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Ultimate Financial Advisor presents

Ultimate Financial Advisor presents. Is the Market Crisis a Golden Opportunity for Advisors? Sponsored by AdvisorMax. “You must feel awful”. Lehman Brothers Bankrupt B of A Agrees to Buy Merrill Lynch for $44 Billion . Differentiation Catalyst Event.

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Ultimate Financial Advisor presents

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  1. Ultimate Financial Advisor presents Is the Market Crisis a Golden Opportunity for Advisors? Sponsored by AdvisorMax

  2. “You must feel awful” Lehman Brothers Bankrupt B of A Agrees to Buy Merrill Lynch for $44 Billion

  3. Differentiation Catalyst Event • Dif-fer-en-ti-ate- to make something appear different or distinct. • How will you use this moment in time to redefine the way that you clients, prospects, and referral partners think about you and the work that you do?

  4. Confusion Creates Response Potential Visionary people face the same problems everyone else faces; but rather than get paralyzed by their problems, visionaries commit themselves to action and finding a solution. -Bill Hybels Theologian

  5. Differentiation Strategies • Honesty is the Only Policy • Don’t Guess • Have an Opinion • Develop your Ultimate Value Proposition • Teach your Referral Partners to Engage • Aggressively and Proactively Contact your Clients and Prospects

  6. Your Ultimate Value Proposition • Separates you from your competition • Focuses on the Clients’ Problems not our solution • It is repeatable • It causes the clients to engage

  7. Teach Your Referral Partners to Engage You should recognize they will be traumatized by this market. The risk to them of referring to you goes up substantially in their mind On a scale from 1 to 10…

  8. Client Contact Strategies • Constant Updates • Market One to Many • Annual Review Campaign • Have an Opinion and Make a Recommendation • Use Referral Strategies

  9. Market One to Many • Newsletters and E-mail (Comp. Approved) • Teleconferences (Leverage Your Partners) • Workshops • Shareholder Meetings • Seminars • Remember these are Referral Catalyst Events

  10. Annual Review Campaign Five Actions from Every Meeting • New Money to Invest • Gather Assets (Seeds of Future Trades) • Realign Portfolio • Referral from Your Client • Referral of Your Client

  11. Have an Opinion and Make a Recommendation • Don’t just suggest they “hold tight” • Have a specific plan of attack • Have a logical reason why • Have a bold call to action • Complete Review • Variable Annuity • Lifetime Income Plan

  12. Use Referral Strategies • 90 Day Dazzle • Referral Catalyst Events • Give yourself as a Gift • I’ve set aside 10% of my time • Might not invite them into my practice

  13. Additional Resources • Advisor Business Institute launch by year end • 90-Day Dazzle • AdvisorMax Coaches Corner • Leverage Vendor Partners • www.UltimateBankAdvisor.com

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