SlideShare una empresa de Scribd logo
1 de 18
Descargar para leer sin conexión
STRATEGIES FOR MASSIVE GROWTH
FOR FINANCIAL ADVISORS EARNING
© Unified Insurance Network - 2013
SIX TO SEVEN FIGURE INCOMES
STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
© Unified Insurance Network - 2013
According to payscale.com, the average
independent financial advisor earns
$144,435 a year. While being independent
has its advantages, most agents and
advisors struggle to earn even half of
that. Digging deeper into the numbers, this
average is greatly boosted by the top 20%
of advisors.
So how do the best producers beat the
odds and out produce average agents year
after year, regardless of economic
conditions, competition, and market
pressures?
© Unified Insurance Network - 2013
Unified Insurance Network commissioned a
leading research firm to comb through
thousands of pages of LIMRA data and
thoroughly research the marketplace to
create an exclusive report that can change
the way every independent agent runs and
grows his/her business in 2013 and beyond.
Unified Insurance Network spent thousands
of dollars for the research and LIMRA spent
hundreds of thousands.
STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
© Unified Insurance Network - 2013
The findings were truly shocking. While our
industry continues to grow, there are
market forces that are working both for
and against us simultaneously, resulting in
insecurity and fear for many agents.
What we discovered were
7 STRATEGIES
that the most successful independent agents
employer (and others simply overlook). We’re
offering you the chance to view these valuable
trade secrets, for only $49.
STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
© Unified Insurance Network - 2013
The majority of
financial advisors are
complacent and not
willing to search for
the know-how to
achieve massive
business growth. That's
why there is a
"money pyramid“.
CLIMBING
THE MONEY
PYRAMID
1% of independent advisors
are doing really, really well
4% are doing pretty well
15% are doing okay.
The remaining
60% of the people
in our profession
are dragging
down the national
averages!
STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
© Unified Insurance Network - 2013
…having a master
plan for your
financial advisor
practice. A proven
strategy for
attracting qualified
prospects,
converting them
into clients and
maintaining
IMAGINE…
STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
© Unified Insurance Network - 2013
Included in the report are 7 threats or
what we like to call monsters that all
financial advisors face. They are…
STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
© Unified Insurance Network - 2013
7 MONSTERS-THREATS
Lack of
New
Sales
Ideas
New Sources
of Competition
Business
Succession
Isolation
Lack of
Prospects
and
Markets
Expenses
and Benefits
Government
Intervention
1.
2.
3.
5.4.
7.
6.
STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
© Unified Insurance Network - 2013
THE DREAM
MACHINE
Learn to create a
Have you ever
dreamed of
operating a
practice with a
marketing machine
in place that is
bringing in a steady
stream of clients
that are enjoyable
STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
© Unified Insurance Network - 2013
A targeted group of clients
with likes, dreams and
passions that are similar to
your own?
STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
© Unified Insurance Network - 2013
This machine would send a
compelling message to your
target group, inducing
qualified prospects to "raise
their hands" and volunteer
to learn more from YOU
about improving their
personal financial world.
STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
© Unified Insurance Network - 2013
The Dream Machine would
also be able to educate and
motivate your prospects to
take action -- and to become
clients. At Unified Insurance
Network, we can help you
design and implement just
such a machine!
STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
© Unified Insurance Network - 2013
Additional features of your Dream Machine
that can be tailored to reflect your unique
personality and style:
STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
© Unified Insurance Network - 2013
As the financial
plan is
implemented,
providing the new
client with an
experience of
"Wow"
I am really
impressed. Finishing
up the
implementation by
providing the
client with an
STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
© Unified Insurance Network - 2013
Having systems in place to nurture lifetime
value with your clients. Systems for keeping
in contact with your clients so they
remember what financial products and
strategies were implemented for them.
These would lead them back to you when
needs change and solutions are modified.
STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
© Unified Insurance Network - 2013
Finally, having a program in place to
orchestrate and ask for referrals.
STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
© Unified Insurance Network - 2013
To instantly learn more and
receive one of the strategies for
massive business growth, which
includes 5 simple concepts to add
to your practice simply provide:
your
name
email
address.
STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
© Unified Insurance Network - 2013
Salt Lake City Utah Office
6440 S. Wasatch Blvd, Suite 150
Salt Lake City, UT 84121
Office: 801-273-9026
Fax: 801-424-6190
Atlanta Georgia Office
7100 Peachtree Dunwoody Road, Suite 110
Atlanta, GA 30328
Office: 770-390-7500
Fax: 770-390-7511
www.uinmarketing.com
THANK YOU!

