101 ways to attract affluent annuity prospects clients

http://www.advisorclix.com/Windfall/wind.htm

Hey,

It’s 101 out and so I thought I would share 101 ways
to attract perfectly qualified, affluent clients!

In our world, (the financial services industry), summertime

seems to cause an inordinate amount of pain for most

producers, advisors, and planners.

Seminar attendance, (which has been abysmal for the

better part of two years), gets even worse during the

“Summer doldrums”.

Response to just about any kind of marketing or

advertising goes into the outhouse faster than a camper

with a case of the “Rocky Mountain Quick Step” during

the heat of summer…

There’s a visual for you! My bad!

Yet, the interesting statistic is that the entire industry

as a whole, does not see a significant downturn in

new account openings, transfers, or a decrease in

new assets under management during the “dog days”.

Let me give you the interpretation of this discrepancy

between a typical adviser’s summer downturn versus

an unaffected industry as a whole…

Whereas, prospects aren’t coming out into the heat of

summer for either a seminar or a workshop… and, they

don’t “seem” to respond to local marketing messages…

They are still doing whatever they can to get the most

effective and safest return for their investments.

The “industry” as a whole is not dumb… they spend

hundreds of millions of dollars each year to get into the

heads of investors… they buy research, (demographic

and psychographic data), like yuppies buy Starbucks.

And…

They know that when advisors stop marketing for the

summer it’s prime “pick off” season for them!

Wire houses, insurance companies and banks all step

up their marketing and advertising during the summer

looking to scoop up “orphaned” or “disenfranchised”

clients.

What they know (that most advisors don’t) is that investors,

retirees, and those about to retire, NEVER stop thinking

about their investments.

Summer, winter, spring or fall… they are thinking about

and researching the best… the safest… the most secure…

They just don’t want to go out in the heat!

So…

They do their research from the cool comfort of their living

room or den…

They surf and click and ask for information. They surf

and find peers talking about what concerns them and

they join in on relevant conversations…

And guess what? Someone responds to them!

Someone, probably thousands of miles away from them,

(sitting in a booth), responds and gives them the answer

to their question(s) and accounts get transferred…

IRA’s get rolled over… new accounts get opened… and the

institutions cut out the adviser one investor at a time…

If you are foolish enough to believe that investors don’t do

what investors do, just because it’s hot, cold, summer or

winter, you deserve what you get!

On the other hand, if you want to know how to be the solution

that investors find during your “doldrums”… if you want

to learn how to beat the institutions at their own game…

If you want to be the adviser that investors find ALL the

time — not just during the heat of the summer, then you

need this system:

http://www.advisorclix.com/Windfall/wind.htm

Have a great day!

Brian

P.S. I HIGHLY recommend that you add it to your arsenal!

 

