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Clients with $100,000 or more on sale for just a few dollars each? Too good to be true?
In my brokerage days, knowing how much money and effort it took to attract a new client, I would have jumped at the opportunity offered in this headline. I imagine you would jump at it, too-if you only thought it were real.
Well, the headline is completely true. I will show you how to get an almost unlimited supply of wealthy clients aged 50 and older for just a few dollars each. What's more, this service has a 12-month guarantee-so you have absolutely nothing to lose. Follow the step-by-step system, follow it faithfully, and I guarantee that for every membership you invest in, you will win yourself a client (or make an existing one happier). I can't guarantee they will all have investment assets of $100,000 or more-that's up to you-but the program will help you to get the type of clients you set your sights on.
I spent 15 years in the trenches, using every type of prospecting method I could find or invent-except cold calling. (At one time, I had nine cold-callers working for me, though.) Like most of my colleagues, I hated cold calling with a passion! I built a good book simply because I kept at it, trying new things all the time, always looking for that magic bullet. But it cost me a small fortune.
A system of prospecting with The Estate Manual was not developed until one year before illness forced my retirement. But the real magic bullet system, the automated electronic one with all the improvements, the one I absolutely guarantee will work for you, the one you can have now-has been developed since that time.
And I can tell you from experience with the earlier version, the system works. If I came back into the business now, I'm sure I'd blow the doors right off! But, since my health won't let me do that, I'm going to help you blow the doors off. Your colleagues, your manager, they're all going to want to know what your secret is.
With the service I now make available to you for the first time, you will:
- Gain a steady stream of high net worth
prospects;
- Have those prospects want to do business with you;
- Provide an extra level of service that will
turn your new or existing clients into good referral sources—without any
prodding from you;
- Do double the business in half the time;
- Forge strong alliances with attorneys who
specialize in estate planning or tax accountants, alliances that provide
benefits to both of you and to your client;
- Be recognized as an expert in estate planning through your presentation of seminars about aspects of estate planning no one else is covering. No one! And
- Write a series of newspaper articles people will read. It doesn't matter if you can't write. I will give you the tools you need. Your first article will be finished in 20 minutes.
It will help if I talk about the tools provided in the order in which you will use them.
Step 1: First, there's a letter to your target estate planning attorney. It aims to set you up in a very powerful position-as his or her marketing manager. Edit it to suit your unique style.
Step 2: Preparation and the first meeting. All the ins and outs, including what to talk about in your face-to-face interview, what to look for, what to avoid, and when-everything I have learned is here for you. This alone will save you hundreds of hours of trial and error.
- Find out how to meet all of your attorney's
best clients without asking;
- Discover which attorneys will just waste your
time, and how to know which ones will do so before you ever contact
them;
- Learn when to ask your attorney for office
space, and what to do with it when you get it;
- Discover how to bring the best CPAs or CAs into your circle of influence.
Step 3: Arrange a joint estate planning seminar with your attorney.
- If you are uncomfortable being a presenter,
learn ways to overcome that;
- Deliver a 40-minute talk that will wow your
audience without once contradicting or repeating anything your attorney
has to say-even if you have no advance knowledge what he will say. This
talk is based on the one I have used countless times to become a leading
asset-gatherer. It has been edited for your use, but rewrite it in your
own words. Practice until you can deliver it without using the script.
(If I have not given this talk in a while, I use 3" x 5" index cards as
cue cards for sequencing only. But don't use more than 10 and never use
the full script. That makes it appear as if you don't really know your
subject, and it makes the delivery less natural.)
- Know the most important secret of controlling
the meeting;
- Know one thing you absolutely must do within 18
hours-or you have wasted your time and effort;
- Learn the secrets of filling rooms;
- Learn how to keep your audience focused on every word you speak.
Step 4: The one-of-a-kind engine that drives the program.
- It makes it easier for you to attract attorneys
you want to work with;
- It makes it easier for you to attract new
clients;
- It presents regular positive opportunities for
client service events;
- Since it has no competition at present, it can
be an excellent source of referrals if you use it properly.
- Clients, your attorney and you will all get
excellent value from it;
- If you are fee-for-service, this program will
generate extra revenues;
- If you work on commission, I will show you how
to increase your rate of asset gathering and income without increasing
the amount of work you do;
- It will make estate planning attorneys absolutely itch to work with you.
So what is this super prospecting and client service tool? The program is called The Estate Manual Electronic Service—THEMES™ for short.
THEMES™ basically is a number of detailed questionnaires that cover just about anything you can think of outside of what you would expect an estate planning attorney to prepare. In fact, it makes you an ideal partner for an attorney who wishes to find new clients.
Here are just some of the questions THEMES™ users answer and some of the solutions they are given:
- We collect many documents during our lives.
Where can every one of them be found?
- How to list medical information that could help
your client's descendants who aren't even born yet.
- Keep the government from "harvesting" your
client's bank and investment accounts.
- Where does Fluffy like to be tickled-and why
does it matter?
- How your client's obituary can harm them.
(You'll be shocked-and pleased to learn how easy it is to avoid.)
- Make sure your client's insurance policies
aren't like a lottery in which they pay off only if you present the
ticket;
- The "secret" checklist no one else sees;
- What are "sentimental keys" and how can your client prevent them from causing his or her family grief?
There's so much more, and more will be added every
three months-providing you and your attorney partner with a further
opportunity for client service, and an ideal opportunity to ask for
referrals.
Here's what Attorney and Certified Senior Advisor, Richard T. Marshall, P.C., of El Paso, Texas (www.TexSeniorLaw.com), had to say on his website about the program (and all he had seen at that stage was the loose leaf workbook, an alternative for those who prefer paper to keyboards):
"Those who suddenly find themselves serving as executors usually haven't the foggiest idea of what they have to do. Overwhelmed by grief at the loss of a loved one, and totally unprepared and ignorant of the scope of their duties and the extent of the decedent's estate, they either have to pay a probate attorney $150 to $200 per hour to do many of the things they are charged to do themselves, or else throw up their hands and resign in favor of an alternate executor, usually a bank trust department.
"Such important tasks as locating and appraising all assets, including such items as personal loans receivable; notifying creditors, the sale of real and personal property, how to deal with claimants, how to deal with disgruntled heirs who are left out of the will, and many little matters such as recovery of frequent flier miles, can and should be addressed by the executor if that person has a clear head.
"What's been needed is a guidebook that a testator can prepare for his or her executor. Sydney Tremayne … is the author of The Estate Manual, a well-written guidebook which can and should be employed as a valuable tool to supplement your will. In addition to step-by-step instructions, Tremayne includes checklists for everything one can think of, including assets, debts, life insurance, collectibles, sentimental items, employment benefits, people who owe you money, and where your documents can be found.
"We've recommended The Estate Manual to probate attorneys as a resource for their clients. Tremayne's site, www.estatemanual.com, is a fountainhead of links to sources of information about estate planning, as well as links to sites of estate planning attorneys throughout the United States and Canada."
This is why you need the THEMES™ program. When an attorney I have never met writes this on his site and goes out of his way to recommend it to other attorneys … well, I think you can be pretty sure you have a dynamite prospecting tool, and that estate planning attorneys will be eager to work with you.
I truly believe that this is a once-in-a-lifetime opportunity. Please, if you are serious about your business and you are prepared to invest in yourself, take advantage of this opportunity now, before someone else prospects your clients with it.
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