What Are You Going To Do To Make Sure You Have A Strong Finish For 2017?

Here are a few quick ideas that the best advisors we work with are using! These ideas are bringing in immediate sales…

  • Why not, once a month, offer 10 of your clients, family, friends and prospects a free educational workshop on ‘Living Debt Free and Truly Wealthy!’ or on some other immediate problem you can solve for them. The workshop will cost you less than $100.
  • How about forming a true ‘Joint Venture Partnership’ with a P&C agency (or some other business) and have them offer a free financial consultation from you, to their best clients. Or, they can invite their best clients to your free educational workshop.
  • Or, how about you send a letter to your best clients asking for their help, with a referred lead form? And, then follow-up with a phone call, a few days later.
  • Are you sending your clients, family, friends and prospects a monthly newsletter? When was the last time you included a referred lead form with your newsletter? And, then followed-up with a phone call, a few days later.
  • When was the last time you offered your clients an annual review? Annual reviews are a great way to make additional sales… and get referrals.
  • Why not offer to be a guest speaker at a local association or religious group? And, then offer them a free report and a free financial consultation.

These are just a few of the ideas that the best advisors we work with are using to bring in sales.

What else can you think of?

Yours In Success,
Jeremy Nason

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