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2	Investment Advisors’ Challenges How Can You Cost-effectively attract ideal, wealthy investors Stand out in a commoditized market Generate substantial recurring revenue from low-maintenance clients Our Solution – Vision Coach Relationship Builder Active-response marketing tools Software to document vision of ideal future, and track progress
3	Wealthy Investors Want More than Competent Service & Advice Rating 1. Overall expertise 91 2. Care taken to identify unique wants & needs 89 3. Comfort with money management style 84 4. Trustworthiness 82 5. Discretion 81 12. Investment performance 27 18. Cost of services 9 Source: Cultivating the Affluent, Russ Alan Prince & Karen Maru File
4	Discover the Unique Payoffs Each Investor Wants from their Money
5	Happiness is a Subjective Feeling of Well-Being Happy People Earn More Money, Enjoy Life More, Achieve More, and Live Longer
6	To Attract (& Sell) Ideal Wealthy Investors — Evoke Positive Emotions — On Purpose Positive Emotions Generate a Desire for New Information & Relationships
7	Vision Coach Relationship Builder Turnkey Business Development System
8	Vision Coach Marketing Steps A Value-Added, Client-Centered Process
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10	The Key to a Longer, Healthier and Happier Life
11	Focusing On What We Don’t Want Creates Negative Emotions
12	Focusing On What We Do Want Creates Positive Emotions
13	Your Positive Vision of the Future^™Becomes Your Emotional Lighthouse
14	Scientific Research Has Discovered Six “Happiness Factors”
15	Vision Coaching Enhances Investment Advice
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17	Each “Happiness Factor^™” Has Three Components
18	Invite Qualified Prospects to Discover How You Can Turn Their Vision Into Reality 1. Vision & Happiness Coaching Only 25 years old + Want assistance turning your vision into reality Not a “good fit” for services listed below 2. Vision Coaching & Financial Planning Usually “better than 50” Annual household income of $250,000+ Want a relationship with a financial advisor who will help turn your vision into reality 3. Vision Coaching & Comprehensive Wealth Management Have achieved or close to “financial independence “ $1,000,000+ of investable assets Want a relationship with a financial advisor who will help turn your vision into reality
19	Quantify and Track Subjective Well-Being in the 18 Happiness Components Life Satisfaction Index Software Sorted by “Most Important” and “Least Satisfied” Focuses conversation on the emotional payoffs each client values most Increases confidence and trust
20	Monthly Marketing Goals 2 speeches per month = x 40 in audience = 80 qualified prospects 80 prospects x 10% = 8 participants for conversion workshop 1 workshop with 8 “buying units” x 75% = 6 appointments for advisor 6 appointments x 50% = 3 new clients / month 3 new clients x $350,000+ = $1 million+ of new assets
21	Self-Funding Marketing System Costs 80 lead-generating packages x $3.00 = $240 13 Appointment-generating packages (3 singles, 5 couples) x $20 = $260 Workshop refreshments = $200 Workshop room rental = $300 TOTAL COSTS $1,000 Income 13 participants ($99 singles, $149 couples) $1,042 Net Cost = - ($42) Plus approximately 2 days of presenter’s time and admin time
22	Advisors’ Training & Support 2-day basic training (optional) E-mail and phone support Monthly conference calls Licensee web pages for Audio & video trainings Downloading materials Community interaction Updates
23	Benefits for Financial Advisors Offer something ideal wealthy investors value more than money Make a compelling offer to a large number of qualified prospects each month Advisor or someone else can present Self-funding Generate recurring revenue from $250,000+ accounts
24	Remember the Most Important Thing… Focus on Desired Payoffs — Not the Products or Process
25	The Next Step $4,500 Investment Send an e-mail to Sarah at smoeller@businessvisions.com Requesting a Start-Up Kit Order Form 800-678-1701 ext. 208