Más contenido relacionado

Similar a Uin ppt final (bigger font)

Credentials Sponsor Biz 2015 english
Credentials Sponsor Biz   2015 englishCredentials Sponsor Biz   2015 english
Credentials Sponsor Biz 2015 englishSponsor Biz
 
Outsourcing Insurance: Upgrade your Business Processes
Outsourcing Insurance: Upgrade your Business ProcessesOutsourcing Insurance: Upgrade your Business Processes
Outsourcing Insurance: Upgrade your Business ProcessesCogneesol
 
Saudi Arabia HR Outsourcing Services Market Size | Share | Growth Analysis 2030
Saudi Arabia HR Outsourcing Services Market Size | Share | Growth Analysis 2030Saudi Arabia HR Outsourcing Services Market Size | Share | Growth Analysis 2030
Saudi Arabia HR Outsourcing Services Market Size | Share | Growth Analysis 2030tonnystark14
 
auto-capabilities-brochure
auto-capabilities-brochureauto-capabilities-brochure
auto-capabilities-brochureMatt Earley
 
2015 Inspire Tour: Grow with Sage
2015 Inspire Tour: Grow with Sage2015 Inspire Tour: Grow with Sage
2015 Inspire Tour: Grow with SageJeremy Ploessel
 
The Most Influential Leaders in Wealth Management, 2023.pdf
The Most Influential Leaders in Wealth Management, 2023.pdfThe Most Influential Leaders in Wealth Management, 2023.pdf
The Most Influential Leaders in Wealth Management, 2023.pdfInsightsSuccess4
 
Digital Strategy Done Right - Anvil Media
Digital Strategy Done Right - Anvil MediaDigital Strategy Done Right - Anvil Media
Digital Strategy Done Right - Anvil MediaAnvil Media, Inc.
 
Proposed marketing communications plan for Oak Pension - 2017
Proposed marketing communications plan for Oak Pension - 2017Proposed marketing communications plan for Oak Pension - 2017
Proposed marketing communications plan for Oak Pension - 2017Daniel Emeka
 
Six step for partners
Six step for partnersSix step for partners
Six step for partnersJohn Hemphill
 
GROW Your Life Insurance Agency Without Relying on Insurers
GROW Your Life Insurance Agency Without Relying on InsurersGROW Your Life Insurance Agency Without Relying on Insurers
GROW Your Life Insurance Agency Without Relying on InsurersJohn Lynch
 
PolicyStreet - Insurtech Innovation Award 2023
PolicyStreet - Insurtech Innovation Award 2023PolicyStreet - Insurtech Innovation Award 2023
PolicyStreet - Insurtech Innovation Award 2023The Digital Insurer
 
Lens on 1st Half 2020 Post-Covid19 Investment With New Insight up to Sep 2020
Lens on 1st Half 2020 Post-Covid19 Investment With New Insight up to Sep 2020Lens on 1st Half 2020 Post-Covid19 Investment With New Insight up to Sep 2020
Lens on 1st Half 2020 Post-Covid19 Investment With New Insight up to Sep 2020Alchemy Crew
 
Webinar: Rethinking Sales Motivation: A Modern Approach To Drive Growth
Webinar: Rethinking Sales Motivation: A Modern Approach To Drive GrowthWebinar: Rethinking Sales Motivation: A Modern Approach To Drive Growth
Webinar: Rethinking Sales Motivation: A Modern Approach To Drive GrowthMaritz Motivation
 
