How can I use the seminar?

The seminar can be used in any manner you like. We recommend starting off with existing clients. This will allow you to have a “friendly audience” for your first few presentations, but more importantly, will give your clients a compelling reason to consolidate their assets with you. We will also teach you how to turn your clients into “bird dogs” to help you identify and invite qualified prospects to the seminar. You can also use our proven mass mail invitations to invite new prospects to your seminars. Response rates average 1% (based on households, not people) and you should set appointments with 40-60% of the attendees, giving you a steady stream of new client relationships.

Is it territorially protected?

No. However, we will not sell more than one program per 50,000 in population. 

What happens if my compliance department won't approve it?

If your compliance department declines it outright, we will refund your money.

Is there any ongoing coaching or follow-up?

The seminar package includes 12 months of ongoing support, including monthly conference calls with the creator of the seminar, updates if any changes are made, and “lite coaching” with the seminar’s creator. At the end of 12 months, you have the option of extending your support for the then current renewal price. You do not have to renew in order to continue to use the materials, however.