Want to give your practice a MASSIVE boost into 2007 and beyond? Even if you didn’t qualify to join Kelly Shaw the 5th and 6th in Turks and Caicos, you can STILL get…
If you’re ready to catapult your income anywhere by $100,000 to $250,000 next year, this message is for you! Read on because…   Dear Advisor, It doesn’t matter if you didn’t qualify to join Kelly in Turks and Caicos on the 5th and 6th … You can still be one of the first to own his “12-Steps to The Practice of Your Dreams!” “12-Steps” isn’t just a “how to”, it’s all of the marketing, advertising and sales systems that Kelly uses in his practice every day. Understand… It’s taken me three years of begging and pleading to finally get Kelly to sit down and lay out EXACTLY how he grows his practice… to “give up” his system to a select few advisors that don’t work in or around his hometown of Temecula, California. In addition to the systems he uses, Kelly has agreed to divulge the EXACT planning process he is using RIGHT NOW for himself to insure that 2007 is his most successful year ever! That’s right… if you don’t practice in Temecula, Kelly will literally open up his very active brain and reveal his incredibley powerful strategy to anyone looking to dramatically improve the size and profitability of their senior practice…
Let Kelly teach you how to find affluent senior prospects looking to entrust someone with their retirement assets… prospects that need distribution advice… prospects that need help with their estate. In this system, Kelly reveals his thought process and the techniques he uses to insure that every year his practice size and income jump (not just grow)! Plus, he actually gives the the marketing and advertising pieces and strategies that we’ve developed for his practice. If you’re looking to make a quantum leap with your business, then you need to listen to Kelly! Why Kelly Shaw? Well… Kelly sells millions of annuities each year, adds millions under management, hundreds of thousands in fees and his business is in the upper 1/10th of 1 percentile in the industry… Plus the industry accolades speak for themselves. The Society of Senior Market Advisor’s nominated him to its Hall of Fame in 2005. He speaks at industry events all over the world… his presentation at the Senior Market Expo in 2006 was voted both “Best of Show” and “Most Informative”. You can read his “Coaches Corner” in Senior Market Advisor Magazine*, or read him online at ProducersWeb.com Kelly doesn’t need to “prove” anything to you because he uses these prospecting and lead generation techniques in his business everyday to create a very comfortable SEVEN FIGURE INCOME! Now… you might still be asking yourself, “Why should I spend a dime to listen to what this guy has to say?” “Why Should You Listen To Me? Because I Use Systems, Strategies and Tools That 98% Of Advisors DON’T Even Know About! And, On Top of That…My Income Dwarfs Most AGENCIES… So, Evidently, I’m Doing a Lot of Things Right!”“ With that said… If you truly want to model the best in the industry… get your copy of this powerful system and learn from and model a true “master senior marketer”. You will learn EVERYTHING you need to attract the perfect senior client. Plus everything you need to DO NOW to insure that 2007 is your best year ever and 2008 is even better… You’ll learn precisely what you MUST DO to guarantee an INCOME that goes nowhere but STRAIGHT UP each year! Kelly will reveal proven relationship-building techniques that will build client loyalty while empowering you to break out of the pack by changing the way you use your time!  “12-Steps to The Practice of Your Dreams!“ Here are some of the strategies you’ll discover: How to put together a seminar that affluent seniors flock to! How to guarantee you have more clients than you can handle! How to keep clients from going to meet with the local P&C agent! How to invest in your mareketing to create the freedom and lifestyle you really want! How to develop your “x-ray vision“, so you can recognize the $10,000 bills lying around your market, waiting to be picked up! Why now is the best time in history to enter the affluent senior market! Seminars… or direct to your office new client presentation? Find out which is the best investment (and which is right for you) and why! Here are even more of the real-world, street-smart strategies you’ll discover… Is a newsletter right for you and your business, and if so, what’s the best issues to write about that interest seniors and will cause them to see you as an expert in your field The best system that you can use to ethically and subtly build a professional referral business with prominent CPA’s and estate planning attorneys How to use the tapes, or the audio files of your seminars as powerful marketing tools… with complete details of what to do, where to offer them, etc. How do you become the designated financial advisor at handpicked businesses in your local community… and how do you turn that business relationship into a tremendous referral opportunity? How to create INSTANT STATURE in your local community with all respect and prestige that a respected senior market advisor would require? How to put on informational lectures and seminars that draw hundreds of people that you can easily turn into clients How to follow-up with clients to guarantee the optimal number of visits from those clients each year, (and their family or beneficiaries) if applicable. How to use birthdays, holidays, and special occasions to galvanize an impenetrable bond between you and your client… a bond that will harvest years and years of future profits. (Done correctly EVERY adviser should have actions, scripts for your assistant or receptionist, letters to send out, timetables, in the exact procedures to take with the corresponding explanations of why you should do each marketing procedure.) Amazingly, not one advisor in 1000 does this simple process! Overlooked ways to make your waiting room or your lobby so inviting desirable that your clients will be excited to come to your office, and after having sat in that waiting room they will be pleased to be part of your clientele. Do you see the possibilities available in your own practice? You can learn more ways to make more money then you ever imagined attainable… the stars are within your grasp, as this multimillion dollar producer shows you how to go there in the blink of an eye! Success beyond your wildest dreams awaits.  Are you interested? There’s no doubt in my mind that if you will listen and then act upon what Kelly will share with you, you can realistically expect a 200% increase in your personal income in the next 18 months alone. And, if you’re the slightest bit ambitious, you could amass far greater achievements! One thing is certain… The worst possible thing that could come from reviewing this superstar’s system, is that a whole new world of marketing possibilities will open to you… You will be shocked and amazed at how much money is available to you… and how utterly simple attracting affluent or wealthy senior clients can be, if you go about marketing, advertising, planning and selling in a very methodical basis. “12-Steps” Is Your Fast Path to Million Dollar Production Whether you want ads, sales letters, call scripts, website landing pages, whatever… with the “12-Steps” system all you have to do is just key in your name, phone number… maybe your address and viola! Instant marketing! (With an easy to use WYSIWYG editor your possibilities are nearly infinite!) Sales letters, voice mail scripts, landing pages for web sites, and MUCH, MUCH MORE! While there are just 12 steps that Kelly uses to promote his practice, attract perfect prospects and retain clients for years upon years, this system contains… More PR, marketing, advertising, lead capture systems then has ever been compiled in one company, let alone in one complete package! Pick a market… poke a button and up comes your marketing system! Pick a niche and a marketing medium (newspaper, senior publication, weekly reader, etc…) poke a button and up comes your ad. IRA’s, rollovers, annuity owners, timid investors, burned and jaded investors, pre-retirees, rich retirees with distribution issues… “12-Steps to The Practice of Your Dreams!”™ will bring them through your door! Rapidly attract new affluent and/or wealthy client to your business… Watch your bank account surge with massive levels of cash.. Humiliate your local competition… And take your business — from wherever you are at right now to startling success in a matter of weeks or months. You will be so glad that you were first to respond because you will control everything you need to attract your perfect client and close them. Only one system will be allowed per market area, and you will control your market! But remember… We will NOT sell this system to you if you are in the Temecula MSA. I could go on for hours, but let me summarize why you MUST get “12-Steps” today. …Because the marketing pieces and sales strategies you will receive are based not on opinions, or theory, but on solid research of the most effective ways to influence others, plus literally thousands of scientific split-run tests that we’ve conducted to attract clients. …Because Kelly’s system will help you perfect the art of persuasion regardless of what you sell, and because the advertising and marketing materials will have your calendar stuffed with as many prospects as you want to see each week.. …Because you are going to be spoon fed the best gems of persuasion and direct response wisdom Kelly has gleaned from almost 20 years of hard work, passionate dedication and relentless searching for the best ways to make others respond favorably… for less then the cost of a gym membership. …Because there are shortcuts to whatever you want in life—money, fame, status and the freedom of financial independence, all of which can be yours once you know how to persuade others to do what you ask and have a system to get them in front of you. …Because Kelly is literally giving you the exact tools that you need to create millions in sales each year – just like he does. Now, if this was just any advisor on some mundane teleconference, or a system from some self-described marketing “guru” that learned how to make “$180,000 working from his kitchen table in his underwear”, it probably would be worth a lot less, and probably not even worth owning! But, if this multimillion dollar producer can teach you how to bring in twice as many clients, how much is that worth? If he can show you how to double your commissions or double your fees from the clients you currently service, what is that worth to you? If he could show you how to take any and every marketing, promotion, PR or advertising endeavor your currently engaged in or investing time and monies in and increase its effectiveness by 5, 10, even 25 times… Obviously, you must agree that just one idea gained from this powerful system could be worth a FORTUNE! In summary… You’ve invested years and years learning yor profession… You’re committing your entire life to the practice of that profession. It seems only logical for you to want to garner the absolute maximum amount of prestige, respect, profit and long term net worth you possibly can out of this lifetime investment you’ve made… 12-Steps will help you realize enormous gains toward your goals. Two items before I close… This system will begin shipping June 15th and Kelly has agreed to allow kbWilliams customers, clients and friends to have first crack at the system with an “early bird discount”. The “12-Steps to The Practice of Your Dreams!” system retails for $249 which amounts to a fraction of the first commission check it will create for you. On the 16th of June the price will go to $389 if you buy it via the internet… the sales organization (with live sales operators) will be selling the exact same system for $1495. Frankly, it’s a bargain even at that price because it will reap you returns for years to come. But why wait? Lastly, consider this, if there is one individual that can teach you how to create millions in sales in just two years – from scratch – Kelly Shaw can! And, he’ll show you how to have fun while you are doing it! YES! I Want To Climb Into The Mind of THIS Multi-Million Producer, Here’s My Order! Kelly’s system can change your life… it will certainly change your business… Don’t pass up this offer! Order today. Warmly, Brian Williams P.S. Kelly is only going to allow 300 systems to be sold… Because of the 100,000+ that read his coaching article in Senior Market Advisor Magazine and on ProducersWeb, I would imagine that these systems will fly off the shelf. If I were you, I wouldn’t wait because those systems will be gone in a couple days. (Click HERE to order now.) P.P.S. This one program alone can give you the tools to have as many rich senior clients as you want… and it can bust your practice wide open in less than 90 days. If you don’t act, you may be acted upon. One of your competitors WILL own this program. Take the reins. Take charge. Control your destiny. Order today because your competitor could lock you out! * Senior Market Advisor Magazine and ProducersWeb are trademarks of Weisner Publishing and has no affiliation with kbWilliams Marketing Group, LLC Wealth Webinar Registration Form © 2007 kbWilliams Marketing Group – All Rights Reserved 1630 North Main Street # 430 Walnut Creek, CA 94596-4609 Home – Partners:AskBrianWilliams | EIA Magnet | Leads2aSale

