Watch The Financial Planner’s Pandemic Prosperity Plan Video
And see why the next eight minutes could turn the pandemic lockdowns into your best opportunity to solidify your client relationships and generate a surge of high quality referrals - on demand!
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It’s Never Been More Important to Maintain and Build Your Client Relationships
In the next eight minutes, I’m going to show you show you can reduce your annual client turnover by 66%, and differentiate your firm in a way that makes your clients WANT to refer their friends and colleagues to you.
“Social distancing” and “lockdown” have isolated many financial planners from their clients, and most businesses have only made things worse by closing their offices and only offering “essential services.” The pandemic doesn’t need to be a crisis for your firm - it will be a tremendous opportunity - but only if you know what to do.
To help, I have created a video that explains everything you need to know - and exactly what to do - to present a client appreciation event that GROWS your firm during the pandemic. You’ll learn:
Why an “informative webinar” seems like a good idea - but really isn’t!
How to capture your clients’ attention in the middle of the pandemic
Your clients’ huge unaddressed pain point that’s “hiding in plain sight”
A reliable strategy for ensuring your clients attend the event
How to make sure your guests are talking about your event for weeks to come
The super-easy secret that makes follow up calls comfortable and fun
If you’ve ever thought that hosting a client appreciation event in the past, you may have been stopped by the hefty “time and money price tag.” My simple process makes it easier, more affordable, and more profitable than ever before - especially during the pandemic.
Watch my 8 minute video (or read the transcript), and you’ll see how this simple process can literally transform your business into a referral generating machine. Be sure to watch all the way to the end for a special bonus offer.
ADDED BONUS: Fill out the form below, and I’ll also send you instant access to my free report “The Four Critical Steps to An Effective Referral Process” and “The Referral Generator’s Reading List.”
This is the chance to outshine your competitors, differentiate your firm, and start developing a huge book of new, lifetime clients that “stay, pay, and refer.”
Here’s what some are saying…
As someone who takes a great deal of pride in these events, the comments my guests leave me are taken quite personally. I received more compliments than in almost the past five years combined and Mike was a huge part of that success. - Ward Welke, Allerand Capital
“You are awesome! I have received several emails and phone calls since last night, as has Roy - our clients had a great time and continue to be amazed. Thank you again for a great time!" - LeighAnn Arthur, Gutierrez Group, 2019
"All day long, our entire team heard nothing but how awesome you were. ‘Where did you find him?’ etc. etc. etc.” - Mary Colon, Executive Project Manager, Go, Inc. for DuPont