Webinar—August 28th at 3:00 EST
To sign up for this webinar, click on the following link:
https://advisorshare.com/in-person-seminars-that-work
The #1 question I get from advisors is: What marketing platform is working for your advisors?
The honest answer I give is that most marketing platforms pitched by IMOs, RIAs, and pure marketing companies DO NOT work. Why do I say that? Because I’ve personally spent $30,000 over the last several years trying several of them, and NONE of them worked!
Retirement Lab™—A low-cost seminar that works
I did a webinar in 2024 on an in-person seminar system that does work (which is why I got behind it). To watch a recorded webinar on this seminar system, click on the following:
https://advisorshare.com/retirement-lab-webinar
If Retirement Lab™ works, then why am I talking about a different seminar in this newsletter? Even though Retirement Lab™ works, it’s been a bit more work than most advisors want to do.
Social Security (SS) Seminars
While you have probably reviewed SS seminar systems before, this newsletter is about a SS seminar done by an industry veteran who has been doing it for years with tremendous success.
It’s a simpler seminar and less work than a “retirement planning” seminar.
And the best part of it is that I personally know the advisor who created it and uses it. So, this is NOT me saying I heard about an awesome seminar that I don’t know anything about and haven’t vetted.
This is me saying I know the advisor who does these, he’s a 1st class guy, and I’ve personally seen his success over the years (it just took me a few years to get an agreement to work with him 😊).
Your webinar speaker—He’s a real producer first and foremost:
-$15M+ per year in FIA sales
-$10M+ per year in new AUM
-A powerful communicator with real-world experience
He’s taught this seminar system to others who are currently having success.
-The seminar he teaches is 100% replicable.
-Advisors will be provided with PowerPoints and handouts (given to attendees).
-Our speaker/mentor will be doing hands-on training with advisors who use his platform.
Not like your typical IMO Annuity Sales Expert!
Our webinar speaker is NOT like the “experts” you see advertised by most IMOs. Most of you have seen ads by large IMOs where they tout a 30 million dollar a year FIA producer who is going to teach you how to do what he does. What they don’t tell you is that these experts are spending $100,000 a month on advertising and staff to generate that volume of FIA sales.
Very, very few advisors have $10,000 a month to spend, let alone $100,000 a month.
Typical cost to put on this SS seminar?
$3,800 (these are NOT dinner seminars).
Typical results:
-15-20 people each seminar (you advertise two nights as options) (30-40 total)
-4-6 appts each night (8-12 total)
–4-6 sales
What kind of sales? You should expect to sell at least $1 million in FIAs, and if you are securities licensed, pick up as much or more AUM.
The failure rate with this seminar once you are taught how to give it?
Zero!
It’s only a matter of how much success you will have.
Why am I so bold with my previous statement?
Because I know the advisor who will teach/mentor advisors using his system, and I’ve seen the results. They are outstanding!
So, if you want to learn more about this sales platform, sign up to watch it live, or when you have time to watch the recording
Using OnPointe to Help Clients with Social Security Timing
If you missed last week’s newsletter, ironically it was on how advisors can use our OnPointe Retirement Planning software to easily determine the optimal age clients should turn on SS income.
If you have not switched to OnPointe yet and want a live demo, click on the following:
