Mentor and Legacy Stories Co-Founder Tom Cormier will reveal a brand new referral strategy that takes advantage of a massive emerging Baby Boomer legacy trend. If you want to increase high quality referrals that come recommended by respected authorities, you need to watch this! Watch now!
Bill Bachrach will dive deep into the specifics of the activities that drive success and those that create predictable failure. It’s not personality, luck, or genetic predispositions that determine your success or failure as a Financial Advisor – it’s consistently doing certain things in a certain way that produces certain results. Watch now!
Curtis Cloke will show you the simplified process that focuses on creating the optimal solution for each client with complete product and strategy agnosticism. Enhance your clients retirement optimal output without any allegiance to specific products, companies or strategies. Watch now!
Join Steve Savant and learn the real story behind tax-free retirement strategies that will revolutionize your understanding of cash value life insurance and it’s correlation to retirement planning. Remember, “If designed correctly, it’s almost undefeatable. If designed incorrectly, it’s always indefensible.” Watch now!
Join Brandon Stuerke and discover the 3 keys to the perfect Facebook marketing campaign! You’ll learn how to utilize tracking and optimization to double, or even triple, the number of leads you generate. With the help of these cost-effective tips, you’ll be able to dominate your market. Watch now!
Join Anne Bachrach, the Accountability Coach, and learn to consistently focus on your highest payoff activities that put you in the highest probability position to achieve your goals, all within the time frame you desire. Watch now!
Join James Rankin and develop an income planning service for your practice! You’ll discover a cutting edge program that will enhance your effectiveness with your clients and prospects. You will receive a proven process to make multi-product sales, creating a referral based financial practice and increasing your revenue. Watch now!
Dramatically Increase Your Income, Profitability, and Client Retention with a Unique Prospecting Platform
Join Karl Schilling of the Advocacy Network and learn three key elements to obtaining a 7-figure practice. This platform gives you total autonomy and independence, which is what everyone wants, isn’t it? Watch now!
Join Maribeth Kuzmeski, PhD, President of Red Zone Marketing, as she shares critical strategies for creating and using powerful messaging to attract more clients. It is proven that when you use better messaging for everything from your value/fee discussion, client appreciation invitations, scripts for asking for referrals, discussions with potential strategic alliances, and more – that it changes everything! Watch now!
Step-by-Step LinkedIn and Cold Email Marketing Strategy Techniques that Generate 1 Meeting a day with Professional, Affluent Clients
Join Don Runge, the Lead Guru, to drill down in plain English, a true senior marketing process. Don will explain step-by-step how to develop an approach that will allow you to maximize your lead appointment results! Watch now!
Join Tom Hegna as he explains the math and science behind a very simple retirement solution. He found the optimal way to retire, and he is willing to share it so you can utilize the proven facts and feel safe when speaking with your prospects and client’s about retirement. Watch now!
With the help of Annette Bau, CFP ® practitioner, you’ll learn the strategies used to help advisors and agents increase their revenue up to 775%, referrals up to 1025%, and new assets up to $80 million! She’ll teach you how to generate prospects and fill your funnel so you can close more clients and generate more revenue. Watch now!
Are you making all the money you want or need? Can your clients’ Social Security be taxed? Do you have to be a tax expert, accountant to learn this issue that will affect many of your clients, anyway? NO! Join Lloyd Lofton to learn questions that uncover “hidden” savings and premium dollars with your clients. Watch now!
Join Paul Dyer and learn 20 proven prospecting tips that could result in 100% increase in your profits! He will discuss creating a Marketing Process that runs without you, how to re-purpose leads, data mining, and so much more. Watch now!
Join mentor and health expert, Ramona Fasula, as she discusses innovative ways to bridge the gap between the insurance industry and the health industry. She has come up with extremely innovative ways for financial advisors to maximize their sales production, while strengthening their client relationships. Watch now!
