The
Financial Independence Group has worked to develop techniques that will allow
financial advisors to market themselves to attorneys, accountants, non-profit
organizations, investment brokers, and financial service firms in a totally new
and effective way.
Advisors will be able to utilize the power of technology to enhance their verbal presentations with visual reinforcement using Microsoft PowerPoint slideshows. Each time an advisor seeks to truly deliver a message, he or she can now do it with personalized, full-color, animated slides that leave the audience with an unmistakable visual message.
Our software divides the professional community into specific areas to allow advisors to target the correct audience with the correct message. When advisors speak in front of their next client, they can give them a presentation that not only targets the client's needs but also the client's corporate personality.
NOTE: Several items available for download on this website require Adobe's free Acrobat Reader™ software. If you do not have Adobe Acrobat Reader™, download it for free here.
Tools Available to Advisors: |
Price |
| In addition to each software package, Jerry will include up to one hour of consultation time to help you put these ideas and concepts into an “action plan” for your own practice. |
Included
|
|
|
| This questionnaire is designed to help your
clients touch their souls! It is used to help them articulate
their beliefs and attitudes about wealth, family, and the
virtues and values necessary to leave a profound legacy.
Requires Adobe Acrobat Reader If you do not have Adobe Acrobat Reader, download
it for free here. |
|
|
|
|
A step by step process that shows advisors how to provide
Insight, Perspective, and Wisdom to clients by taking them
through eight unique exercises. The end result is that the
client gains clarity on what he or she wants to do and
confidence that their Family Legacy will last 100 years or
more. The client takes ownership of the process and is
motivated to take the next step toward implementing their
plan!
|
|
|
|
| The Intro Letter and Letter of Understanding
integrate the nine discussion points used in each of the
slideshows. They depict the breakdown of fees and graphical
descriptions of where your prospect is now versus where you
believe you can take them. The Private Briefing Brochures can
be mailed to other advisors or to prospects themselves prior
to a slideshow presentation.
|
|
|
|
| PowerPoint Slideshow specifically targeted
towards Attorneys. Includes how you will earn them more money
while adding value to their clients. Also contains the Parson
Case: “Enhancing an Already Good Plan.” This case is a
sample plan designed for an estate planning attorney that
includes an exceptionally powerful analysis of Family Split
Dollar to replace Qualified Account assets.
|
|
|
|
| PowerPoint Slideshow specifically targeted
towards CPAs. Includes how you will earn them more money while
adding value to their clients. Also contains the McCaw Case:
“Keep It Simple…” This case is a sample plan designed
for a senior partner in the nation’s twelfth largest
accounting firm. |
|
|
|
| To Brokers: PowerPoint Slideshow specifically
targeted towards Investment Brokers. Includes how you will
earn them more money and help them retain clients. Also
contains the Stock Case: “Stock’s Options.” This case is
a sample plan designed for a retired stock broker
To Financial Services Companies (FSC): PowerPoint Slideshow
discussing ways in which you could form a strategic alliance
with a FSC to train their agents or enter into joint work
agreements. Also contains real-life results from a proprietary
strategy enabling the tax-free exercise of Nonqualified Stock
Options. Note: Because the strategy is proprietary, only the
results of an actual case are shown, not the strategy itself.
|
|
OR |
|
|
|
| All six packages at a substantially discounted price. A complete kit to market yourself to all professional advisors. | |
The individual cases included with the packages will not only allow advisors to tell a good story, but they will be able to back these claims up with real life examples. Users will find the format for these slides to be fully compatible with other estate-planning slideshows developed by other organizations.
The PowerPoint files can be easily linked to your current slide shows or even inserted inside them! The handouts come in both Adobe PageMaker and Adobe Acrobat formats and therefore can be inserted into your own seminar handouts. The resulting packages enable you to design presentations targeted to the type of other advisors in your audience.
When advisors purchase a software package, they are not only getting an integrated format in which they can market themselves to other advisors; they also get Jerry Nuerge’s expertise. In addition to each software package, Jerry will include up to one hour of consultation time to help you put these ideas and concepts into an “action plan” for an advisor's own practice. Jerry is committed to helping advisors create the best image possible when telling the wealth counseling story. By sharing some of his successes, he hopes an advisor's success will soar!
To order the any of the above tools, download and print a Master Marketing Technique Order Form (Adobe document) and mail it to us today, or send us your contact information below.