Hey everyone! Greetings from the middle of the desert. Feeling a bit restless on the hard drive, so I thought I’d drop a message, especially for RIAs with 10 to 30 financial advisors who are well-versed in virtual sales. If you’ve got a proven virtual sales process but find yourselves craving more consistent appointments, I’ve got an exciting proposition for you.
Here’s the deal: with an investment of $1.4 million from your advertising budget over the next 12 months, I can help you fill all ten calendars for each of your ten financial advisors. How? By generating a staggering 480 appointments per month, totaling up to 5,000 appointments per year.
What does this mean for your business? Brace yourselves—it translates to approximately $14 million a month in annuity business and another $14 million or more per month in AUM (Assets Under Management). That’s a whopping $170 million a year in fixed index annuity premium and an additional $170 million a year in AUM.
Now, here’s the kicker—this growth can be achieved consistently, without the need for webinars, without buying leads, and without the usual hassles. We know you’ve got a solid virtual sales process, and our aim is to supercharge it with a stream of high-quality, consistent appointments.
Imagine the impact on your bottom line, the growth of your practice, and the increased value you can bring to your clients. It’s not just about appointments; it’s about propelling your business to new heights in the virtual landscape.
If you’re intrigued by the idea of consistent growth, without the traditional pitfalls, let’s connect. I’ve got the strategy, you’ve got the expertise—let’s make some magic happen.
Feel free to reach out, and let’s explore how we can take your virtual sales to the next level. The desert might be vast, but the opportunities are even greater!
Take care and talk to you soon!
