Getting to Yes!
Webinar—January 15th at 2:00 p.m. EST
Want to learn about Jonathan, how he helps advisors grow revenue, and how you can work with him? Click on the following to sign up for the webinar:
https://advisorsharewm.com/jonathan-camarda-webinar
Most advisors I talk with have two reoccurring complaints:
#1—I need more clients to talk with
#2—I need to improve my “closing” ratio
I’m very excited because we (AdvisorShare – the IMO, RIA, and TAMP) just brought on board a ROCK STAR sales mentor. One of his roles is to solve problem #2 for many advisors.
Jonathan Camarda (CJ)
CFA®, CAIA®, CMT®, CIMA®, CFTe®, CHP®, CPWA®, CFP®, ChFC®, CLU®, CFS®, CPEP®, CIBA®
How would you like to have:
-someone with CJ’s credentials on client calls with you?
-CJ actually do the call for you (be the one doing the talking)?
-CJ convince the lead to move forward, where you pick up the AUM, and you sell the FIA?
Are you an IAR under someone else’s RIA?
Are you with Brookstone, Foundations, AE Wealth, IAMS Wealth, Simplicity Wealth, CreativeOne Wealth, RedHawk, or any number of other RIAs?
If so, how many sales mentors do you have access to like CJ? ZERO!
What TAMP are you using?
Are you using AssetMark, SEI, Orion, Envestnet, or other TAMPs? If so, what sales mentor do these TAMPs give you access to? NONE!
What IMO do you work with?
Are you working with Advisors Excel, Creative One, Simplicity, an Integrity-owned IMO, or another? If so, how many sales mentors do you have access to like CJ? ZERO!
Isn’t it time you started working with an RIA, TAMP, and/or IMO that will actually help you onboard new AUM and sell more FIAs?
What About Buying Leads?
Many advisors in the industry BUY leads. It could be from smartassets®, White Glove, or other places. Many times, the lead is sold to 1-2 other advisors, and you are competing for the lead’s business. Most advisors have a high failure rate with these leads, and they quit buying them.
CJ is a Proven Closer
CJ is a proven expert in onboarding leads from many sources, but especially from smartassets®. CJ has personally averaged onboarding over $15 million a year in AUM with his own smartassets® leads.
His knowledge on many topics, along with his engaging personality, is the perfect mixture when talking with leads. Gaining trust ASAP is key in the sales process, and CJ does that with ease.
Helping You Close Leads—Hands-on Help!
Many advisors have taken a sales “coaching” program. Most advisors say that such programs did NOT deliver on their promise to teach advisors how to onboard new clients.
Why? Because they operate in the theoretical.
What CJ does for advisors is totally different and 1,000 times better.
1) CJ will attend your initial and subsequent calls until the leads become clients.
2) CJ will take point on calls. CJ will do 90% of the talking and 100% of the selling if an advisor wants him to do so. Then CJ exits stage right, and the advisor has new clients they can keep for years.
I highly recommend that most advisors who are struggling to onboard clients let CJ do his thing to help you pick up new clients. This allows the advisor to listen and learn.
Are You Ready to Onboard More Clients and Increase Revenue?
The first step is signing up for more info and attending the webinar. If you can’t make it live, sign up, and you will get access to the recording.
Higher Profits Selling—The Best Sales Book I’ve Ever Read
If you missed last week’s newsletter, you missed me introducing readers to the best sales book I’ve ever read. To read the newsletter, click here.
Download a Section of the Book for FREE!
Click on the following for this free download:
www.advisorshare.com/higher-profits-selling
Where can you buy the book?
On Amazon by clicking here (it’s worth every penny and, FYI, I make ZERO from sales!).