Imagine getting paid every time a seminar prospect looked at your invitation and then tossed it in the trash while muttering, “No thank you?”!

Annuity Marketing – How Would You Like 20 Out of Every 100 Prospects To Either Buy From You or Pay You Just For Having Viewed Your Marketing Message… How About Even More?

2/27/08
From: Brian Williams

Good evening,

Ok, first let me apologize for the play on words… we are both old enough to remember the “Dire Straits” song, “Money For Nothing”.

Musicians get paid every day for “nothin” and now so can you!

With that said…

Let me tell you right up front that this message could well be the longest I’ve ever sent via the E mail route…

However, it could be the message that opens your eyes to probably the most important, (and exciting), change in attracting and screening qualified prospects to YOUR practice that has occurred in over 100 years.

NOTE: If you don’t have time to read this full message I’ll tell you what I tell my clients all the time…

“Go sell something!

“THEN come back when you can kick the door closed and shut off your phone…”

This message is THAT important!

Now, if you are still with me…

You might want to grab a cup of coffee, or a soda, (or your beverage of choice), because we are going to be a while… and I’m about to rock your little world…

I’m about to shake the very core of everything you ever THOUGHT you knew about marketing your service(s) to investors… to pre-retirees looking to maximize their retirement income… or retirees looking to pass their life’s work to their family… or to friends… or to charity… or their loved ones…

AND…

How to those looking to keep the IRS out of that decision!

I’m about to show you how to make money from not just your client relationships…

Not just from selling annuities or life insurance… or from fee-based planning…

But from your marketing and advertising as well!

(YES you can make money FROM your advertising/marketing efforts!)

I’m not going to shovel some crap about making money selling annuities or life insurance from your kitchen table in your underwear…

I’m not going to foist “Fed-bait” on you like, “marketing annuities or financial services to seniors“…

What I AM going to share with you is…

Something that has never been divulged in the financial services industry…

In fact, out of two million individuals that call themselves, “financial advisors” I’ve only downloaded this information to 28 professionals before today…

So, let’s begin the lesson!

First, let me ask you a question…

Is every prospect that you see “qualified”?

It’s not a trick question… but we both know the answer, don’t we?

Of course they aren’t!

There can be a thousand reasons why they don’t “fit” your practice…

• They might not have enough money
• Their case might be too complex — or more likely — not complex enough
• They might be locked in to another advisor
• They might be “lookie-loo’s”
• They might be egg-sucking plate-lickers or “professional seminar attendees”
• They might not believe in annuities
• They might worship Suze Ormon… “Dear Lord help them!“
• They might not like you
• You might HATE them!

Goodness…

I could do this all day long, but the fact of the matter is that regardless of how well you “pre-qualify” a prospect, you don’t know if they are truly qualified, until you spend time with them.

And even then, there is a 62% probability that you won’t do business together!

So…

Regardless of your level in the business, you are spending most of your marketing dollars just to find a prospect that will spend an hour with you personally.

And, then, just so you can qualify each other to go to the next level… true?

TRUE!

Now, this might blow your mind, but I have clients that spend up to $75k a month (MONTH) just to find 12 new clients a year…

Yes, I said 12 (TWELVE) new clients a year!

Obviously, these are the rare exception in the financial services profession, but everybody spends something to prospect for new clients — even if it’s just their time.

Further, in some form or fashion, every advisor runs through hundreds of unqualified prospects each and every year of their career.

And what do you currently get paid for those non-qualified prospects?

NADA?

BUPKUS?

ZILCH?

ZERO!

So…

What if…

What IF you could get paid something… (from as little as .10 cents to as much as $300) for each of your unqualified prospects?

(Unqualified prospects that you don’t even have to meet with!)

What IF you could get paid NOT just for the prospects that you see who are unqualified, but also for a majority of those that just took a two or three second glance at your marketing message then “tossed it”?

Does it sound like “pie in the sky”… a panacea… too good to be true?

It’s not… we do it every day!

Now, before I tell you how you you can get paid for your unqualified prospects, let me ask you another question…

What if…

What if you could have not just one or two ways to attract, (and pre-screen prospects), but hundreds?

Better yet…

What if you could get in front of a virtual flood of hundreds or possibly even thousands of investors and/or retiree’s looking for you or the service you provide… not in a year or two… but in a single day?

Would life be different?

Dumb question, right?

Well, I’ve been shouting that the world has changed over the past two years.

Those that “get it” are already at the very forefront of this massive change in the way that we communicate and they will dominate their market, plus…

They will have income streams flowing from dozens of sources where they use to spend money…

I’ve been talking about using the internet and social media marketing for years. But not using your web site like everyone else does… heck you don’t even have to have a websites to use my strategies…

You see, I’ve built two systems (three now) to tap into technology and either target one wealthy investor at a time, or to throw as wide a net as you chose…

Yet, less than 1/1000th of one percent of the industry have listened and responded — and it’s no shock — most that have are already owners of firms that NET over $1 million a year.

You see, they “get it”… they understand… finally!

After hundreds of consultations… after hundreds of “marketing interventions” they finally understand that today there are dozens of services that will PAY YOU for leads/prospects that you can’t sell, or that don’t qualify for your service!

