Thank you for the dynamic, simple
principles you shared with me and others at the Trusted Advisor Success
Training Boot Camp two weeks ago. Yesterday, I made my first calls to
share the Found Money Management (FMM) principles with an existing
client, a referral, and a friend at a property and casualty agency I refer
business to here in town. And, I’m batting three for three because I used the
questioning techniques you taught me.
After my first
telephone coaching session with you this morning, I met with a gentleman whose
situation you and I had discussed. After answering his questions about an old
whole life policy, I asked him if he had anything else he wanted to discuss and
he opened up to tell me about his financial situation. I asked him the basic 5
W’s (Who, What, Where, When and Why) and how he felt about his current
situation... The result is that we are meeting next week to discuss his IRA
(held in cash currently) and money market investments which he will consider
moving into a Fixed Indexed Annuity. He was utterly amazed when I described in
general how these products work.
I also scheduled a
meeting with a client to do a fact finder and review the FMM concepts such as
Home Equity Management, which he and I had briefly discussed prior to my
attending the Boot Camp. He was anxious to get together. He and his wife are
believers in cash value life insurance, have debt and a desire to get rid of it.
They also want to put away more for retirement.
Then, I met with a P&C
agent and went thru the IRA & Qualified money five minute idea, which I copied
from you and the response was funny. She said, “Why would anyone put money into
an IRA or retirement plan,” just like you said it would happen, exactly. She
asked me if I would meet with her and her husband, and could I help here
daughter and soon to be son in law to get off on the right foot as they already
have substantial debt.
I look forward to
sharing the results of these and many more appointments in the very near future.
One new client from any one of these appointments will easily cover the
investment I made in the Found Money Management Boot Camp.
Thanks again for
helping me simplify and focus my business by helping me understand how I can
immediately help my neighbors get out of debt and live truly wealthy.
Congratulations Mark!
And, Thank You!
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reason why over 30 of the most trusted and respected names in this industry, the
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and hundreds of successful financial advisors highly recommend our
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