A Proven Questioning Technique that will Help You Set Appointments with 9 out of 10 People You Speak With
In the insurance business, you live and die by appointments. If you don’t have appointments, you can’t make sales. With no sales, you’re out of the business. Join mentor, Jeremy Nason, as he shares the proven questioning techniques that he has used for 20+ years to set appointments with almost everyone he meets. Watch now!
Cost, age, or health issues keep the vast majority of Americans aged 50 and up from buying long-term care insurance. That’s why you want to discover a very viable (but little known) option that will help you land more prospects and close more sales! Join Jesse Slome as he opens your eyes to a very viable option commonly referred to as short-term care insurance. Watch now!
David F. Royer, Master IRA Rollover Trainer, as he discusses three new techniques you need to develop in order to convert your IRA Rollover prospects into clients! He’ll show you why your clients should roll their 401k, 403b, and TSP plans to an IRA when they retire or turn age 59 ½, and how a book can drive prospects back to you for a second opinion. Watch now!
Learn the Sales Secrets of Top Direct Marketers that will Produce Hundreds of New Policies for You this Year!
Join Todd Ewing, as he shares insider information, insights and D2C tradecraft from the top Direct Marketing agencies that sell millions every month over the phone and web! Revealing industry Best Practices, Todd will share the leading techniques and tactics deployed by the most successful agencies that you can immediately incorporate to grow your business. Watch now!
Legacy Stories co-founder, Tom Cormier, will reveal some extraordinary data about an emerging trend that is about to change the landscape of the financial services industry for generations! With this knowledge, you can ride the Baby Boomer Legacy Wave ahead of your competition and obtain your share of this massive and lucrative demographic. Watch now!
Jim Chilton, founder of SOFA, will discuss how advisors can develop lasting relationships with decision makers at companies and organizations by utilizing SOFA’s proven prospecting system. You’ll be able to differentiate yourself as a financial professional in your communities, as well as create centers of influence that competitors only dream of achieving! Watch now!
Dan Viñal, considered an authority on the practical application of “Psycho Linguistic” communication techniques for insurance sales professionals, will discuss how to use video to increase annuity sales! You’ll learn how psycho linguistic videos help people really understand annuities, make decisions, avoid procrastination, and overcome buyer’s remorse, and how they are already helping other top producers to add at least 2 or 3 more annuity sales every month. Watch now!
Is it possible to build a thriving referral-based business without asking for referrals or personal introductions? You bet it is, and Hall of Fame Coach, Bill Cates, will show you how! He has helped thousands of professionals, salespeople and small business owners grow their business with word-of-mouth, referrals, personal introductions and other relationship marketing strategies. Watch now!
Lloyd Lofton will show you a fresh look at the senior market, an engaging conversation to have with seniors, and an insight to “Predictable Buying Behaviors” that will elevate your business to that 7-figure income you have always been told you could have but have struggled to achieve! This web class will help you move away from the salesperson “script” and start to help you produce results. Watch now!
David F. Royer will show you how the “Separate Account Rule” can double your clients the income from their IRAs and 401k plans, why the market could not out perform a 3% fixed account, and much more! Help your prospects understand why getting a second opinion from you can save them thousands. Watch now!
How 3 Advisors used Facebook to Generate 598 Leads and 91 Seminar Registrations in 60 Days… While Cutting Their Marketing Cost By 67%!
Find out how they did it! Brandon Stuerke will walk agents through 3 different case studies. He will share the EXACT ads, landing pages, images, and copy they used to generate their results. Watch now!
Use the DOL Fiduciary Rule to your advantage to differentiate yourself from other advisors, get hired quicker, and grow your business more than ever! Bill Bachrach will teach you how to inspire your clients to do all of their business with you and generate more referrals. You’ll even gain an improved quality of life doing what you love and getting the results you’ve been searching for! Watch now!