On the flip side…

I’m seeing 20-somethings that grew up on this technology who are entering the financial services industry and are already creating businesses that make 30-year veterans green with envy. Simply, because they understand social marketing and have no “hang ups” about using technology in a manner that baffles most of us “old farts”!

As an example…

My 19-year old daughter who isn’t in the financial world and who “doesn’t know what she wants to be if she grows up” is currently making over $3000 a month using this technology… without a product or her own websites!

Ali’s a very gifted photographer with a passion for shooting up-and-coming bands…

She posts her pics all over the planet and one day I said… “Hey, Ali, you should get yourself a Google Adsense and Amazon Affiliates account and put your links on the pictures that you upload to your friends.”

I didn’t say anything else to her and had completely forgotten the conversation until two months later a check rolls in from Google addressed to Alixsandra Kaitlin Williams — $1387.69. (This was two years ago!)

Al’s doing her “I got a pony!” dance with Kate and I’m trying to figure out why Google’s sending her money…

She said, “Dad, you told me to get a Google Adsense account… I just did that and gave them one of the blogs I set up on Blogger…”

Me… to myself… “What the heck is ‘Blogger’?”

Today, Blogger… Blogspot… Blogharbour… Bloginairre… are part of our marketing world.

And, my daughter now receives about a dozen checks from Google, Amazon, Flikr, eBay, etc., a month when she’s not even intentionally in the “marketing world”!

How many 19-year olds do you know that make $36k a year just entering college and without a JOB?

Imagine what you can do when you get “intentional” about your efforts?

Onward…

So, who is going to pay you for your marketing?

Here are some names that you might recognize: Google, Amazon, eBay and Yahoo.

Here’s some you’ve probably never heard of: ClickBank, Commission Junction, Azoogle, HydraMedia, NeverBlueAds, IncentaClick.

These are some of the bigger names, but like I said, there are dozens of what we call “leads networks.”

Now, I can SHOW you how to make money from these sources while you are doing YOUR marketing… or we can BUILD a system for you. (It’s the proverbial “give a man a fish vs. teach a man to fish” scenario.)

But you choose…

Today I’m going to talk to you about us building out your marketing… tomorrow, if you are adventurous, or have time on your hands, or can’t afford for us to build your system, I’ll talk you about how you can do it for yourself…

If we build your system, we do everything for you, and it’s going to run you about the cost of one seminar for us to do it for you… (http://advisorclicks.com/leadsxtreme.htm)

However, like I said… we DO everything… we build it… we manage it…

We grow and take care of it’s upkeep.

Now, while our experience shows that it takes about four months for the service to really kick in, (and to begin to create a flood of leads for you), during that four months we create over a dozen lead/prospect sources for you. (For less than you would invest in one seminar…)

And, here’s the interesting part…

Every single marketing source is aimed at finding the exact prospect that you want to work with…

We drive them to a “capture mechanism” that creates a full contact record for you…

Then the system qualifies and re-qualifies them to a point where you can ultimately determine if you want to meet with them or not…

And get this…

They are pre-screened, screened, re-screened… qualified and re-qualified without you doing a thing!

You never have to meet with them until you are sure that they have enough information about what you do to request a “first date”. Or, that you know enough about them to “accept the date”!

But here’s where it gets interesting…

By this time you will have hundreds of “prospects” flowing through your system every day… and it doesn’t take a rocket scientist to know that only about 10 percent of those investor/retirees MIGHT be qualified to be in your book…

(Your system will purge out the “non-qualified’s”.)

However, during this purging process, we put in place a mechanism that will allow those individuals passing through your marketing system a way to pay you “just for passing through”…

Better stated, you will have a way for others to PAY YOU for prospects that flow through your marketing net that don’t qualify or “fit” your practice!

Here’s how it works…

We set up over a dozen blogs, websites, hub pages, etc., and then we tell the search engines, (Google, Yahoo, MSN, AOL, etc.), that there is a product/service/expert in your city — namely you.

(With current technology we can drill it down to your neighborhood if you choose.)

On each of these websites/blogs/hubpages/social networking/social bookmarking site we place articles, audio and video, relevant content and items of interest to investors/retirees in your “neighborhood”… then we give them a way to learn more about what you do.

We do for you what we done for a small group of clients this past year… using this technology we’ve helped a very select group of clients to dominate their local market and media. We’ve helped others to become a nationally-recognized expert by quickly and easily appearing all over the internet in the exact locations that investors are looking for information about:

• How to avoid investment mistakes that many retiree’s make
• How to keep the IRS out of your IRA
• How to not blow a rollover
• How to stretch your IRA to three generations
• How to maximize your retirement income
• How or why a reverse mortgage makes sense to cover the income gap
• How to convert to a Roth IRA and why it makes sense
• How to pay less (or no) tax on their social security income
• How to deal with their RMD
• How to create a retirement income you can’t outlive
• How to control your assets from the grave
• How to profit from your life insurance

Whatever it is that you do, we help you “position yourself” to the market.

Then, if the prospect chooses to not engage you, we give them options…

First, they can leave quietly and with the exception of the digital footprint that they leave on your site, blog(s), hubpages, etc., you won’t know that they were there. (Obviously, that’s a poor choice, but I won’t lie to you – it happens.)

Or…

They can chose to take a different path off of your site(s), and depending on how they leave your marketing system, you will be paid anywhere from 10 cents to $300.

And, YES, you heard me correctly…

You get paid if they leave your marketing machine because they chose to NOT do business with you!

With this system after four or five months your marketing efforts transition from a net drain to a profit center.

And, as if that weren’t exciting, (and shocking), enough…

Every week we add new content, so the profitability of your marketing efforts will begin to grow exponentially as search engines like Google, Yahoo, AOL and MSN start directing investor/retirees to your marketing sites because they are content rich, optimized and relevant!

Over the course of a year it will appear to the search engines that you are “everywhere” and incredibly relevant to your niche market. And, because you (the sites that we set up for you) will be carrying their (Google, Yahoo) ads they will push traffic (read that prospects) at you.

