I know it all seems impossible. You were probably told the same things when you entered the financial services industry. However, you'll have to bear with me for a couple of minutes, because this time it's all true.
And, in case you are wondering…
My sons and I have been training, coaching and mentoring financial advisors and planners for almost three decades.
Look, there are only a handful of advisors and planners in this industry who are making most of the money. What is it that they know, that 95% of the other financial professionals don't know? That's the information we're going to share with you.
Important Message... Unfortunately, most people are looking for a quick fix, something new and exciting that requires very little time or effort on their part. If that's what you are looking for don't bother reading any further.
The truth is, there is very little, if anything, that is actually new or exciting about the marketing and sales strategies being used today. Contrary to all the hype, it's all been done before. The real problem is that most advisors are missing the 'Insider Secrets' and 'Tricks of the Trade' that makes these proven marketing and sales strategies work. The reason why people love our advisor newsletters, e-books and systems so much, and are so successful using them, is you get all the 'Insider Secrets' and 'Tricks of the Trade', to make these marketing and sales strategies almost foolproof!
As in life, most times it's the littlest things that can make the biggest difference. What most advisors and planners fail to realize, is that in a good economy almost any marketing you do, good or bad, will produce some positive results and you can make an adequate living. But, if you want to be earning a consistent six or seven figure income, especially in this economy, you must get back to real marketing and sales fundamentals and learn the 'Insider Secrets' and 'Tricks of the Trade.'
And, most of all you must be really helping people!
So, if you are ready to invest a little of your time to learn the real 'insider secrets' to attracting the right prospects, you can take your sales to the top of the industry…
"...it was the best investment I could have made in my practice!"
"Many "experts" claim to have the answers on how to grow your insurance business. It is nice to actually meet someone who really has the tools and strategies needed to succeed. Lew Nason is the person who truly delivers. I attended his boot camps in 2005 and purchased his training kits and it was the best investment I could have made in my practice!
Kevin Davis, NY (18 years w/Northwestern Mutual) October 2009
"We have put together back to back 30k months (commissions)..."
"Lew, we have put together our 2 most successful months in a row! I took your advice and focused solely on the things that would bring revenue into my business and cut all of the things that were distracting me from that core focus. For me, that effort is primarily speaking to groups of people. We have put together back to back 30k months (commissions)and are speaking to 2-4 audiences per month. The beautiful thing is the more people we help, the more referrals and momentum we build. I'm on track to finish the year two months ahead of my personal goals."
Beau Henderson, RFC - GA, Sept. 2009 (9 years in business)
Kevin Davis
Beau Henderson
Slash Your Learning Curve To Just Weeks!
Discover... the Leading, MostAffordable and Complete Sales Success Systems, Tools, Support and Advanced Training for Financial Advisors in the Industry!
There is a reason why... we have endorsements from many of the most respected and trusted names in the financial services industry... and our competition doesn't!
There is a reason why... successful financial advisors, financial planners and MDRT qualifiers who have received training from other organizations, are now investing in our systems and live training events... and are constantly recommending us!
There is a reason why... these advisors are doubling and tripling their income within 30-60 days! And, these advisors are consistently earning $20,000 to $90,000 per month!
Now the question is - Would you like to be a member of this elite group of Top Financial Advisors and Planners? All it takes is an open mind, a willingness to learn and a commitment to make it happen… and then (as the Nike commercial says)...
Just Do It!
Discover Why '9 Out Of 10' Financial Advisors Are Able To Double and Triple Their Monthly Income Within 30 to 60 Days Using These Time Tested, Proven Marketing, Prospecting, Appointment Setting and Sales Techniques.
Here's what your associates are saying about our incredible, comprehensive training, coaching, support and sales systems for financial advisors and planners...
Video Testimonial
Lewie Wood, CLU, LUTC
('MDRT Hall of Fame' - 40+)
Video Testimonial
Roger Brown,RFC, CSA, CFE
('MDRT' - 38 yrs in business)
Endorsements From Respected Financial Leaders and Advocates
"LewNason deals with the true issues of financial planning. Issues that have been forgotten by most agents, advisors and planners. It's that missing link! If you really want to be helping people, get reconnected with your clients and grow your business, then Lew's systems, and training are absolutely essential!"
I. Jeff Eshun, Ph.D., HD, FMM, RFC, IARFC Canadian Chair,
Jeff is the President & Co-founder of Solutions 21 Financial & DSC Lifestyle Services. Woodbridge, Ontario, Canada.
If you're looking for the ultimate in marketing, prospecting, appointment setting and sales solutions, with long lasting results, then check out this free e-book to get started on your way to earning $20,000 to $90,000 every month… even in this economy!
Free E-book... How To Attract
And Sell Your
'PerfectProspects'
In Spite Of This Economy
Download It Now!
"I am so glad I found you when I did, so early in my career. "
Lew and Jeremy, Thank you so much for everything. I don't know where or how to begin to thank you for all you have done for me. As you know, I have been in this business for 4 years. I was working with another advisor in his office, and have had an average amount of success in helping people. Last year, when I began to work on my own, I knew I needed additional training, knowledge, and support in order to help more people, and to become an excellent advisor. Finding the two of you, and working with the two of you, was the best thing that could have ever happened to me and my clients. I have learned more from the two of you in 3 months than I did in 3 years working with the other advisor in his office (and you are all the way across the country).
After doing my first workshop at the end of September, (2008) and after getting back in touch with my current clients (through your newsletters) I have submitted over $30,000 of life business…. IN JUST ONE MONTH! Although the additional income is nice, without a doubt, the best part of your whole system is the simplicity in helping clients. I finally feel that I am offering clients more than just retirement planning. I know that my clients will be better off after meeting with me than they were before. Your system is so easy to understand, to explain to clients, and to implement, that it's almost ridiculous. I am so glad I found you when I did, so early in my career. I look forward to many years of working with the two of you! Thanks Again!
Bryan Schurter, FMM, RFC - CA (4 years in business)
Bryan Schurter
We are here to help you. Please call us toll free at 877-297-4608… (9AM - 5PM EST)
Yours in success, Lew & Jeremy Nason The 9 Out Of 10 Guys Consultants, Coaches… Mentors P.S. If you feel hesitant for any reason, ask yourself this important question: "What have I done in the last 90 days to increase my sales and my profits?" Please take a few minutes and visit our Free Marketing and Sales Tips pages and get to know us before you invest in any of our systems, tools and training. Then give us a call, toll free @ 877-297-4608!
P.P.S. If you are a current member of NAIFA, GAMA, MDRT, the IARFC ora graduate of The American College give us a call today for your special discount! If you are not a member of one or more of these industry associations... you should be!
Endorsements From Respected and Trusted Industry Leaders
"I know and respect many leading financial planners who credit Lew Nason for the key role his famous Insurance Pro Shop played in increasing their professional skills and success. Lew has grown into one of the most powerful people in our industry when it comes to increasing sales and improving services for clients."
Loren Dunton, Founder of the financial planning profession.
Loren Dunton
Endorsements From Respected and Trusted Industry Leaders
"Back in 1955 I was thirty-two years old and started my insurance sales career. In those days we did not have the famous Insurance Pro Shop that now turns-out top producers in many countries..."
Mehdi Fakharzadeh
The above line was spoken by the world's most successful living and active insurance sales agent, Mehdi Fakharzadeh. This statement from the internationally acclaimed MDRT sales leader appears in Cindy Wang's recently published book and is in both the China version and the English version.
Mehdi Fakharzadeh and Lew Nason
Endorsements From Respected and Trusted Industry Leaders
"Lew Nason has a special gift for putting into simple words the essential wisdom that remains forever effective for increasing financial sales and service. Plus, he adds super-important new knowledge that is uniquely his alone. Nason imparts these understandings so effectively that his priceless knowledge remains fresh and usable in the minds of agents and planners long after his training sessions are over. It is obvious that Lew walks his talk." Charles "Tremendous" Jones
International Sales Trainer, Professional Speaker, former "top five world-wide insurance sales producer. Author of the two-million copy best-seller Life Is Tremendous.
Endorsements From Respected and Trusted Industry Leaders
"Lew Nason hits the nail right on the head. Lew's analysis about selling Insurance (and for that matter any product - financial or otherwise) holds so true - we are ALL our own worst enemy at times. Each of us is our own worst enemy - Lew makes that case beyond any doubt. Lew's salient points are a gentle reminder to us all, to always ensure that we attain, maintain, and provide, the highest standards of personal conduct to our clientele, our peers, our staff, our communities, but most importantly to ourselves. We are ultimately answerable for our actions. Great points are always made by Lew Nason and his lessons are always timely for every one of us."
George Flack, CFP, FPNA, AFAIM, RFC
"Money Management" Magazine's 1996 & 2004
"Australian Financial Planner of the Year"
Endorsements From Respected and Trusted Industry Leaders
"I work with many of the biggest and most respected names in the financial services industry, most of whom believe as I do... Lew and Jeremy Nason are the most effective trainers in our industry."
Forrest Wallace Cato, RFC, RFMA, CRR, CPC,
Legendary Media Consultant To The Financial Services Industry
Endorsements From Respected and Trusted Industry Leaders
"Lew and Jeremy, Thanks for inviting me to attend your 'Found Money Management™ Training Boot Camp.' For an accomplished producer, author and trainer in his 69th year to attend a boot camp of any kind may seem odd to those with a jaded outlook on living and learning. I want them to know something they don't. I learned and re-learned more in two days with you than I learned in almost 40 years of continuing education training and self-study. You have put together the strongest and most straightforward marketing and sales training program I have ever experienced, and you deliver it impeccably. I have already recommended this program to over two dozen of the largest producers in the country and will continue to promote it in any way I can. If someone's aim is greatness in financial sales, he or she needs your training programs."
Jeffrey Reeves, MA - CO
Sales Trainer, Author of Money for Life, 40+ years as a Financial Advisor
Lew Nason and Jeffrey Reeves, Author of Money for Life, meet at the Found Money Management™ Boot Camp in Dallas, GA.
Endorsements From Respected and Trusted Industry Leaders
"I began by selling financial services and I can assure you that Lew Nason is one of our greatest authorities on improving financial sales!"
Brian Tracy, International Sales Trainer
Tracy began his career in the financial services industry where he built a very large sales organization. He is one of America's "most booked" speakers and sales trainers.
Brian Tracy
Learn More About Us... And Our Affordable, 'Cutting-Edge' Life Insurance and Annuity Sales Systems, Tools, Training and Support!
Disclosure… The income statements and examples on this website are not intended to represent or guarantee that every financial advisor will achieve the same or similar results. Each individual's success will be determined by his or her desire, dedication, marketing background, products, effort and motivation to work and use the material, tips, advice and training in these programs. There is no guarantee you will duplicate the results stated here. You recognize any business endeavor has an inherent risk for loss of capital.