Tom Hegna informs agents and advisors how the insurance industry is uniquely situated to solve the Boomer Retirement Crisis. In this low interest rate environment, CD’s and bonds are not going to give the “alpha” what’s necessary to provide adequate income to retirement. What are they to do? Utilize Retirement Alpha by having life insurance and guaranteed lifetime income from a life insurance company! Watch Now!
Jeremiah Desmarais reveals the appointment setting strategy that is working for advisors now, which is based on 14,000 appointments booked and 800,000 connections made via LinkedIn. Learn how to turn LinkedIn into a lead generation machine! Watch now!
Is your seminar attendance not as high as you would like? Karl Schilling will review the one topic you need to start discussing that will guarantee full attendance at your seminars! You’ll discover how to leverage this issue to open the door to meet with more prospects, the tools and marketing material to educate your audience that will build you a 7-figure practice, and much more! Watch now!
Paul Dyer teaches you how to identify sales opportunities like NIIT, Schedule A phase-out, Medicare surtax, and many others found on a 1040. Attend his Tax What-If Bootcamp and learn to sell from a tax return! You need to learn these skills immediately unless your closing ratio is already 100%, you always hear “yes,” or you’re making too much income in your practice. Watch now!
Hall Of Fame Coach, Bill Cates, Teaches Agents How to Communicate Their Value Proposition at Social Events to Generate Results!
Sometimes it can be hard to communicate the value of what you have to offer. With the help of Bill Cates, you’ll learn compelling value propositions you’ll be able to use to communicate your value at social events and get maximized results! He’ll show you 2 proven methods to determine your full value, plus 6 critical elements for a compelling value proposition. Watch now!
David F. Royer will discuss how to help your prospects understand why getting a second opinion from you can save them thousands in IRS Penalties, prevent Rapid Taxation, and reduce excessive fees and loads. You’ll also learn How to show your Prospects the real horsepower of IRA Distribution Planning, and so much more! Watch Now!
Retirement represents an exciting change in your client’s life, but it can sometimes cause unnecessary stress, especially during uncertain times. With the help of Tom Hegna and The 7 Steps to Retirement Security guide, your client’s retirement planning will be easy and straight forward during uncertain times, and you’ll learn a “new way” to see retirement success! Watch now!
Marketing Strategist, Ken Varga, teaches Insurance Agents how they can use Meetup.com to market their business and generate new prospects every month! You could be setting appointments with up to 55% of the people you communicate with! Watch now!
Generate an abundance of referrals over the holiday season to make 2017 your biggest year ever! Dennis Stack will share how to give clients the ultimate gift this holiday: the ability to pass down their wisdom along with their wealth, as well as how to beat your competition and build client loyalty with a simple gesture. Watch now!
Turn Client Loyalty into Referrals & Personal Introductions to Create a Perpetual Flow of High-Level Clients
Watch Bill Cates as he discusses 3 Strategies for Exponential Growth. You will receive the blueprint for building a thriving business based on referrals and personal introductions. If you apply only some of these ideas to your business, you will see immediate results. With the help of the blueprint, you’ll be on your way to building a thriving business based on referrals and personal introductions! Watch now!
Are you ready to stop chasing outdated, expensive, low-response marketing tactics, and leave the frustration behind? Brandon Stuerke will bring you up to speed on the evolution of Traffic and Lead Generation, and how to leverage Marketing Automation to follow up with every lead you generate! You’ll be able to leverage your most powerful lead generation weapon… Retargeting! Watch now!
Learn how you can not only survive, but THRIVE in the new DOL Fiduciary Standard World! Bill Bachrach will focus on the two most important implications every financial advisor must understand regarding the DOL Fiduciary Standard and teach you how to leverage this opportunity to steal the best clients from advisors who don’t get it, thus acquiring more Ideal Clients! Watch now!
Attract 150 NEW CLIENTS Every Year by Adding a Fully Compliant CPA-Driven Tax Planning Practice to Your Business Model!
