Webinar March 21st at 2:00 p.m. EST
To sign up for info on this unique seminar system, click on the following:
https://advisorshare.com/retirement-lab-webinar/
What are advisors looking for? A “proven” system to get in front of new clients!
Learn from our 30-, 40-, 50-million dollar producer…
How many times have you heard this sales pitch from IMOs? Did you inquire?
Were you told you didn’t qualify or that you’d have to spend $6k-$10k a seminar to make it work?
Or did you try it ($$$$) only to find that it didn’t work?
AdvisorShare is Now EXCLUSIVELY Offering Retirement Lab™
What is Retirement Lab™?
It’s pretty simple, this is a time-tested in-person seminar by an advisor we work with at our “advisor-owned” IMO www.advisorshare.com.
The advisor has been giving this seminar for years and while he’s not a “30-million dollar a year producer,” he does just fine.
How did he do in 2023?
-10 seminars
–$8.4 million in FIAs sales
–$9.1million in AUM (Assets Under Management)
What was the AVERAGE seminar cost? $3,156.
With a monthly marketing cost under $2,700, he got a HUGE return on investment!
What more can I tell you?
-4,000 mailers (2-page double-sided) generally get 12-15 “qualified” people in attendance.
-The seminar venue is typically a library, a room at a college, etc. (NO DINNER!).
-There is a 55-page workbook.
-A PowerPoint with script is provided.
How can you get access to this seminar? This will be discussed on the webinar.
Mentoring/Training
Our team along with the advisor who has proven this seminar to work will even come to your local area if needed to help you put on your first seminar.
Learn More About Retirement Lab™
Yes, you should fill out the above-listed sign-up form.
Also, as an FYI, the advisor who perfected this seminar will be a speaker at our 2-day California seminar. When advisors come to our in-person seminars, they go way up on our list of advisors we want to work with and will be given deference when it comes time to select advisors to use Retirement Lab™.
Roccy’s 2-Day Seminar is Coming to Southern CA (April 22-23)
To DOWNLOAD the Orange County, CA agenda and sign-up form, click on the following link:
https://advisorshare.com/orange-county-seminar

Roccy’s 9-Step Sales Process (with download)
If you missed last week’s newsletter, you can click on the following link to download the 5-page document I use with clients that outlines my 9-step process. You can co-opt parts or all of it as your own (there are two downloads, the Word version you can edit as your own and a fillable PDF):