Note: we can do this for you whether you are registered or not…

Now, with this system, we have automated the process of capturing lead information and then making an immediate offer to those leads, based on their specific information, desires, and situation. And, so far, using our methods we’re seeing conversion rates on these lead offers of anywhere from 5% to as much as 20% or more.

When you’re converting at 20%, which is nearly unheard of elsewhere, 20 out of every 100 visitors are taking action and that action is paying our clients both from the resulting new client or from the prospect that “went away”. Something never heard of in this industry!

Given that the industry average from most marketing is about 1% conversion, it’s plain to see how your profits will stack up exponentially!

Even if the prospect does not initially accept your lead offer, you still have their contact information and their permission to market to them on an ongoing basis.

And you’re not limited by email, either.

You will be able to contact and market to these prospects in a variety of ways, including:

• Direct mail – letters, CDs, magalogs, you choose the format. Leave “email deliverability woes” behind and send real mail!
• Voice broadcasts – send a message direct to your prospect’s voicemail, as easy as sending an email but enormously more personal, persuasive, and profitable.
• Fax broadcasts – follow up with your prospects by sending them a real-world piece of paper… a fax! Break out of “inbox clutter” and put your message physically in the hands of your prospects.
• Postcards – one of the most low-cost, high-return methods of marketing available is an easy and inexpensive way to contact your leads. Plus, postcards are “naked mail” that gets read by everyone who touches it… multiplying the power of your promotions.

If and when you chose to stop marketing to your prospect you can let the system send the lead into one of the “lead networks” and every time a company like Norwegian Cruise Lines or Countrywide Mortgages contacts that lead you get paid! (Thousands of companies want the opportunity to market to your ideal prospect!)

So, if you missed it before, now you can actually make lead generation into a revenue source instead of it simply being a cost or expense!

If you want us to build your system, then go here…

http://advisorclicks.com/leadsxtreme.htm

If your pocketbook won’t allow this investment but your desire to grow your practice does… watch your email’s in-box tomorrow…

If you have time to build your own marketing system, tomorrow I’ll show you how…

But if you want us to do it for you, you’ll need to hurry… we only take on a few clients at a time for this incredible service.

Go here to learn more… (http://advisorclicks.com/leadsxtreme.htm)

To your success,

Brian

J. Paul Getty once said, “If you want to become wealthy then you must look at what the masses are doing and do the exact opposite!”

So, if you want to be the wealthy advisor in your town, pay attention because I’m about to tell you about the brand new breakthrough marketing/lead generation service – LeadsXtreme™ – the financial services marketing service that will change your business forever.

And, this is the important part so listen closely…

YOU DON’T HAVE TO DO A SINGLE THING
ONCE THE SYSTEM IS IN PLACE!

That’s right… we do it all for you!

We build it… we install it… we run it… we care for it…

All you do is sell the prospects it creates for you.

LeadsXtreme™ is:

• A system that is guaranteed to bring you more prospects each and every year then the year prior
• A system that won’t go stale… won’t lose its effectiveness… in fact, the longer it operates the more powerful and profitable it will become
• A system that won’t have you out putting on dinner or lunch seminars
• A system that can be used to attract annuity clients, or LTCI prospects
• A system that won’t have you worrying about mailers or advertising

In fact… LeadsXtreme™ can be employed to attract whatever type of prospect that you choose to service in your practice.

Here’s one of the most important features of this system… you don’t have to do any work… period! That’s why we around the office we are calling it, “the lazy advisor’s lead generation machine“!

You simply tell us what type of prospect that you want to attract and we do all the work for you!

LeadsXtreme™ is so powerful and flexible that it can be used by just about any professional for any type of marketing.

It can be used to attract prospects for whatever your specialty or niche is… Here’s just a few examples:

• IRA rollover marketing
• Roth IRA conversions
• How to avoid taxes on capital gains
• 1031 Exchanges
• Annuity strategies
• Wealth Acceleration
• Trust issues
• Forming or running a foundation
• Retirement issues
• Estate planning
• Tax planning, etc.

The possible uses of LeadsXtreme™ are limited only by your imagination.

And, one of the beautiful features of the system is, it can either “brand” you, or it can be built in such a manner as to shelter your involvement from “prying eyes”.

If you have a known brand, or a generous compliance department, you can just put yourself right “out there”.

So, Andy, you could use LeadsXtreme™ to attract “Peace of Mind Investors”…

Jim, you could use it to grow your “Pay Taxes Later” brand.

Al, you could show all of Canada how to make a mortgage deductible with your “Mortgage Busters” program.

Thomas, you could be teaching people all over the planet how to “Have a Lifestyle by Design.”

Eli you could be the king of electronic retirement planning…

Mark you could own the “Point and Figure” investor market…

Rich, overnight you could become my Dad’s (and every senior that is nuts for classic cars) best friend!

John, you could be up to your eye-balls in divorced, wealthy women! (Not the kind you currently attract;)

The future of your practice

From:  Brian Williams

 

Good Morning,

 

Let’s get right down to the heart of the matter…

 

The power, the force, the overwhelming issue in your life as a producer is the ability to see a steady stream of qualified prospects – day-in-day-out.

 

The single factor that drives more good sales people and advisors from the industry is the inability to create that stream of prospects – not from the ability to close a sale.

 

The Do Not Call list and CAN-SPAM act changed the face of prospecting forever…

 

And for most advisors, direct mail and asking for referrals will not get you enough prospects to make you a top producer.  Further, “gravy train” or seminar marketing is become more expensive and less effective.  And, “compliance issues” have all but neutered any marketing message for registered advisors.

 

Ineffective marketing cannot create desire for your product or service, and it won’t fill your calendar.

 

There is only one thing that can take your hopes, your dreams, and desires, and transform them into reality in this, your chosen profession.

 

“What is the ‘one thing’?” you ask.

 

It’s this…

 

It is having more prospects than you can physically see. This should be the producer’s task: Not to create this stream of prospects – but to tap into an existing source and profit from it.

 

Marketing for quality clients changed forever in 2006-2007.  If you want to have a practice in the coming years, (and not be amongst the ever increasing herd of advisors failing out of the industry), you need to adapt. You need to learn how to tap into the flow…

 

We’ve created the solution for you.  Check it out at:  http://leads2asale.com/Pro.html

 

You’ll be glad you did!

 

Have a great day.

