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Introducing a Powerful New Value Proposition for Financial Advisors |
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How to
Attract, Convert & Retain $250,000+
Accounts in the Post-Meltdown
Era! In this special
report I’ll reveal a powerful new marketing system
for attracting wealthy clients—that doesn’t cost you anything to use. Read on and discover how you can: Ø Offer a new
value proposition that is highly
attractive to today’s prudent investors, no matter what happens in the
markets; Ø Transform
your current clients into marketing apostles who recommend you
to their family, friends and colleagues; Ø Rapidly upgrade
your client base with
a continuous stream of motivated and pre-qualified prospects with over
$250,000 of investable assets; Ø Customize
inexpensive marketing materials to clearly communicate your benefits to qualified prospects and centers of
influence; Ø Learn a simple but compelling
“on-boarding” process that turns qualified prospects into happy clients; Ø Inspire your new
clients to transfer all their assets to you, ASAP!
Steve Moeller President American
Business Visions, LLC The “Passive Marketing” Days Are Over I hear it all the time; It’s tougher
than ever to land new accounts for investment advisory services. In
the good old days the markets’ performance drove investors to work with
investment advisors. To gather assets all you had to do was wait for the
phone to ring and then customize a portfolio for each prospect. You had to go
through an “sales” process, but the prospects’ desire to invest was a given. Today,
after 10 years of dismal market performance, most people have lost their enthusiasm
for any investment, or to hire any financial advisor. The market meltdowns of
2000 and 2008 traumatized America’s investors. Their confidence is shredded
and their mood has turned sour. That’s
why the traditional value-proposition that, “I can do better than your
current advisor (or manager),” doesn’t work anymore. This creates a problem
for advisors who don’t adapt. But it creates huge opportunities for advisors
who use my system. If
you want to pro-actively attract wealthy clients today, you need a new value
proposition that can transform market-shy prospects into satisfied clients. You need to offer something that your
prospects can’t get anywhere else—that they really, really want. What Motivates Wealthy Prospects to Hire
An Advisor? We humans make all our decisions
through sub-conscious emotional processes. Then we justify our decisions with
logic. Logic doesn’t motivate us to act. It only helps us decide which
actions to take to (try to) satisfy our subconscious drives. That’s why “without
emotion there is no motion.” But
most investment advisors ignore emotions and exclusively appeal to the
logical part of their prospects’ brains. That communications tactic can work
in hot markets, but it fails miserably when your prospects’ motivation is
weak or non-existent. That’s
why just crunching numbers and optimizing portfolios for investors is an
obsolete value proposition. It won’t help you stand out as different and
better than your competitors. Today,
you must offer compelling benefits, and have an experiential
“on-boarding” process that stimulates
your prospects’ emotional desire to hire you. Prospects will
only hire you if they feel that
doing so will make a positive impact on their lives. If
you’re still trying to attract and sell investors with information, you’re
probably getting frustrated. Here’s why. Too Much Information Turns-Off Prospects
– When you base your
value proposition and “on-boarding” process around numbers and financial
advice it’s easy to confuse your prospects with to much information. This is
especially true if they are prudent delegators. Confusion is a negative
emotion, which creates a number of challenges. When we experience negative
emotions, our bodies automatically trigger a “distress response.” This causes
adrenaline to flow into our blood system and urges us to fight, freeze or flee. If you’ve ever heard a great prospect say,
“You’ve given me a lot of good information. Now I need to go home and THINK
ABOUT IT,” you’ve experienced the failure of information-based marketing. To attract, engage and satisfy
today’s skeptical investors, you need to do more than provide good
information. You must be able to clearly communicate how your
services will make a personally meaningful impact on their lives. Most importantly, your “on-boarding” process must evoke
positive emotions such as; trust, hope, anticipation, optimism and
desire. Simply put, you need less
information and more emotion in your marketing and selling processes. A Value Proposition that Attracts Prudent
Investors Attracting wealthy prospects and
motivating them to hire you requires different skills than selling
investments in a roaring market. It requires you to learn new
conversations and develop new “on-boarding” processes. Here’s why. The
Great Recession has caused a near universal re-evaluation of investors’
goals, expectations and even values. More and more people are realizing that money
itself, isn’t the ultimate goal. Using money to create e high quality-of-life
is. This
is why today’s investors are much more likely to hire you if they believe you
will enhance both their financial independence and their
quality-of-life. So,
the secret of attracting $250,000+ accounts in the post-meltdown era is:
don’t sell products, processes or performance. Show your prospects how you can help them use all of their resources
to create the best their best possible life. Dreams and Emotions Drive Investor’s Behavior
— Fanning