Revenue Operations: Now is the Time
Revenue Operations: Now is the TimeRevenue Operations: Now is the Time
Revenue Operations: Now is the TimeLeanData
 
Redefining Growth Through Engagement Design
Redefining Growth Through Engagement DesignRedefining Growth Through Engagement Design
Redefining Growth Through Engagement DesignAlchemy Crew
 

Similar a Uin ppt final (bigger font) (20)

Credentials Sponsor Biz 2015 english
Credentials Sponsor Biz   2015 englishCredentials Sponsor Biz   2015 english
Credentials Sponsor Biz 2015 english
 
IGroup_MCO_Jack
IGroup_MCO_JackIGroup_MCO_Jack
IGroup_MCO_Jack
 
Outsourcing Insurance: Upgrade your Business Processes
Outsourcing Insurance: Upgrade your Business ProcessesOutsourcing Insurance: Upgrade your Business Processes
Outsourcing Insurance: Upgrade your Business Processes
 
Saudi Arabia HR Outsourcing Services Market Size | Share | Growth Analysis 2030
Saudi Arabia HR Outsourcing Services Market Size | Share | Growth Analysis 2030Saudi Arabia HR Outsourcing Services Market Size | Share | Growth Analysis 2030
Saudi Arabia HR Outsourcing Services Market Size | Share | Growth Analysis 2030
 
auto-capabilities-brochure
auto-capabilities-brochureauto-capabilities-brochure
auto-capabilities-brochure
 
Invest with us invest in usa
Invest with us   invest in usaInvest with us   invest in usa
Invest with us invest in usa
 
2015 Inspire Tour: Grow with Sage
2015 Inspire Tour: Grow with Sage2015 Inspire Tour: Grow with Sage
2015 Inspire Tour: Grow with Sage
 
The Most Influential Leaders in Wealth Management, 2023.pdf
The Most Influential Leaders in Wealth Management, 2023.pdfThe Most Influential Leaders in Wealth Management, 2023.pdf
The Most Influential Leaders in Wealth Management, 2023.pdf
 
Digital Strategy Done Right - Anvil Media
Digital Strategy Done Right - Anvil MediaDigital Strategy Done Right - Anvil Media
Digital Strategy Done Right - Anvil Media
 
Proposed marketing communications plan for Oak Pension - 2017
Proposed marketing communications plan for Oak Pension - 2017Proposed marketing communications plan for Oak Pension - 2017
Proposed marketing communications plan for Oak Pension - 2017
 
Opportunity
OpportunityOpportunity
Opportunity
 
Six step for partners
Six step for partnersSix step for partners
Six step for partners
 
GROW Your Life Insurance Agency Without Relying on Insurers
GROW Your Life Insurance Agency Without Relying on InsurersGROW Your Life Insurance Agency Without Relying on Insurers
GROW Your Life Insurance Agency Without Relying on Insurers
 
3 Secrets to Becoming a Predictive Enterprise
3 Secrets to Becoming a Predictive Enterprise3 Secrets to Becoming a Predictive Enterprise
3 Secrets to Becoming a Predictive Enterprise
 
PolicyStreet - Insurtech Innovation Award 2023
PolicyStreet - Insurtech Innovation Award 2023PolicyStreet - Insurtech Innovation Award 2023
PolicyStreet - Insurtech Innovation Award 2023
 
Lens on 1st Half 2020 Post-Covid19 Investment With New Insight up to Sep 2020
Lens on 1st Half 2020 Post-Covid19 Investment With New Insight up to Sep 2020Lens on 1st Half 2020 Post-Covid19 Investment With New Insight up to Sep 2020
Lens on 1st Half 2020 Post-Covid19 Investment With New Insight up to Sep 2020
 
Webinar: Rethinking Sales Motivation: A Modern Approach To Drive Growth
Webinar: Rethinking Sales Motivation: A Modern Approach To Drive GrowthWebinar: Rethinking Sales Motivation: A Modern Approach To Drive Growth
Webinar: Rethinking Sales Motivation: A Modern Approach To Drive Growth
 