 

Brian 

From the desk of:  Brian Williams
I warned you last year that it was coming…
Good Morning!
Ok…

It’s time for a wake up call!
Annuity marketing, or any kind of financial services marketing, (as we know it), was forever changed in 2007.  Unfortunately, the entire financial industry… more clearly stated — most of your peers — missed it.

(Good for you… bad for them!)
Those that are really clueless won’t even know what hit them for at least another year or two when they “pop” 7500 big ones and nobody shows up at their seminar; (today “prospects” are showing up just for the free grub). So, if seminar marketing isn’t working, then what are you left with, direct mail? (You can’t call… you can’t fax… you can’t email…) So, yeah, direct mail. Well….

In a year or two prospects won’t respond to that message either because all it will be able to contain is a picture of a beagle puppy, or a gecko or dancing monkey and one monster-sized disclaimer!

Yet, most advisors will blindly go about their business mindlessly spending dollars and then breathlessly waiting for the phone to ring. Sadly, their business can’t survive…

Yours won’t either unless you adapt…

When I originally spoke on this issue this time last year, (and created a marketing system to address it that we lovingly called “Client Acquisition System Extreme”), the industry was already in full-blown disarray. Pink sheets were flying on Wall Street and regulators were sitting in advisor’s seminars in a massive crackdown. Meanwhile, buying behavior all across the globe was being changed by a phenomenon that Bill Gates called, “convergence technology.”
Gates called this a revolution… “A time when the internet and technology seamlessly intertwines itself in our lives…  the way we communicate… the way we buy… the way we live…”  Your prospects are fully involved in convergence, are you?

Probably not…
Sadly, the entire insurance industry has always been made up of “late adopters,” especially when it comes to marketing, advertising, and sales system…  When something is “old hat” in any other industry, ours is just trying it for the first time and praising itself for it’s “forward thinking”! While the world (your prospects) was piling into “convergence technology” most advisors still operate with an AOL email address and no web-site.
If that weren’t’t bad enough…
The industry is in turmoil of it’s own making… everywhere you look there’s increased scrutiny from the regulators, the media, or worse, your own home office… where some pencil-pushing, mouth breathing moron dictates that you can’t have a way to communicate with your clients that doesn’t include a bible-sized disclaimer on it!
It all sickens me, but we pretty much brought it on ourselves…
It’s no great surprise that while the financial trade rags are “yammering” about the “vast industry opportunity” (brought on as boomers migrate to retirement), what you don’t hear anything about is the horrifying failure rate in the industry… some of the biggest broker/dealer’s, agencies, producers, reps and advisors are busting out of the business.
In fact, in just ’07 alone I watched as 12 of my good friends, (with combined books of over a billion dollars), had their contracts yanked because, “…your production doesn’t’t meet our standards!” (How could it? They were quite literally neutered in the message that they could deliver to qualified prospects.)
I won’t name the company, but you would recognize it immediately by the bovine in it’s advertising!  (Bullish I say!)

Any way… we got ourselves into this predicament for one reason; the powers that be, (whether bureaucratic or corporate), are doing their best to fully commoditize the industry – and we just go along for the ride like sheep to slaughter.

So, whether through regulation or corporate decree, the ability to individualize or credentialize, (or stand out from the crowd in any way), is being quickly stripped away from us.

But it doesn’t have to be…

You have a choice… you can sit idly by and watch your business fall apart because you can’t marketing your practice the way you need to, or because the methods that worked a couple years ago don’t now due to market(ing) saturation.

Or… you can learn how to use a thousands-of-years old method of marketing but with a 2008 twist.
That’s right… there is a way to get your message in front of thousands of qualified prospects… to separate, differentiate and credentialize yourself… and in a manner that makes compliance issues other advisors problem, not yours!

The bottom line is, you can either keep doing what you’re doing today and join the ranks of the great unemployed in a few years, or you can take advantage of an exploding new trend that will change your practice forever.

If you’d prefer the latter, please join me for a private chat at: http://advisorclicks.com/Site/Pro.html

See you on the other side!

Brian

READ MORE

Note: This is a very limited offer… Project X™ is shipping now

“Aren’tYou Just Sick And Tired Of Struggling To Create Marketing, Advertising, or Sales Systems That Actually Make You Money?”

