Do you want to gain a
significant competitive advantage over the other insurance agents, financial
advisors and financial planners in your local community? Plus, obtain valuable
expert knowledge to take you to the level of success, that most insurance
agents, financial advisors and financial planners can only dream of?
The Trusted
Advisor Mentoring Program is designed to give you the ongoing education,
expertise, credentials and tools you need to work confidently and profitably with
the virtually untapped Middle Income Family and Retiree Markets.
You’ll have a
significant competitive advantage over all the other insurance agents,
financial advisors and financial planners in your community, who have not made the effort to
establish themselves as "A Cut
Above!"
You’ll stand out from
the crowd and significantly enhance your career…
Trusted Advisor Mentoring Program...
Description
The Trusted
Advisor Mentoring Program is our most in-depth and exclusive training
opportunity. We will personally take you under our wing. We will explain why,
and show you how to use many of the advanced life insurance and annuity
marketing and sales strategies. Plus, we'll help you with case development and
product design.
The real power of the
Trusted Advisor Mentoring Program is in how you can master the
entire sales process, from attracting the right prospects to you, to closing the
sale. It's understanding the unique psychology behind every step you take with a
prospect. We are in the business of helping people to establish a clearly
defined set of financial priorities. Ultimately helping families to spend, save,
invest, insure and plan wisely for the future, to achieve financial
independence.
However, few people will want to meet with you, or take
action, just based on facts, numbers or promises. To be successful, you MUST learn how to
get them emotionally involved in the entire process! The Trusted
Advisor Mentoring Program’s primary focus... is about making you a
master communicator. So, you become the respected, trusted advisor people want
to meet with!
If you want to attract more of the right prospects to you,
set more appointments and improve your closing ratio to '9 Out Of 10', then you
must get involved in the Trusted Advisor Mentoring Program.
Trusted Advisor Mentoring
Program...
How To Qualify
First,
invest in, study
and get 3 months of personal, one-on-one coaching on either the...
And,
invest in and study the...
Important Note:
With the above training you'll also have the opportunity to
earn the accredited, industry recognized 'RFC' Designation...
Registered Financial Consultant from the
International Association of Registered
Financial Consultants!
Trusted Advisor Mentoring
Program...
Membership Benefits
As a member of the Trusted Advisor Mentoring Program
you’ll receive the following tools and services for only $197.00 per month...
-
Use of a
personalized monthly
Client Newsletter that
gets people to call you. Email it, post it on your web site and mail it to
your clients, friends, family and prospects. (value $59.95 per month)
-
Be listed as a Trusted Advisor and
a Certified Found Money Manager
with all your contact info, plus a
link to your web site on... www.foundmoneymanagement.org
-
Receive ongoing
education as a member of
the
Insurance Marketing and Sales Resource Center, our private web
site. (value $14.95 per month)
-
Receive ongoing
support, by sharing ideas and
getting help from other Trusted Advisors and
Found Money Managers.
-
Receive one-on-one mentoring each month
from one of the most respected and
successful teams of sales trainers, coaches and mentors in the industry.
(value $200 per month)
-
Receive ongoing
case study support which
focuses on evaluating, designing and presenting real-world case scenarios
using the Found Money Management™ strategies, tools and
techniques. The program consists of two case studies per month. (value $400
per month)
-
Discounted ‘Image
Branding Services’ from Forrest Wallace Cato...
Wally is an internationally renowned speaker and
Legendary Publicist to the Financial Services Industry who will help you to
get $100,000 of free publicity... that will make you famous and
continuously attract the right prospects to you! (discount $500 per month)
-
Annual Updates
for the Found Money
Management™ Life Insurance Sales Success Tool Kit, or the
Annuity Sales Excellence™ Annuity Lead Generation, Seminar
and Sales Success Tool Kit. (for only $100.00/ includes shipping) (value
$297.95)
-
Receive the latest
marketing and sales skills training
by re-visiting our Trusted Advisor
Success Training™ or the Advanced Questioning Skills
Training™ Boot Camps. Why? “You can never learn
less” We added this option after receiving many requests from
attendees who wanted to repeat the program. This was not because they did
not get what they needed out of the first time, rather because they got so
much. The Found Money Management™ marketing and sales
strategies continues to evolve and we encourage our attendees to re-attend
the program. (Only $100 to cover the cost of the food)
That's over $800+ worth
of monthly benefits, for just $197.00 per month
The bottom line is
you’ll be a member of an exclusive team of financials professionals who are
dedicated to helping... Middle Income Families To Live Debt Free and Truly
Wealthy!
And, you’ll never be
alone again!
$197.00 per month...
