The average advisor's new client program is costing him/her hundreds of thousands - even millions of dollars in assets every single year. Is yours?

Dear Advisor

Allow me to share with you a recent experience.  An old friend of mine recently became a property and casualty insurance agent with a nationally recognized firm.  He plowed his way through friends and business contacts to get his business up and running and called me one day.  "Would you help an old buddy out?"  Although insurance was not at the top of my list, I said, "I would be happy to look at what he had to offer-when the time came for renewal". 

For the next 3 weeks, he called me everyday, sometimes twice a day, until I finally bought.  As I was signing the check, I said to my wife, "Well, at least the calls will stop".

Did they ever, that was last May and since then I haven't heard from him "live" once-I have only received 2 pre-printed cards since changing over, one thanking me for the business and another wishing me Happy Holidays, neither signed. 

Sadly, that is only a little worse than average.  I heard of one survey that says the average advisor only talks to 2 out of 3 new clients and only talks to them on average once in the first thirty days.

Seem unlikely?  Ask your clients what their previous experience was or better yet...

"If tomorrow you open an account with an 'above average' client, how many times will they hear from you or a member of your team over the course of the next 90 days?"

Don't include confirms and stategements

Don't say that depends on their needs

I want to know about your system.

Imagine if

• every third client that you opened an account with gave you a referral in the next 90 days
• The feedback that your clients gave to the outside centers of influence had them asking how you were able to create such raving fans
• Your existing book of business became your best source of new clients
• You routinely had clients adding to their existing investments with you-because you had earned additional trust and confidence with your new client program. 
• These are just some of the results that members of our Beta Test have been experiencing...here is what they are saying

I implemented the Dazzle in July of ‘05. I can point to over $5,000,000 in additional assets from both my new accounts that I opened and referrals that these clients gave me. This program is absolute solid gold.

-Jonathan Owenby
SunTrust Securities
Atlanta

Adding just one piece of the Dazzle delivered a 105% referral response from the new clients that we added to our practice

-Bill Cole
Complete Financial Advisor

Chattanooga TN

 

Unbelievably valuable tool. This is the first marketing program that I have seen that totally pays for itself. You need to own this product

-Jon L Bowles
Citigroup
Los Angeles Ca.

Bob Cobb is an extraordinary coach. I have benefited greatly from his products and services. He cracks the code when it comes to client marketing. Everything that I have ever done with Bob has given me at least a 10-to-1 return on my money.

-Todd Beeler
Savannah
Ga.

I have seen everything that you have ever done and I am convinced that the 90 Day Dazzle is your most amazing work to date!

-Carla Hebert
Sarasota Florida

On the shelves of my office, gathering dust, there are various marketing materials that have cost me a small fortune. Over the years I have “invested” a lot of money for programs that were nothing but empty promises. Some of these marketing programs and materials cost me thousands of dollars. Always looking for the key, and not finding it, after all these years, my persistence has finally been rewarded.

Your 90 Day Dazzle Pack just arrived this morning and I have just listened to the first CD. This is without a doubt some of the most powerful material I have ever seen or heard in my 25 years in this business. Knowing how it will improve my results, I can’t wait to get started with it. I only wish I would have had this material 25 years ago, when I started in the business. I can only imagine how much more successful I would have been. As I begin to use it and naturally achieve the marvelous results I expect, I will keep you updated.

Every business needs leaders who innovate and create exciting results for others. This is how I see you.

Keep up the good work,

Craig Peck
Peck and Associates

Kansas City KS

 

 

What is the 90 Day Dazzle?

The 90 Day Dazzle is a completely self contained new client marketing system.  Perfected and expanded over the last 20 months and now available for delivery for the first time to the general public. 

You will receive all the supplies, instructions, templates and scripts necessary to run this plan-including a separate hard card based time management system designed to allow your sales assistant to run the program from his or her desk.

The 90 Day Dazzle will systematically layout a contact sequence of your new clients that is specifically designed to leverage this first key mental flashpoint and knock your clients socks off with the level of professionalism and service that you are delivering.

This includes 6 contacts in the first 30 days (thank you card, three calls from your assistant (or you if you are a solo practitioner), client organizer, and a new client gift. The default gift is the Special Advisor’s Edition of The Richest Man in Babylon. A classic written nearly 100 years ago that shares with your client some fo the keys to success with money. Including a new introduction telling them the ultimate long term key is the you! This is included in the package.

This builds to the referral sequence, one of the key points of running this program.  First, is the Ultimate Financial Advisor letter.  This letter alone often delivers as much as a 1 in 4 or 1 in 3 referral response (yes you read that correctly, send out three letter and get one referral).  You'll receive a template with the Ultimate Financial Advisor Referral letter.  Print your letters from Word or merge into your contact management system.

You'll also receive scripts, story, templates to have your clients wanting to deliver referrals to you-not because "that one of the ways that you get paid"-but because you clients will perceive that one of the benefits of being your client is the ability introduce their friends, family members and work associates to your practice. 

We will also include a marketing system to take your existing book back through and raise the level of service that you are delivering to them and turn them into your unpaid sales force as well. 

This is your first step to developing a practice that is

"By Invitation Only"

Your kit includes:

• Audio overview of the 90 Day Dazzle Program
• 10 copies of The Richest Man in Babylon (Special Advisors Edition)
• Audio overview of two client marketing systems to bring existing clients into the system
• 10 Client Organizers with clear plastic insert sheet for customization
• 10 5 Tab Avery Organizer with Word© templates for customization
• Hard Card program organizer with complete system audio tutorial for your sales assistant
• Existing client program to re-engage and reframe the client experience
• Scripts for all calls for  your sales assistant
• Ultimate Financial Advisor Referral Letter
• Script for follow-up advisor call
• Script for Client Appreciation Lunch RSVP
• Script for Client Appreciation Lunch Call to action

We are so confident that this system will dramatically change your practice-that you will become a long term client of Ultimate Financial Advisor that for a limited time only we are making this available at wholesale pricing and are going to ethically bribe you to act now!

In addition to the turnkey system that will change the way that your clients perceive you, and refer you-we unconditionally guarantee your purchase with our industry famous 365 day satisfaction guarantee.  If this program doesn't absolutely bowl you over and blow you away-simply return the system and we will give you a hassle free refund.

Order now and you will also receive:

• An hour long radio interview by Daryl Logullo of www.StrategicImpact.com as he grills 90 Day Dazzle creator Bob Cobb about the system
• Our GoalQuest Action management system.  Literally a GPS for your production goals
• Interview with Jeff Fehrman, Million Dollar producer with SunTrust as he discusses his client service model
• Interview with Jonathan Owenby, Leader of a Million Dollar Team on how he has gone from a junior broker 4 years ago, to running an organization that will do 1.3 Million this year.
• Interview with Bill Cates of www.ReferralCoach.com has Bill explains the keys to developing a Referral mindset.

To purchase the 90 dazzle, select one of the following links:

US Purchase

Canada Purchase

International Purchase