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From: Brian Williams Subject: “PROJECT X™” — Your fast path to million dollar production Dear Soon-to-be Million Dollar Producer, Every now and then I run into an advisor that “really gets it”… One that not only understands marketing but who has mastered it… one that has created a sales system for him or herself that easily pulls prospects into a “greased chute” and results in a sale, (or new fee-based client), every time. Many times you will find a producer/advisor that has a great sales process but is lousy at keeping clients… They can sell like “nobody’s business” but they don’t have the accumen to put together a process that not only retains clients, it locks them in like Crazy Glue on a sixth-grader’s fingers! It’s rare indeed to find one individual that not only has all the skills that I’ve already mentioned, but has created a “plug and play” system that ANY advisor can use to change their practice! A system that you can use to change YOUR practice… “Brian, I couldn’t stop shaking my head over the simplicity and elegance of ‘Mr. X’s’ system! No advertising… no seminars… yet tons of introductions from key influencers all around the city? 2008 is going to be something!” Want to hear more? Good… read on. As you know, I’m constantly on the lookout for advisors, coaches, trainers, or systems that I can bring to the industry. Having several hundred thousand advisors in my database gives me a pretty large “reach” and I love finding new ways to help advisors grow their practices. Recently, I was introduced to a gentlemen that has built a process that could change your practice… it could change your life for that matter! (He’s got a $300 million book so obviously he knows a little about growing a practice; attracting quality clients and keeping them.) He wants to help you! However, he shuns the industry… doesn’t go to conventions… doesn’t write articles… doesn’t want a thousand advisors calling him asking for help, advice or coaching. So… To protect his identity we worked out “an arrangement” that will give you access to one of the most incredible prospecting/sales/retention systems that I have ever seen, and yet keep him from being inundated with calls for “help”! So, from now on, my “partner” in this little venture will be referred to as, “MR. X”! And, we will refer to his system as, “Project X™“… Onward… If you love to attract highly targeted, perfectly qualified prospects after today you will not have any further excuses as to why you aren’t seeing as many clients each week as you desire. “I got my system on the 19th… because it was dead around here I cracked it open. Whew! Slick, slick, slick… that’s what this system is! “The day after I got it I went to my Mercedes dealership and sat down with the dealer and explained Mr. X’s system. He looked at me like I was crazy, but said, ‘That’s just about the most powerful marketing trick I’ve ever seen… let’s do it.’ “In spite of the holiday, we’ve implemented the ‘Mercedes Gambit’ on three perfect prospects this week and they are excited to sit down with me. I can’t recall a time when a prospect was both pre-qualifed, AND… excited to meet with me! Oh, and my influencer is totally jacked up to introduce me to his high end customers!” Acquire this system and you’ll never buy another lead and you’ll never worry about where your next client is coming from… EVER AGAIN! It doesn’t matter what you sell or what your specialty is… It doesn’t matter if you do (or don’t do) seminars… It doesn’t matter if your compliance department is really a “sales prevention” office… Mr. X’s compliance attorneys are probably the most draconian group of “little Hitler’s” I’ve ever ran into and yet every single piece of marketing/advertising/sales materials in this system got past his compliance! What kind of client do you want to serve? Business owners, IRA’s, rollovers, annuity owners, timid investors, burned and jaded investors, Boomer’s needing retirement acceleration, pre-retirees, retirees with distribution issues… You decide which client you want to serve and Project X™ will bring them through your door! I’m about to show you how to tap into the most powerful marketing system in the financial industry… one of the only systems that address all five pillars of a healthy practice: Pillar #1: Bringing in new clients Pillar #2: Increasing the profit per sale Pillar #3: Increasing the number of sales per client Pillar #4: Increasing the length of client retention Pillar #5: Increasing the amount of new clients under management through client introduction You’re about to be freed of a business filled with wasted time, energy and expense. Now that last statement was bold so… Let me tell you why the “Project X™ System” is so different and why it should be in your arsenal… When you use “Project X™” you aren’t “prospecting” any more… not in the traditional sense you have known prospecting to be in your previous life… No more wasted advertising… No more sending 10,000 postcards to get 50 broke people sitting in a Cracker Barrel Restaurant “willing” to listen to a pitch just so they get some free grub… No more weeks spent sifting through a list of broke prospects conducting one boring fact find after another just to uncover one prospect with SOME assets… I guarantee that you’ve NEVER seen a system like this! “Brian, we’ve bought every system that you’ve put on the street and have had great success with Miracle and CASX. However, Project X is revolutionizing our practice. NO MORE SIX FIGURE ACCOUNTS! “Only SEVEN FIGURE ACCOUNTS from now on! (At least for the partners!) “Using X we identified two sources of high net worth clients; 1) new memberships at Tamarack and 2) real estate acquisitions either on the hill or within one mile of the resort. Using the X model, we met with the club sales manager and the resort property sales director. Because X looks like it’s “part of the resort package” and it provides so much ‘value added’ for the resort, our influencers are swamping us… (Wow, when can you honestly say that you have more qualified prospects in the pipeline than you can get to?!!) “In line with Mr. X, we’ve dubbed this tactic the “Resort Gambit”! “The bottom line… one month in and we have 13 new clients — not one with less than a million under management. That is more business than we’ve booked in 16 months! X is pure genius and we want to thank you for not allowing other advisors in the McCall/Tamarack area to own it!” Depending on the type of client you want to service… You will learn how and why to sell your local RICH market with a system that will leave your competition scratching their heads and your clients introducing you to their beneficiaries, charities and rich friends! You will learn how to dominate the local business market You will learn sales strategies to convert the “just about to retire’s”, the “I have a million in a pension plan that I need to roll over” and even the “I have millions in my IRA and I don’t want my kids to squander it” groups. You’ll learn how to completely automate the growth of your practice. And, way too much more to list here… As you read this letter you will find yourself compelled to a whole new level of production… Why? It’s simple… You’re Going To Be One of the Project X™ Success Stories! You will use “Project X™” to clone your 10 best clients and turn on a machine that generates 60 wealthy clients in one year and a healthy six or seven figures in ADDITIONAL cash. You will use “Project X™” to land the three most influential CPA’s and estate planning attorney’s in your town and you’ll leverage the relationships for HUGE PROFITS. You’ll use “Project X™” to attract attract influencer resources that your competition couldn’t even dream of… have luxury auto dealers, commercial realtors, resorts and spa’s introducing you to their “A List” clients You will use “Project X™” to attract ANY wealthy client you want. MORE MONEY — MORE INFLUENCE — MORE PRESTIGE You Are Going to Become “The Advisor” In Your Town… (the one that everyone secretly envies!) I am 100% confident that you’ll agree that there’s no other marketing system that can deliver such high impact value when you consider… “Project X™” is going to put the wealthy, the high-powered, the famous, the professional referrer (CPA, estate planning attorney, realtors, business brokers, etc), or the decision maker for 100′s or even thousands of employee’s pension or retirement accounts in your lap! Sell annuities? This system will provide you a couple dozen ways to attract highly qualified prospects… in fact, this package offers a newly tested but NEVER before released system, just for you! Want to dominate the rollover market? Two completely different marketing systems for you! Are you a fee-based planner? A CPA? An estate planning attorney? You NEED “Project X™”! Seniors have all the wealth in this country, HOWEVER, it’s becoming a very saturated market… This system, (if you desire to be a senior market specialist), will make you the dominant senior advisor in your town in spite of the competition. If you want to go after the Boomer market, (and you should), there is a seminar aimed at “RETIREMENT ACCELERATION” that will set you apart from the entire industry! If you want to go after the business market… whether to work the pension market, the key man insurance market, executive carve-outs, or whatever… you NEED “Project X™“… If you are a generalist… now you have more marketing tools then you can ever use! If you are a niche marketer; you now have a system that is unique to your market, plus a massive repertoire to attack that niche… you have everything you need; post cards, ads, classified, sales letters, call scripts, voice mail scripts, and more! Project X™ Is The Absolute ULTIMATE Marketing Resource A marketing system for EVERY situation. Have an employer in town and you are aching to handle their rollovers – Project X™! Live near a senior community and want to be the local senior advisor? Project X™ Live for 1035 exchanges? Project X™! Want to help the wealthy real estate investor and understand the power of marketing to the 1031 exchange market? Project X™! Still love EIA’s… Project X™ A massive compilation of proven, field-tested marketing, and client retention systems… and you must have it in your arsenal! If you understand retirement planning and actively market your business… if you’re involved in advertising, mailing or seminars… Or, if you are looking for a fresh, unique system to bring you a flood of new, truly affluent clients, then… This Marketing Program Will Be Like Turbocharging Your Efforts! Project X™ gives you the power to move the world… or at the very least, move a HUGE piece of your affluent investor market into your book! You will see an explosion in new prospects, your phone will ring off the hook and you’ll experience a flood of applications! Overnight, you can “remake” your practice. Totally fill up your calendar with qualified, affluent clients. Engorge your bank account with massive amounts of cash. Smile confidently, comfortable in the knowledge that you own as many orphaned clients as you choose to rescue. And, transform your business — in any market — from zero to breathtaking success in a matter of days. Success beyond your wildest dreams awaits. Are you interested? Only 100 producers will own one the most unique marketing system ever created NOTE: kbWilliams customers are receiving first notification and access to this amazing resource, (and being given the opportunity to acquire it at a MASSIVE discount). Your first commission or fee will be 10 to 100 times more than this so don’t make the mistake of letting a couple hundred measely dollars get in the way of a lifetime of commissions and fees. The price for this brand new system is only $229 plus s/h. That tiny investment gets you the exact seminar marketing package that can take you from zero to millions of dollars under management (or millions in production) in just a few short weeks or months depending on your ambition level… Even if you only have a few investors of “size” in your book now this package is tightly-focused. It gives you the specific tactics, strategies and systems that will skyrocket your practice. Is this exciting or what? Lastly, no more than 100 advisors max out of over 10,000 competitors nationwide can get this price AND exclusive rights to lock up a 100,000 MSA. If you want to be among the 100 to lock down your area you must get your order in now. CLICK HERE TO ORDER — You’ll be glad you did! Here for your success, Brian Williams P.S. Remember, I wouldn’t wait because those 100 systems will be gone in a couple days. This one program alone can give you the tools to have as many clients as you want… and it can bust your practice wide open in less than 90 days. If you don’t act, you may be acted upon. One of your competitors WILL own this program. Take the reins. Take charge. Control your destiny. Order today! P.P.S. Money-Back Guarantee! You have 30 days to check everything out once you receive the package… and then decide for yourself if it’s what you want. Go through the entire program… put the package to the test for a full 30 days. Then, if you’re unhappy, for any reason, just ship the package back to me and I will refund all your money. (Minus the small shipping and handling costs, of course.) I know that you will be ecstatic with this program, because Project X™ really is the tool that you will be using for the rest of your career… a system that you can use to effectively grow your business and turn it into an asset that you can one day sell, or pass on to your family or loved ones… It is the only way that you can create a business that in five years (or much less) isn’t dependent on you — the salesman! CLICK HERE TO ORDER © 2007 Project X™ – All Rights Reserved Home – Partners: CASX™ | EIA Magnet | 139 New Clients | Monster IRA’s | Need SeminarsOur Newest Addition: “12-Steps to the Practice of Your Dreams” Copyright © All rights reserved. A kbWilliams Marketing Group Company 1630 North Main Street # 430 Walnut Creek, CA 94596-4609

