Adviser who's been using the strategy for four months
This week, I've submitted three new cases. Two of these were relatively small, but the third client was charged £2,144, giving me a profit of £1,329. The client thought that was cheap compared to what his lawyer wanted to charge. Also, I signed a big one last night and charged £2,763 (profit £1,876) and have another one on Saturday charging £1,433 (profit £800). Plus others in pipeline. Thank goodness for the Wills and Trusts.
Barry Marcus
Adviser within 30 days of attending the Training Workshop Day
I am beginning to get in the swing of this now! Got 2 appointments going in for sign up and another one last week that will go to sign up! I have taken your advice in terms of reducing the cost on the first few just to get the experience of it, but once I get these 3 put to bed, I will be well on my way! Thanks for the email, and I will be pushing them out in the next 2 months! Absolutely certain of it!
Mike Brown
Legal and General Business Manager who attended the Training Workshop Day
A quick note to say thank you both for your hospitality at the meeting yesterday. As mentioned, I was expecting a very technical session with some sales ideas bolted on but in fact it was the reverse. The video then role-plays worked very well, if I can pick it up and role-play a credible presentation I'm sure the other delegates can do the same if not better as they do it every day, the process is very simple so my view is that its down to the advisers motivation / desire. I think the strategy is a genuine additional income stream for advisers / firms who are up for it.
Ben Packham
Hear it first hand from the Founders
Call 0800 634 7051 or contact us from the website http://www.theassetprotectionstrategy.co.uk and speak to Matthew Mitchell or Dan Bloomfield.
They'll explain how they've added a risk-free income stream to their financial services business and how you can do the same.
Call by the 20th April 2010 and quote 'cherry bonus'.
To see the original article, go to http://www.theassetprotectionstrategy.com/pr/100413CherryBroadcast.pdf
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