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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!

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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!