Teaching, Training & Teambuilding
A Complete Turn-Key, Referral-Based Marketing Campaign on CD

Lead this five-part interactive study course for financial advisers to generate more, highly-qualified referrals.

What Is Included?

Teaching, Training & Teambuilding  is an educational marketing campaign built around an interactive, five-part study course for financial advisors. Suitable for insurance professionals, financial planners, investment advisors or accountants, the program includes:

• Five professionally-designed, fully-scripted Power Point presentations for the lecture-portion of each study session; 

• Success Guide, a step-by-step implementation guide that includes advice on how to conduct each session to build rapport, facilitate interaction, and develop key referrals; and 

• Promotions Guide, complete with sample letters, invitations and follow-up advice to continue your momentum even after the fifth study session.

TOPICS:

• Beyond Federal Estate Taxes

• Estate Planning 101: Title, Probate & Probate Avoidance

• Estate Planning 201: Irrevocable Life Insurance Trusts

• Estate Planning Demographics

• Graduation and Next Steps

How Does It Work?  Teaching, Training & Teambuilding uses the principles  of Life Cycle Marketing in a  turn-key educational campaign to initiate, develop and build profitable referral relationships.  With this program, you will have the tools you need to educate financial advisers on key estate planning issues – the real issues beyond federal estate taxes. But this is more than just another adviser-training workshop. The secret to the success of this program is that you will go beyond basic training, to establish relationships and develop lasting partnership alliances that result in a steady stream of qualified referrals to your practice.

With this unique five-part interactive study course, you will:

• Show financial advisors why they should introduce estate planning to their clients, regardless of federal or state estate taxes by answering the “What’s in it for me?” question;

• Teach advisers to recognize and identify estate planning prospects in their own client base with Lifecycle Marketing;

• Engage financial advisers in thought-provoking discussions about real-life client needs and actual cases;

• Build stronger relationships with repeated meetings and focused interaction;

• Walk your advisers through the process of identifying estate planning prospects, uncovering important facts, making referrals, scheduling appointments & following up;

• Give advisers tools they can really use – including checklists, fact-finders, and tracking forms;

• Ensure successful relationships by managing expectations with clear communication about the estate planning process;

• Squeeze more out of your marketing budget with a turn-key educational marketing campaign that can be used over and over with different groups of advisors;

• See increased referrals from both seasoned professionals and industry newcomers as you present compelling messages about the urgent estate planning challenges facing their clients at various life stages; and 

• Enhance your image with a well-organized, polished, professional campaign.

What Does It Cost?

We have bundled five professionally-designed Power Point presentations, each with a carefully narrated script, along with all of the marketing and implementation materials you need for success. Every one of these Power Point presentations is a complete workshop – the type that we normally sell for $175 each. Which makes this program worth at least $875 – if it were just a “set” of Power Point workshops. 

But Teaching, Training & Teambuilding is so much more than just five Power Point workshops, it is a comprehensive, turn-key interactive marketing campaign – that you can use over and over to reach literally hundreds of professional advisors, build lasting alliance relationships, and generate a long-term flow of highly-qualified referrals to your practice. Included are sample letters, e-mails, phone scripts, and a comprehensive SUCCESS GUIDE to walk you through organizing, promoting, implementing and even PRESENTING the five-part workshop series. We also include important aids to help you follow-up and keep the momentum AFTER the workshop series is completed.

How much would you invest in your practice to:

• Expand your referral base;

• Enlighten financial advisers to the REAL issues of estate planning;

• Build lasting partnership alliances; and

• Generate a lifetime of qualified referrals?

How much would it be worth to you to accomplish those goals? Especially if you could do so with a minimal investment of your time, and in an enjoyable, interactive format that enhances your professional image as an instructor and facilitator?

Wouldn’t it be worth it to you to invest the proceeds from just one client plan to ensure the lasting profitability of your practice for years to come?

Of course it would. But relax. You don’t have to turn over three thousand dollars. Not even two thousand dollars. Okay, not even one thousand dollars.

Because we believe so strongly in the necessity of this marketing approach RIGHT NOW, and because the success of our future is inextricably linked to YOUR SUCCESS, we want every one of our clients and friends to put the power of this interactive educational campaign to work building fail-safe practices destined to survive – and THRIVE – regardless the state of the estate tax.