Discover how you can integrate a tax planning practice without the headache and overhead of hiring a CPA! Paul Dyer will teach you how to generate “What-If” tax return comparisons to show your prospects the real tax benefits of tax deferral, Roth conversion, and other tax planning opportunities. Gain instant credibility by combining tax planning into your existing practice! Watch now!
Watch as David F. Royer discusses the two IRA Rollover Rules you need to know to boost your annuity production! Learn how the Separate Account Rule can double the income to your IRA clients and their beneficiaries, and show your clients why they should get out of their 401k plans NOW! Watch now!
Learn how to leverage media to become a go-to advisor with the help of Jeremiah Desmarais! He will give you the 1 ‘insider’ list you need to be on to be interviewed, as well as the formula that over 327 advisors used to get on major media! Watch now!
Learn how to get 70% of DIYers to move their money to you! Mike Kaselnak will show you how to determine whether a DIYer will give you their money in the first 5 minutes of your meeting with them. Watch now!
David F. Royer, IRA Expert, will help you discover the techniques that have helped others write million dollar annuities in less than 90 days! He will teach you two IRA Rollover Techniques that came directly from his online training course, Keys to the IRA Kingdom® Watch now!
Generate More Leads, Close More Clients, & Strategically Build Your Practice with the Power of Automation & Technology!
Discover the One Change You Can Make to Your Website in Less Than One Hour that Will Improve ALL Your Sales and Marketing Results by as Much as 400%!
Learn the critical differences between “good” video that produces results, and “bad” video that produces poor results. Properly use your website domain to improve your public image with video content that resonates with your target market prospects! Watch now!
Not getting the results you’d like to have but think you deserve? Anne Bachrach can help transform your business and teach you 4 Actions Steps that will help you become more productive, committed, and increase your success! Watch now!
Mentor and trainer, Mike Kaselnak, will give agents and advisors access to some of the best Elevator Speeches that are working right now! Those who watch will learn the 5-Step process to create your own Elevator Speech and increase your number of referrals! Watch now!
Anne Bachrach shares lessons she previously taught Advisors who were making six-figures and are now making seven-figures! You will learn 7 results-producing strategies that will help you to get more clients, be more productive, increase your income, and achieve more of your goals. Watch now!
Discover the Secrets That Will Uniquely Differentiate You from All Competition and Catapult You to the Front of the Line!
Karl Schilling will teach you to differentiate yourself from all competition in the market place and gain a proactive service that everyone wants, but no one else has provided … UNTIL NOW! Watch now and learn valuable differences in the industry today!
Learn how insurance agents and advisors are getting incredible meetings. Jeremiah Desmarais will cover turning LinkedIn into an autopilot lead generation machine, getting affluent decision makers to say yes 93% of the time to meet, and so much more! Watch now!
Find out how this Advisor got just 2% Better Every Week, Taking His Income from $50k a year to $967k a year!
Determine if everything you’ve ever been told about financial marketing is wrong! Find out exactly what this advisor QUIT doing and the simple changes he made, that you can also make, so you can achieve the same results! You can make any amount of money you desire if you know how to market. Watch now!
Listen as IRA Expert, David F. Royer, explains how to use IRS Publication 590 as a powerful annuity sales tool. You’ll also find out the Top 10 IRA mistakes made by IRA owners and their beneficiaries. Watch now and learn the IRA sales techniques you will use with your next IRA Prospect!
Life insurance agents, financial advisors, and estate planners will learn how Legacy Talks can deliver high quality clients, convert them into sales, and build a pipeline of referrals! Raise your community profile in a way that differentiates from the pack. Watch now!
You need to see more prospects, BUT make sure your advertising doesn’t get you in trouble. This web class replay will highlight insurance and annuity Advertising & Lead Generation issues that are attracting regulator scrutiny, and will show you ways to protect your practice. Watch now to see if your marketing is compliant and what you can do to ensure it is!