the flames of desire requires you to uncover the subconscious dreams and
aspirations that motivate your prospects. That’s what my Visionary
Advisor process does. It empowers you to attract qualified prospects to a
Vision Coaching session to clarify their ideal future and to learn how
you can help them achieve it. Discussing
the ideal future with prospects evokes powerful positive emotions
including trust, empathy, optimism, and desire. But asking about their goals
doesn’t tap into their subconscious motivators. That's because dreams and
visions “reside” in the subconscious, emotional regions of our brains. But
goals “reside” in the conscious, logical regions of our brains. It’s this emotional connection that
makes visions much more motivating than goals. (My interview
questions trigger the dopamine-based “wanting circuits” and the
oxytocin-based “bonding circuits” in prospects' brains). Once your
prospects have a clear vision of their desired future, they have an
emotionally compelling reason to hire you—especially in uncertain
markets. I’m
not talking about manipulating your prospects, or selling them something you
can’t deliver. I’m talking about coaching each investor to clarify
what they want to do, see and experience in the remaining chapters of their
lives. Then use your analytical skills and investment expertise to
help them to prudently pursue their dreams—for the rest of their lives. This
emotionally-based attracting and “on-boarding” process focuses your prospects
on the benefits of your services. It creates a much higher perceived value
for your analysis and advice—they are the roadmap to their ideal future. And
it turns market-shy prospects into happy clients. (This process can also transform
your current clients into marketing apostles.) A Turnkey Client Acquisition System
that’s Been Tested and Proven Here’s an overview of the Visionary
Advisory Quick Start program. The components are straight forward, but
the results are transformational. The
program includes all the marketing tools and the training that you need to
attract, “on-board,” and retain wealthy clients for your investment advisory
services. My Visionary Advisor Quick Start
system has six key components:
By
combining life coaching, investment management, financial planning (or
scenario planning) with investment advice, you can offer a compelling new
service;
Life & Wealth Optimization. This is exactly what wealthy
investors want. They will be eager to get started as soon as possible. There
are no mail lists to buy, advertising costs, expensive seminars or meals to
pay for. And compliance is a snap since this material is
“not securities related.” It simply explains how you help people clarify what
they really want to do in the next chapters of their life, and then help them
get as close as possible to their dreams. Start
marketing Life and Wealth Optimization services right away with the
scripts, training materials, interview questions and PowerPoint presentation. Get Started for as Little as $995 The
tools, processes and strategies have been field-tested by other advisors.
They’ve been refined, perfected and simplified into a step-by-step
appointment-setting and “on-boarding” process. This system is the
quickest and easiest way to build your income and your assets under
management. Learn All the Details During a Free
Consultation If you want to attract a consistent
flow of wealthy investors without spending a fortune, this marketing and
on-boarding process may be for you. I
don’t have space in this report to give you all the details on how to use
the system to attract $1 — $2 million of new asset each month. So,
if you are looking for a better way to build your business, call me for a
free consultation. I'll answer all your questions. Call Now to Make 2011 Your Best Year Ever You could let this opportunity pass
you by. But, if you’re ready to ramp up your income, you owe it to yourself
to check this out. The
next step is to call me at 800-678-1701. Or, send me an e-mail at smoeller@businessvisions.com. I’ll start you on
the path to a fast growing business and a happier and more rewarding career. Yours in success,
Steve Moeller President American Business
Visions, LLC P.S. Remember, your
best clients and prospects value quality-of-life even more than money. This system
will empower you to attract ideal wealthy investors by connecting your
services with the things your prospects want even more than money. |
Steve
Moeller 800-678-1701 Call or email
me with questions or comments. We
generated over $1.9 million in new assets and $6,000 in planning fees in the
first 30 days using Steve’s Vision Coach system.” — Kate G., RIA, Southern
California “I
just landed a $1 million account that was referred to me by a CPA because of
my new Vision Coaching services. I
never knew that attracting wealthy investors could be this easy.” — David B. RIA, SC “Steve’s
Vision Coaching services empowered
me to attract an $8 million and a $3 million account. My new clients
are becoming raving fans.” — Thomas W., Investment Advisor, NJ “Using Steve’s Vision Coach process, I brought in over $22 million of new assets last year. That’s
almost 5 times more money than I ever attracted in any of my previous 22 years in
the industry.” — George W., RIA Princeton, NJ “In just the
first six months of using the Visionary Advisor process, I added over $14 million in new assets under management.” —
Thomas H., CFP, RIA, Indianapolis “By using
the Visionary Advisor process my partner and I have increased
our revenue from $1.6 million to $4 million over the past 5 years.” — Barry G., Southern California |
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