"I've been beta testing the Vision Coach system for almost 2 months. I'm becoming overwhelmed with opportunities generated by this new service. I have 5 major strategic alliances in the works; any one of them will lead to a continuous flow of ideal prospects for my investment management services. One of the major employers in the state wants me to educate his key executives, managers and retirees on the Science of Happiness. I've never had such a powerful sales tool; its unbelievable how positive people are."
-Dave B., RIA, Delaware


System Benefits
 

Create an Emotionally-Based Marketing & Sales Process that:
  • Scientifically guides your clients to understand the emotional payoffs they want from their money and their lives
    .
  • Turn your clients and centers of influence into marketing apostles
    .
  • Upgrade your client base to happier, wealthier and more appreciative clients
    .
  • Increase your recurring revenue with a higher flow of wealthy prospects
    .
  • Improve client satisfaction and retention




Position to Attract Ideal Clients & Centers of Influence
  • Positions you as a Vision Coach who combines the science of happiness with professional investment management and financial advice
  • Makes you attractive to happier, wealthier baby boomer investors who want advice on applying their resources to enhance the quality of their lives. Whiners and losers will generally not be attracted to this message.
  • Makes you attractive to key centers of influence who want to work with a client-centered advisor who has unique value-added processes for wealthy baby-boomers
  • Opens doors to hidden opportunities that are closed to product-centered financial advisors. There are thousands of small groups meeting every day all throughout the world. They all are interested in happiness.
Communicate a Topic of Universal Interest to Wealthy Baby Boomers and Key Centers of Influence
  • No more expensive publicly marketed seminars, grinding out mass mailings and phone-calling, or buying free dinners for toxic prospects!
  • Present free, educational seminars on, Living in the Endorphin Zone - How to Turn "Your Second 50" Into the Happiest and Most Fulfilled Years of Your Life, to qualified audiences
  • Active-response e-mail invitations and phone scripts help you book lead-generating speeches and get qualified prospects to attend your presentations.
Attract Participants for Vision Coaching Workshop
  • Guide your audience through a fun, experiential process that puts them in a good mood and make them an irresistible offer.
  • Sign-up participants for a more in-depth workshop with a low-key sales pitch and active-response order forms.
  • Convert qualified prospects into pre-sold clients at a four-hour Vision and Goals setting workshop.
Convert Qualified Participants into Happy Clients
  • Meet with qualified workshop participants who want your help developing a written financial strategy to achieve their visions and goals
  • Demonstrate how you can help them develop a plan to achieve their new vision and goals
  • Open new accounts with happy wealthy investors based on your proposal to help them achieve their new vision and goals
Provide On-Going Value
  • Use the client-prepared reports to document each new client's vision and goals
  • Track client's progress with periodic Life Satisfaction Index reports to compliment your existing investment performance reports
  • Encourage your clients to make decisions and take action towards their dreams and goals

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