Investor Deck: A New Cause Marketing Model for Insurance
Investor Deck: A New Cause Marketing Model for InsuranceInvestor Deck: A New Cause Marketing Model for Insurance
Investor Deck: A New Cause Marketing Model for Insurance
 
Revenue Operations: Now is the Time
Revenue Operations: Now is the TimeRevenue Operations: Now is the Time
Revenue Operations: Now is the Time
 
Redefining Growth Through Engagement Design
Redefining Growth Through Engagement DesignRedefining Growth Through Engagement Design
Redefining Growth Through Engagement Design
 

Último

Stock Market Brief Deck for March 19 2024.pdf
Stock Market Brief Deck for March 19 2024.pdfStock Market Brief Deck for March 19 2024.pdf
Stock Market Brief Deck for March 19 2024.pdfMichael Silva
 
Remembering my Totem _Unity is Strength_ growing in Bophuthatswana_Matthews B...
Remembering my Totem _Unity is Strength_ growing in Bophuthatswana_Matthews B...Remembering my Totem _Unity is Strength_ growing in Bophuthatswana_Matthews B...
Remembering my Totem _Unity is Strength_ growing in Bophuthatswana_Matthews B...Matthews Bantsijang
 
20240315 _E-Invoicing Digiteal. .pptx
20240315 _E-Invoicing Digiteal.    .pptx20240315 _E-Invoicing Digiteal.    .pptx
20240315 _E-Invoicing Digiteal. .pptxFinTech Belgium
 
Stock Market Brief Deck for 3/22/2024.pdf
Stock Market Brief Deck for 3/22/2024.pdfStock Market Brief Deck for 3/22/2024.pdf
Stock Market Brief Deck for 3/22/2024.pdfMichael Silva
 
RWA Report 2024: Rise of Real-World Assets in Crypto | CoinGecko
RWA Report 2024: Rise of Real-World Assets in Crypto | CoinGeckoRWA Report 2024: Rise of Real-World Assets in Crypto | CoinGecko
RWA Report 2024: Rise of Real-World Assets in Crypto | CoinGeckoCoinGecko
 
Buy and Sell Urban Tots unlisted shares.pptx
Buy and Sell Urban Tots unlisted shares.pptxBuy and Sell Urban Tots unlisted shares.pptx
Buy and Sell Urban Tots unlisted shares.pptxPrecize Formely Leadoff
 
Mphasis - Schwab Newsletter PDF - Sample 8707
Mphasis - Schwab Newsletter PDF - Sample 8707Mphasis - Schwab Newsletter PDF - Sample 8707
Mphasis - Schwab Newsletter PDF - Sample 8707harshan90
 
2024.03 Strategic Resources Presentation
2024.03 Strategic Resources Presentation2024.03 Strategic Resources Presentation
2024.03 Strategic Resources PresentationAdnet Communications
 
MARKET FAILURE SITUATION IN THE ECONOMY.
MARKET FAILURE SITUATION IN THE ECONOMY.MARKET FAILURE SITUATION IN THE ECONOMY.
MARKET FAILURE SITUATION IN THE ECONOMY.Arifa Saeed
 
Work and Pensions report into UK corporate DB funding
Work and Pensions report into UK corporate DB fundingWork and Pensions report into UK corporate DB funding
Work and Pensions report into UK corporate DB fundingHenry Tapper
 
Slideshare - ONS Economic Forum Slidepack - 18 March 2024.pptx
Slideshare - ONS Economic Forum Slidepack - 18 March 2024.pptxSlideshare - ONS Economic Forum Slidepack - 18 March 2024.pptx
Slideshare - ONS Economic Forum Slidepack - 18 March 2024.pptxOffice for National Statistics
 
India Economic Survey Complete for the year of 2022 to 2023
India Economic Survey Complete for the year of 2022 to 2023India Economic Survey Complete for the year of 2022 to 2023
India Economic Survey Complete for the year of 2022 to 2023SkillCircle
 
