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FIVE DAYS TO PROFITABLE REFERRALS
Referral-Based marketing campaign
Save now through February 28!
Use this turn-key campaign to develop professional referrals by educating advisers on the issues of estate planning – beyond federal estate taxes – and generate a higher volume of highly-qualified referrals. This comprehensive education-based marketing campaign will differentiate you in the marketplace, enhance your professional image, and help you go beyond casual, infrequent referrals to building true partnership alliances.
Five Days to Profitable Referrals is an educational marketing campaign built around an interactive, five-part study course for financial advisers. Suitable for insurance professionals, financial planners, investment advisors or accountants, the program includes
- Five professionally-designed, fully-scripted Power Point presentations for the lecture-portion of each study session;
- Success Guide, a step-by-step implementation guide that includes advice on how to conduct each session to build rapport, facilitate interaction, and develop key referrals; and
- Promotions Guide, complete with sample letters, invitations and follow-up advice to continue your momentum even after the fifth study session.
Note -- Your CD includes EVERYTHING needed to implement this program -- sample letters, e-mail announcements, and telephone scripts. We even walk you through the process of creating a marketing plan, and give you the worksheets and reporting forms to track your progress. But we don't stop there. We give you the vital aids to keep the momentum going -- even AFTER the workshop series is complete. Click here to learn more about this plug-n-play Marketing Campaign.
Order Now Through Feb. 28 and Save $100
HURRY! LIMITED TIME OFFER -- $595
SAVE MORE WITH SUCCESS INSURANCE
You want to generate more profitable revenue in 2006, and the Five Days to Profitable Referrals campaign is a great start. Make the most of your marketing dollars now and add SUCCESS INSURANCE! This package includes additional savings on the Ten-Day Online Course: Building Profitable Referrals AND our newest seminar marketing presentation, Top Ten Fatal Estate Planning Mistakes. Choose to add either, or both and turbo-charge your 2006 marketing!
TOP TEN FATAL ESTATE PLANNING MISTAKES
Downloadable Power Point® Workshop
Regular Price: $175
SUCCESS INSURANCE Package Price: $150
Add this powerful workshop to your FIVE DAYS presentation and show advisers how to recognize some of the "most popular" mistakes made by people at all levels, including business owners and the mass affluent as well as the highly affluent. Once they see this program, advisers will want you to present it to their clients at private workshops, client appreciation dinners and special events. Includes a Speaker's Guide to Audience Participation.
BUILDING PROFITABLE REFERRALS
Ten-Day Online Course
Regular Price: $149
SUCCESS INSURANCE Package Price: $125
Participating in this online course is a GREAT FOUNDATION to ensure your FIVE DAYS TO PROFITABLE REFERRALS is targeted to the PROPER referral audience, is well-received by your audience, and avoids the WASTED time of TALKING TO THE WRONG PEOPLE with the WRONG MESSAGE.
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