$900

We do not want to waste time talking to advisors that have no money. It is simply useless for us to talk with them as we have a service to sell and if the advisor has no money, there is no point in having a demonstration with that advisor. Therefore, we must always have some question that confirms that the advisor is willing and able to invest in his business.

The business experts work on commission.  If they clutter their calendar with demonstrations of advisors who cannot or are unwilling to invest, they earn $0.  Similarly, they cannot spend time talking to advisor who do not sell at least one of these products or services:

Life insurance (excluding final expense, meaning, we can only supply prospects for life insurance that is NOT final expense)

Annuities

Investment Management, Investment Sales

Long term care insurance

Financial Planning / Retirement Planning

Social Security Consulting

IRA and 401k rollovers

It is my opinion that it is best to say “My job is to locate advisors and agents who have interest in gaining new clients.   The business expert can answer these questions on the demonstration as I do not have those details.  Is tomorrow afternoon at 2 pm good for you?”

What is $900 for?

There is no cost for the advisor to attend the demonstration.  

But there is no reason for him to attend if he cannot invest $900 in his business because he will not be able to use anything we teach or show on the demonstration. So there is no reason for us to waste our time or his time if he does not have $900.
 

Do NOT get into this on the call or else it will lead to more and more questions that you cannot answer.   This is for YOUR information:

We charge $32 per prospect.  A lead is a prospect that has interest in the advisor’s products or services and lives near the advisor. The $900 is a one -time cost has 2 parts:

$299 one-time account setup (create the advisor’s advertisements, establish his account and assign him leads exclusively for his area) PLUS

Deposit of $640 for his first 20 leads (20 times $32/lead) = $640

The total is $299 plus $640 = $939

After the advisor receives his first 20 leads, he is free to cancel his account OR, he can continue paying for 10 leads at a time (10 x $32) thereafter.

If the advisor cannot invest $939, we cannot work with him.

Typically, advisors will get one or 2 new clients in their first 10 prospects. So you can ask the advisor “If you invest $900 and get a new client or maybe two, would you be happy?  If he says no, then end the call. If he says yes, then “Great, I would like to set a demonstration of a method that does exactly that.  Is 10 am or 3 pm better for you tomorrow?”

Your best answer

"what is the $900 for?"

Joe, The business expert can explain different price options and the structure to have us introduce you to new clients. I do not have those details.  But if you cannot currently invest $900 in your business, then this demonstration will be a waste of your time. Do you want to pass?

If the advisor sounds like he does not have any money, do not schedule the demonstration as the business advisor will confirm their ability to invest when he calls the advisor.

Please always get a solid response to those 2 questions when you set the demonstration

--they will be at a pc or laptop

--they have the ability to invest

If you get any sense they are not "firm," you can test them with "joe, If we call you tomorrow at 3 pm and you do not answer, I could lose my job.  If you are not 100% sure this will be of value to you, please tell me that now and do not get me in trouble."

You want to eliminate all no-shows and not qualified (no money). Most of these guys earn 6 figures and are accustomed to investing in their marketing.  But if you encounter someone who is not solid, please pass.