Coaching Overview
Curt Whipple’s Abundant Income and Abundant Life Coaching Program for Financial Advisors and Insurance Agents.
Here’s a Sample of What We’ll Cover:
Coaching Session #1
- THE client presentation that will double, triple and even quadruple your income per new client
- How you can gain a prospects trust in your first visit.
- How can you better relate to a new prospect.
- Why developing your people skills is more important than your financial planning skills and how to be the advisor they relate to and ultimately choose.
- How to take your seminar or workshop appointments from 35% to 60% or better.
- How to insure the prospect will show up for the first appointment.
- How can you improve the chances that your first appointment will show up for the second appointment.
- The annuity presentation to beat all annuity presentations.
- The complete “system” that will turn your seminars or workshops into over a million dollars of annual income.
Coaching Session #2
- How to make sure the prospect likes you in the first 30 seconds.
- Office or no office?
- How to have an office that sells before the prospect even meets with you.
- Why your office could be costing you hundreds of thousands of dollars in “INCOME”!
- Probing Strategies for the first appointment with a new prospect.
- Are you just another financial advisor/agent? How to stand out from the crowd.
- How to beat the competition
- Learn your prospects buying strategy and make the sale.
- How to learn your prospects true pain (90% of advisors miss this) and find the perfect solution.
- The art of drilling down! Without this you will see more prospects choose the other advisor.
- Why your current newsletter is failing you (if you even have one) and how to fix it!
- How you are paying for leads that you aren’t getting and how to make sure you make every lead count.
- How to know when your prospect is ready to say YES! Then shut up and write it up.
Coaching Session #3
- Closing Strategies that make the sale!
- How to help the prospect make the decision to work with you without selling.
- Four steps to a new client and why closing is the least important part.
- Why you have become a commodity and how to change that.
- Why you’re losing 70% of your sales opportunities and how to fix it.
- What to do with prospects who are procrastinators and turn them into sales
- How to make the sale on page 1 of your presentation and you have never mentioned an investment.
- The Roth conversion analysis that your client can’t walk away from.
- How to improve the odds that your prospect will show up for your second meeting.
Coaching Session #4
- Seminar Speaking
- Learn what Forbes teaches about speaking in seminar
- Why prospects buy feeling and how to make sure they “feel” what you are sharing
- Why your tactical teaching is killing your progress and income
- Why your current Power Point Presentation isn’t working and how to fix it (you don’t need another seminar)
- Why you’re actually making it harder for the attendee to choose an appointment with you.
- Make it easy for your audience to say; Holy Crap! I MUST see this advisor! How soon can I get in?
- How to increase your Authority in the eyes of the prospect by having your own book in just 7 days!
- Story Telling when you speak and how it makes all the difference!
Coaching Session #5
- Magnetic Marketing: How to attract clients that Pay, Stay and Refer!
- Webinar selling: How to get appointments while you are sleeping or on vacation
- You must have “SYSTEMS”. The four systems that will change you life
- Presentation System
- Lead System
- Referral System (How I average 80-100 client referrals per year)
- Inter-Office Systems (This is freedom for you the advisor)
- How to have a message so compelling the prospects must come to hear about it.
- Direct mail marketing or social media? Which should you use?
- Marketing System mistakes to avoid!
- Have you marketing system on auto pilot!
Coaching Session #6
- How to complete a thorough client Fact Finder that loads your shot gun
- How to get 80-100 client referrals per year.
- How to get referrals by asking the right way.
- How to get “quality referrals”
- Speaking preparation checklist
- Seminar speaker blueprint
- Four pillars of unshakable confidence
- How to double your income in the next 6 months without one new client.
- How to have multiple CPA’s and attorney’s sending you leads on a regular basis
Coaching Session #7
- Finding quality employee(s)
- Inter office systems that free up the advisor find more clients
- Staff job descriptions “Plug and Play” with minimal training required
- How to keep staff happy and cut down on office drama
- How to run a great Ad and only work with the top candidates
- How the advisor(s) should never touch a paper application
- How advisors can work solely with clients and new prospects and THAT’S IT”!
- How utilizing Virtual Assistants can be the answer to your office issues
- How to make sure no new prospect or client ever slips through the cracks
Coaching Session #8
- Why financial planning will never be the same and how you can come out on top
- Financial Planning and technology. How to make sure you are at the cutting edge
- Making technology work for non- technical advisors
- Finding your unique ability and capitalizing on it.
- Creating the client “Experience” and why it’s more important than even the plan.
- Helping the prospect find a vision for their retirement that leads to excitement!
- How to be a big fish in whatever pond you decide to fish in
- How to guide the prospect to their own conclusion that involves you as their advisor
- Finding your unique niche’
Coaching Session #9
- Developing a brand that attracts potential clients
- The Brand Flywheel
- How to avoid commoditization and build more authority in your marketing
- How your website can rapel or attract more prospects
- Empowering clients to refer more prospects to you
- How your market will choose you over the competition
- Why you need to author a book and how to get one in as little as 7 days.
- Are you over-delivering to your clients? Should you?
- How to get clients and other professionals to refer more prospects to you
Coaching Session #10
- Is your office phone costing you clients? How to fix it!
- Is your email costing you business? How to fix it!
- The Power of Why and how it will change your practice for the better!
- Keys to a more productive Facebook page
- The market that virtually no one is going after and is worth millions to your firm!
- Should you be marketing life insurance or running from it?
Coaching Session #11
- How you can finally get organized and stay on track to accomplish twice as much as before.
- Video emails and building better relationships
- Client educational events and how they will increase your firm income by 25% or more
- Mailing strategies that will get your envelopes opened and provide a higher ROR.
- How to properly plan and set goals that will motivate and work
Coaching Session #12
- How to spot good stocks and bad stocks. When to Buy, Sell or Hold
- Advisors month, Curt will answer questions submitted by members.
- Mastermind Session
- Each member will present the 3 things they implemented that have resulted in the largest growth for their firm
- The Ultimate Marketing Machine Introduction
