The Goal is to Create your own, Digital Pipeline The Endgame is to find:

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Shannon Cummings
5 years ago
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1 The Goal is to Create your own, Digital Pipeline The Endgame is to find:

2 COMPLETING THE PUZZLE The Big Missing Piece to Solving the Successful Advisor Puzzle!

3 You need to have a Unique Marketing Theme! This is one that can work!

4 Small Business Owners 401k Savers Doctors Dentists Architects Lawyers SEP Savers Computer Consultants Executives Current Clients IRA Savers Realtors-Brokers Educators Engineers You need to build your own Personal Digital Pipeline to keep your Sales Funnel full!

5 Unfortunately the Can of Exclusive Insurance Leads that is shown, really isn t easily obtained or readily available anywhere. The Real Solution is to Create & Fill Up Your Own Can!

6 You need to let people know that your Insurance Store is Open for Business!

7 Personalized Educational Content In this Digital age you need to have personalized electronic content. This should be made up of Video, Educational White Papers, and a Landing Page to deliver it to the prospects educate them, build rapport, and ultimately capture their information to further educate them and move them further down the Sales Funnel. We provide these for you!

The main difference today, for those that are in know, is you can now stack the odds in your favor

8 Nothing much has changed in the sale of insurance over the years. It was always a numbers game, along with a bit of the luck of the draw, and it still is today. The main difference today, for those that are in know, is you can now stack the odds in your favor dramatically by using technology to work with much bigger numbers. Some might say that with the use of technology and an advanced marketing system, you can easily make your own luck!

9 The Targeted Marketing List! You need to build or acquire a targeted qualified prospect list of prospects in your local area. All of your Current Clients should be at the top of the list. Add that to a targeted list of small businesses in your area (200 to 500 small businesses at a minimum). We Help You Do This!

10 List Building! We can help you send out thousands of delivered s to qualified prospects at very little cost to you to quickly build your very own, Targeted Marketing List!

11 At the end of the day you or someone that works for you, will have to pick up that heavy telephone, to make the required calls, to gain access to these prospects, in order to turn them into suspects, and then into clients! We help you determine who to call first and what to say when you contact them!

or later you are going to have to meet with your new

12 Telephone Marketing is certainly easier and initially more productive than knocking on doors but in many cases sooner or later you are going to have to meet with your new prospects. We help you determine which doors to knock on first!

13 The Ogletree Financial LLC Bluewater Marketing Advantage We provide new generation digital prospecting systems to help you find qualified business owner insurance prospects. We provide unique personalized tools to help you easily educate the prospects. We provide Sale Presentation Fact Finders to help you both educate them as well as quickly and easily focus on their financial goals and needs. We provide Retirement Planning software to help them easily determine both their successes and their shortfalls. We provide Sales software that helps them determine the best solutions to fill those shortfalls. A key piece of the system is a software package that can evaluate all of their retirement saving options and summarize them in just 6 mouse clicks. The complete system can be paid for 10 times over with just your first life sale. Special Introductory Price $450 Quarterly Lock in this pricing sign up today!

14 The Ogletree Financial LLC Bluewater Marketing Advantage Doug Mitchell, CLU Ext 1 doug@ofslife.com Louis G. LaBash Ext 2 louis@ogletreefinancial.com Special Introductory Price $450 Quarterly Lock in this pricing sign up today!

TARGETING THE RIGHT CLIENTS

DAY 2 TUTORIAL #4: TARGETING THE RIGHT CLIENTS Copyright Academy For Growth Limited Suites 1 10, Springfield House, Water Lane, Wilmslow, Cheshire, SK9 5BG, United Kingdom www.accountantsgrowthprogramme.com