Sarlat Advisory - Corporate Brochure - 2024
Sarlat Advisory - Corporate Brochure - 2024Sarlat Advisory - Corporate Brochure - 2024
Sarlat Advisory - Corporate Brochure - 2024Guillaume Ⓥ Sarlat
 
Hungarys economy made by Robert Miklos
Hungarys economy   made by Robert MiklosHungarys economy   made by Robert Miklos
Hungarys economy made by Robert Miklosbeduinpower135
 
Monthly Market Risk Update: March 2024 [SlideShare]
Monthly Market Risk Update: March 2024 [SlideShare]Monthly Market Risk Update: March 2024 [SlideShare]
Monthly Market Risk Update: March 2024 [SlideShare]Commonwealth
 
What Key Factors Should Risk Officers Consider When Using Generative AI
What Key Factors Should Risk Officers Consider When Using Generative AIWhat Key Factors Should Risk Officers Consider When Using Generative AI
What Key Factors Should Risk Officers Consider When Using Generative AI360factors
 
Solution manual for Intermediate Accounting, 11th Edition by David Spiceland...
Solution manual for  Intermediate Accounting, 11th Edition by David Spiceland...Solution manual for  Intermediate Accounting, 11th Edition by David Spiceland...
Solution manual for Intermediate Accounting, 11th Edition by David Spiceland...mwangimwangi222
 
Taipei, A Hidden Jewel in East Asia - PR Strategy for Tourism
Taipei, A Hidden Jewel in East Asia - PR Strategy for TourismTaipei, A Hidden Jewel in East Asia - PR Strategy for Tourism
Taipei, A Hidden Jewel in East Asia - PR Strategy for TourismBrian Lin
 
Introduction to Entrepreneurship and Characteristics of an Entrepreneur
Introduction to Entrepreneurship and Characteristics of an EntrepreneurIntroduction to Entrepreneurship and Characteristics of an Entrepreneur
Introduction to Entrepreneurship and Characteristics of an Entrepreneurabcisahunter
 

Último (20)

Stock Market Brief Deck for March 19 2024.pdf
Stock Market Brief Deck for March 19 2024.pdfStock Market Brief Deck for March 19 2024.pdf
Stock Market Brief Deck for March 19 2024.pdf
 
Remembering my Totem _Unity is Strength_ growing in Bophuthatswana_Matthews B...
Remembering my Totem _Unity is Strength_ growing in Bophuthatswana_Matthews B...Remembering my Totem _Unity is Strength_ growing in Bophuthatswana_Matthews B...
Remembering my Totem _Unity is Strength_ growing in Bophuthatswana_Matthews B...
 
20240315 _E-Invoicing Digiteal. .pptx
20240315 _E-Invoicing Digiteal.    .pptx20240315 _E-Invoicing Digiteal.    .pptx
20240315 _E-Invoicing Digiteal. .pptx
 
Stock Market Brief Deck for 3/22/2024.pdf
Stock Market Brief Deck for 3/22/2024.pdfStock Market Brief Deck for 3/22/2024.pdf
Stock Market Brief Deck for 3/22/2024.pdf
 
RWA Report 2024: Rise of Real-World Assets in Crypto | CoinGecko
RWA Report 2024: Rise of Real-World Assets in Crypto | CoinGeckoRWA Report 2024: Rise of Real-World Assets in Crypto | CoinGecko
RWA Report 2024: Rise of Real-World Assets in Crypto | CoinGecko
 
Buy and Sell Urban Tots unlisted shares.pptx
Buy and Sell Urban Tots unlisted shares.pptxBuy and Sell Urban Tots unlisted shares.pptx
Buy and Sell Urban Tots unlisted shares.pptx
 
Mphasis - Schwab Newsletter PDF - Sample 8707
Mphasis - Schwab Newsletter PDF - Sample 8707Mphasis - Schwab Newsletter PDF - Sample 8707
Mphasis - Schwab Newsletter PDF - Sample 8707
 
2024.03 Strategic Resources Presentation
2024.03 Strategic Resources Presentation2024.03 Strategic Resources Presentation
2024.03 Strategic Resources Presentation
 
MARKET FAILURE SITUATION IN THE ECONOMY.
MARKET FAILURE SITUATION IN THE ECONOMY.MARKET FAILURE SITUATION IN THE ECONOMY.
MARKET FAILURE SITUATION IN THE ECONOMY.
 
