Master Marketing Techniques

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
in each package


1) Success To Significance Questionnaire™


$ 250

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.


2) Family Focus Retreat™


$500

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!



3) Introduction Letter, Letter of Understanding, and Private Briefing Brochures


$ 1,000

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.



4) Marketing to Attorneys


$ 1,000

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.
     


5) Marketing to Accountants


$ 1,000

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.
     


6) Marketing Financial Services Companies


$ 1,000

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


7)
Complete Package


$ 4,250

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.

FIG's Commitment to Advisors:

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!


Order Now

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.

 

Information Request Form

If you are interested in purchasing any of the above tools, let us know how to contact you.

 

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