A turn-key business development system based on the Science of Happiness. Attract, convert and retain wealthy
baby boomer investors with compelling PowerPoint presentations
and the Life Satisfaction Index software.
Packed
with step-by-step processes, sample scripts, letters, and
forms, Effort-Less Marketing for Financial
Advisors synthesizes more than a decade of expertise
in building profitable financial service businesses into a
single book.
This
set of Microsoft Word templates includes the forms, letters
and questionnaires you'll see as you progress through the
exercises in Effort-Less Marketing.
Start Developing the Lucrative CPA Niche Today—Blast your
income into the stratosphere by creating win/win
relationships with important centers of influence. Learn
powerful strategies that have made millions for financial
advisors.
Attract Tons of Wealthy New Clients—stop chasing and start
attracting your best prospects. Learn strategies that top
financial professionals use to generate over $1 million
per year in fees and commissions.
Identify
Your Most Profitable Opportunities—Learn how to consistently
identify money in motion and pools of capital in your market
area. Conduct market reconnaissance using our interview questions
and scripts to uncover hidden opportunities for financial
advisors. Includes detailed
profiles of 22 of the hottest niches for financial advisors.