Work and Pensions report into UK corporate DB funding
Work and Pensions report into UK corporate DB fundingWork and Pensions report into UK corporate DB funding
Work and Pensions report into UK corporate DB funding
 
Slideshare - ONS Economic Forum Slidepack - 18 March 2024.pptx
Slideshare - ONS Economic Forum Slidepack - 18 March 2024.pptxSlideshare - ONS Economic Forum Slidepack - 18 March 2024.pptx
Slideshare - ONS Economic Forum Slidepack - 18 March 2024.pptx
 
India Economic Survey Complete for the year of 2022 to 2023
India Economic Survey Complete for the year of 2022 to 2023India Economic Survey Complete for the year of 2022 to 2023
India Economic Survey Complete for the year of 2022 to 2023
 
Sarlat Advisory - Corporate Brochure - 2024
Sarlat Advisory - Corporate Brochure - 2024Sarlat Advisory - Corporate Brochure - 2024
Sarlat Advisory - Corporate Brochure - 2024
 
Hungarys economy made by Robert Miklos
Hungarys economy   made by Robert MiklosHungarys economy   made by Robert Miklos
Hungarys economy made by Robert Miklos
 
Monthly Market Risk Update: March 2024 [SlideShare]
Monthly Market Risk Update: March 2024 [SlideShare]Monthly Market Risk Update: March 2024 [SlideShare]
Monthly Market Risk Update: March 2024 [SlideShare]
 
What Key Factors Should Risk Officers Consider When Using Generative AI
What Key Factors Should Risk Officers Consider When Using Generative AIWhat Key Factors Should Risk Officers Consider When Using Generative AI
What Key Factors Should Risk Officers Consider When Using Generative AI
 
Solution manual for Intermediate Accounting, 11th Edition by David Spiceland...
Solution manual for  Intermediate Accounting, 11th Edition by David Spiceland...Solution manual for  Intermediate Accounting, 11th Edition by David Spiceland...
Solution manual for Intermediate Accounting, 11th Edition by David Spiceland...
 
New Monthly Enterprises Survey. Issue 21. (01.2024) Ukrainian Business in War...
New Monthly Enterprises Survey. Issue 21. (01.2024) Ukrainian Business in War...New Monthly Enterprises Survey. Issue 21. (01.2024) Ukrainian Business in War...
New Monthly Enterprises Survey. Issue 21. (01.2024) Ukrainian Business in War...
 
Taipei, A Hidden Jewel in East Asia - PR Strategy for Tourism
Taipei, A Hidden Jewel in East Asia - PR Strategy for TourismTaipei, A Hidden Jewel in East Asia - PR Strategy for Tourism
Taipei, A Hidden Jewel in East Asia - PR Strategy for Tourism
 
Introduction to Entrepreneurship and Characteristics of an Entrepreneur
Introduction to Entrepreneurship and Characteristics of an EntrepreneurIntroduction to Entrepreneurship and Characteristics of an Entrepreneur
Introduction to Entrepreneurship and Characteristics of an Entrepreneur
 

Uin ppt final (bigger font)

