Free video reveals ...
"The $500K Breakthrough: How Fred Went from $250K to $500K Without Paying for Leads!"
Even if you think doubling your income means grinding harder or spending more on marketing!
Free video reveals ...
Part 1:
Why Traditional Lead Generation Fails & What to Do Instead –
You’ll uncover the biggest mistakes that insurance agents and financial advisors make with paid advertising, dinner seminars, and cold outreach—and why they don’t convert into high-quality clients.
Part 2:
The 3-Step Road Map to Attracting A+ Clients Who Come to You –
Learn a proven, structured process that shifts you from chasing leads to becoming a trusted advisor that clients seek out for their financial needs.
Part 3:
How to Increase Revenue Without Buying Leads or Working More Hours – Discover how to multiply your revenue while working smarter, not harder—allowing you to scale your business, achieve work-life balance, and build financial freedom.
And Much More...!
At the end of your appointment you will receive a free copy of our flipbook
How do you make money with this book immediately?
1) Leverage Medical Professional Partnerships:
Build trust quickly by partnering with doctors or pharmacists who can introduce you to warm prospects each week.
2) Use the Client Information Questionnaire (CIQ):
Ask clients their top 3 concerns and guide them to tailored solutions, uncovering immediate revenue opportunities.
3) Tap Into Existing Clients for Bigger Transactions:
Learn how to revisit your book of business with proactive estate, tax, and retirement solutions for higher value sales.
4) Plug Into the Team Based Model (TBM):
Position yourself as the hub of a Virtual Family Office by collaborating with accountants, attorneys, tax strategist and advance insurance professionals.
5) Offer Proactive Solutions:
Stop waiting for clients to call—anticipate needs like RMD tax planning, long term care, estate planning and comprehensive insurance planning to differentiate and earn the clients trust faster.
1) Leverage Medical Professional Partnerships:
Build trust quickly by partnering with doctors or pharmacists who can introduce you to warm prospects each week.
2) Use the Client Information Questionnaire (CIQ):
Ask clients their top 3 concerns and guide them to tailored solutions, uncovering immediate revenue opportunities.
3) Tap Into Existing Clients for Bigger Transactions:
Learn how to revisit your book of business with proactive estate, tax, and retirement solutions for higher value sales.
4) Plug Into the Team Based Model (TBM):
Position yourself as the hub of a Virtual Family Office by collaborating with accountants, attorneys, tax strategist and advance insurance professionals.
5) Offer Proactive Solutions:
Stop waiting for clients to call—anticipate needs like RMD tax planning, long term care, estate planning and comprehensive insurance planning to differentiate and earn the clients trust faster.
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DISCLAIMER: The results discussed on this page and videos are our personal results and in some cases, the results of previous or existing clients. Please understand these results are not typical. We are not implying you’ll duplicate them (or do anything for that matter). The average person who watches “how to” information videos or books calls get little to no results. We’re using these references for example purposes only to show what's possible. Your results will vary and depend on many factors including but not limited to your background, experience, and work ethic.