Attention All Retirees!

This annuity marketing letter has generated over 400,000 inquiries from retired investors — feel free to model it. (Get the full annuity marketing system at: successful-advisor.com

Looking for Ways to Turn Years of Accumulated Savings in 401(k) Plans and IRAs into Reliable Streams of Income Without Suffering Stock-Market Upsets.

Sure, everyone wants to see their retirement plan grow by leaps and bounds. But nobody wants to see a life’s worth of work disappear in a “market correction”.

You’ve seen it happen once in the past several years… trillions of dollars disappeared virtually overnight – much of that was retirement money.

We are hair’s breadth away from a significant rise in interest rates, which always creates an adverse effect on the stock market. In addition, during a presidential year nearly anything can happen, and next year (depending on who wins) could be even worse…

If you are senior you can and should set up your retirement account in such a manner as to never have to worry about it again. If you already have your retirement account in place, there is a huge probability that you have already made one mistake that can cost you and your family a fortune when you pass on.
FREE BOOKLET REVEALS…

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For free information on setting up your worry free retirement, get your copy by calling…
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Do You Follow or Use an Annuity Lead System?

We aren’t all born “Cold Call Cowboys”…

And believe it or not, an “annuity lead” that you bought from a 3rd party is just about as close as you can come to a cold call for most producers will ever get. So, if you’re frustrated with your annuity marketing result or are having a difficult time closing annuity leads it is not necessarily because the leads are bad, but rather, that you are battling human nature.

Studies repeatedly show that we buy from companies or individuals that we know and trust. Here is a quick “prospecting strategy” to become known and to begin the process of developing trust with your soon-to-be-client within two weeks of your acquisition of the lead.

You may use the text from these files in either a postcard, or in a letter. We recommend the postcard because it will always get read. Three touches gets you in the door, five gets you a welcome reception.

Here Are a Few Leads To an Annuity Sale Direct Mail Letters

Touch #1…

http://www.advisorclix.com

Annuity prospecting introduction

Never struggle to find another annuity prospect. This two-hour annuity marketing seminar will give you over 30 different strategies to get in front of your next prospect.
Plus, much more!

• Get annuity prospects to practically beg you for an appointment!
• Get appointments with 50% – or more – of your prospects
in a cold market!
• Use the one law you must know and obey to capture affluent clients!
• Get Mr. or Ms. Big to literally run to the phone to take yourcall!
• Tap into the four magic questions top producers use to get showered
with referrals! This strategy works no matter how much you’ve struggled with referrals in the past!
• Eliminate all the typical objections clients have to giving
you referrals—and average 6-8 high-quality referrals from
every client
• Delegate the referral process
• Sell millions of dollars of products to prospects who are right
under your nose!
•Blast through call reluctance and emotional blocks to prosperity!
• Magically use the little-known strategy that practically forces
CPA’s to give you more referrals than you can
handle!

Part I (70-minutes)
Part II (70-minutes)

http://www.advisorclix.com