  • 1. STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS EARNING © Unified Insurance Network - 2013 SIX TO SEVEN FIGURE INCOMES
  • 2. STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS © Unified Insurance Network - 2013 According to payscale.com, the average independent financial advisor earns $144,435 a year. While being independent has its advantages, most agents and advisors struggle to earn even half of that. Digging deeper into the numbers, this average is greatly boosted by the top 20% of advisors. So how do the best producers beat the odds and out produce average agents year after year, regardless of economic conditions, competition, and market pressures?
  • 3. © Unified Insurance Network - 2013 Unified Insurance Network commissioned a leading research firm to comb through thousands of pages of LIMRA data and thoroughly research the marketplace to create an exclusive report that can change the way every independent agent runs and grows his/her business in 2013 and beyond. Unified Insurance Network spent thousands of dollars for the research and LIMRA spent hundreds of thousands. STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
  • 4. © Unified Insurance Network - 2013 The findings were truly shocking. While our industry continues to grow, there are market forces that are working both for and against us simultaneously, resulting in insecurity and fear for many agents. What we discovered were 7 STRATEGIES that the most successful independent agents employer (and others simply overlook). We’re offering you the chance to view these valuable trade secrets, for only $49. STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
  • 5. © Unified Insurance Network - 2013 The majority of financial advisors are complacent and not willing to search for the know-how to achieve massive business growth. That's why there is a "money pyramid“. CLIMBING THE MONEY PYRAMID 1% of independent advisors are doing really, really well 4% are doing pretty well 15% are doing okay. The remaining 60% of the people in our profession are dragging down the national averages! STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
  • 6. © Unified Insurance Network - 2013 …having a master plan for your financial advisor practice. A proven strategy for attracting qualified prospects, converting them into clients and maintaining IMAGINE… STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
  • 7. © Unified Insurance Network - 2013 Included in the report are 7 threats or what we like to call monsters that all financial advisors face. They are… STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
  • 8. © Unified Insurance Network - 2013 7 MONSTERS-THREATS Lack of New Sales Ideas New Sources of Competition Business Succession Isolation Lack of Prospects and Markets Expenses and Benefits Government Intervention 1. 2. 3. 5.4. 7. 6. STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
  • 9. © Unified Insurance Network - 2013 THE DREAM MACHINE Learn to create a Have you ever dreamed of operating a practice with a marketing machine in place that is bringing in a steady stream of clients that are enjoyable STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
  • 10. © Unified Insurance Network - 2013 A targeted group of clients with likes, dreams and passions that are similar to your own? STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
  • 11. © Unified Insurance Network - 2013 This machine would send a compelling message to your target group, inducing qualified prospects to "raise their hands" and volunteer to learn more from YOU about improving their personal financial world. STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
  • 12. © Unified Insurance Network - 2013 The Dream Machine would also be able to educate and motivate your prospects to take action -- and to become clients. At Unified Insurance Network, we can help you design and implement just such a machine! STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
  • 13. © Unified Insurance Network - 2013 Additional features of your Dream Machine that can be tailored to reflect your unique personality and style: STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
  • 14. © Unified Insurance Network - 2013 As the financial plan is implemented, providing the new client with an experience of "Wow" I am really impressed. Finishing up the implementation by providing the client with an STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
  • 15. © Unified Insurance Network - 2013 Having systems in place to nurture lifetime value with your clients. Systems for keeping in contact with your clients so they remember what financial products and strategies were implemented for them. These would lead them back to you when needs change and solutions are modified. STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
  • 16. © Unified Insurance Network - 2013 Finally, having a program in place to orchestrate and ask for referrals. STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
  • 17. © Unified Insurance Network - 2013 To instantly learn more and receive one of the strategies for massive business growth, which includes 5 simple concepts to add to your practice simply provide: your name email address. STRATEGIES FOR MASSIVE GROWTH FOR FINANCIAL ADVISORS
  • 18. © Unified Insurance Network - 2013 Salt Lake City Utah Office 6440 S. Wasatch Blvd, Suite 150 Salt Lake City, UT 84121 Office: 801-273-9026 Fax: 801-424-6190 Atlanta Georgia Office 7100 Peachtree Dunwoody Road, Suite 110 Atlanta, GA 30328 Office: 770-390-7500 Fax: 770-390-7511 www.uinmarketing.com THANK YOU!