The Complete Package
Includes:
-
PowerPoint presentation
- Script
-
Ad and flyer
- Seminar
setup checklist
- Attendee
response form
- Full
attendee handout package including:
- Attendee
outline
- Sample
advisor bio
- Appointment
questionnaire
- Financial
planning form
- Sample
company information
- A DVD of
Tom delivering this seminar live
- Sample
letter to send to HR directors
-
Tom's
actual appointment scheduling script!
- A sample
of Tom's FREE Financial Check-up certificate
Tom
has presented this seminar for over ten years, which has
been his primary method for generating thousands of
prospects and has generated millions of dollars of fees and
commissions for his firm and it can do the same for you!
This
seminar is updated for 2007 to keep current with all of the
new tax laws! Tom has learned that the "canned" or "off the
shelf" seminars out there just don't motivate high net worth
prospects to action so he created this seminar to
specifically target and sign up the really big clients! This
package is especially helpful during times like these where
many employees are faced with early retirement and they are
not sure of all of the technical tax issues they are forced
to confront when taking a distribution from their qualified
plans at work.
Tom
will show you not only how to market to these pre- retirees
and attract these qualified prospects to your seminar, but
he will also show you how over 80% of the audience will sign
up for an appointment before they leave the seminar room!
In this
package's PowerPoint presentation you will illustrate
to the seminar attendees just how complicated these tax
laws are and why they should use you as their financial
advisor to help them through this maze! The complete script
will show you exactly what to say and when to say it to
get people to make appointments with you!
This
complete seminar package also includes an actual DVD of this seminar presented live by Tom Gau himself.
Once
you use this package and see its proven results, it will be
the mainstay of your firm's marketing system, and will be
well worth the investment.
Also available:
