Mike Steranka
One Of America's Top Annuity Producers & Co-Author Of
The E-Myth Financial Advisor
"Michael Steranka has outlined how to systematize your planning practice. This is a must read for all Advisors looking to grow their practice!"
- ED SLOTT, CPA, founder, IRAhelp.com.
There are many financial services practices in the U.S., but few advisors and agents have achieved the level of success obtained by Mike Steranka.
Michael is one of the top Annuity Producers each year since 2009, producing over $200 million in annuity and life production since 2004; averaging over $35 million in annual annuity production each year since 2006*
Dear Fellow Financial Advisor,
It doesn't matter whether your market is large or small... whether you have hundreds of existing clients or just a few dozen... or even whether you're well established or brand new to the industry – there are marketing systems you can use to recruit qualified client prospects, convert them into enthusiastic new clients and convince them to refer others to your financial advisory business.
Think it's not possible?
Well, over the past six years alone, I've used these proven systems in my practice to generate more than $30 million a year in production ($200+ million to date) and live an enviable lifestyle while my business runs like clockwork.
You may have read about these systems in the book I wrote with business guru Michael E. Gerber, The Emyth Financial Advisor. I even wrote a free follow-up report that details the specific business plan successful financial advisors use to grow their practice into a thriving, commission-rich financial advisory business.
If you've been in this industry for at least a few years, it's probably no secret to you that some financial advisors in this country simply make more money than other advisors do.
These elite producers see more prospects, write more business, get more referrals, and—as a result—enjoy the lifestyle and leisure time that a successful financial advisory business can provide.
The vast majority of other financial advisors out there—by contrast—often struggle just to get by.
They worry about cash-flow, marketing, and meeting their quotas. They experience challenges in hiring, managing and paying their staff. They don't see enough prospects, can't convince prospects to make a decision, and often lose clients on a long-term basis to other investment counselors.
It's not a lack of talent, the current recession, or a lousy market area that holds them back from succeeding. It's simply that they've never been exposed to the systems and strategies that successful producers use—nor have they ever had someone walk them through how to implement these systems and strategies in their business.
Does this scenario describe you?
If so, you should know that there are effective methods for recruiting prospective clients—as well as proven marketing campaigns, appointment scripts and illustrative sales tools that work extremely well. But without them, you're likely missing out on success your practice has to offer you.
The Complete Sales System is a unique combination of fully tested, plug-and-play, real-world marketing systems you can hand off to your assistant or outsourced marketing manager – while YOU focus on meeting with hundreds of client prospects and signing the majority of them as new clients.
We'll even give you the appointment scenarios and illustrative tools you need to get a "Yes" virtually every time you sit down with a prospect!
The cost for these systems is less than you'd spend on just one unproductive mail campaign – and far less than you'd waste on marketing "gimmicks" that don't actually build your client base.
Let's Talk About YOUR Financial Advisory Practice for a Moment...
Would YOU Like to Be Earning More, Taking More Time Off, Delegating More Duties to
Your Staff and Reserving Your Time
for Meeting with Important Clients?
More importantly, would you like to know the powerful systems and strategies that could just as easily skyrocket your personal income and catapult your business to the next level?
Well, suppose I told you that generating more prospects and referrals is often just a matter of knowing which strategies to execute first. And that writing tens of millions of dollars in production comes from simply knowing which systems will perpetuate, augment, build on and leverage what you've already accomplished.
Well, suppose I told you that generating more prospects and referrals is often just a matter of knowing which strategies to execute first. And that writing tens of millions of dollars in production comes from simply knowing which systems will perpetuate, augment, build on and leverage what you've already accomplished.
The Complete Sales System I talked about earlier is designed to generate these kinds of results.
In fact, it's an entire system you could easily integrate into your business—with strategies that require just a phone call or a few strokes of the keyboard to sustain (or in some cases are 100% "hands-off" using today's most efficient and proven automated technology). Imagine having a detailed set of materials at your disposal that will actually step you through the scripts to use, the sales letters to mail, how to close prospective clients to starting at their first appointment and on and on...all designed to create income for your business.
You can have these resources at your fingertips. In fact, greater production is achievable by using the three-prong approach I've detailed above:
- Mailing campaigns and seminars that bring in qualified prospects who eagerly book appointments...
- Proprietary appointment software and related scripts that convince these prospects to become valuable clients...
- Referral tools and strategies that empower enthusiastic clients to refer qualified family and colleagues...
Would You Like to Have a Financial Advisory Business Built on These Systems, Versus a Practice That Requires Long Hours and Constant Attention From You?
As I mentioned earlier, some time ago I started working privately with a handful of financial advisors who had heard about my systems and wanted "coaching" in how to replicate these systems in their own practice.
I knew these systems were powerful, but even I didn't expect the immediate and astounding results they produced in practices across the country. Even more astounding is the fact that NONE of these students were even using the proprietary software yet or our newly upgraded seminar program!
Yet they still re-energized their businesses and started signing new clients like crazy.
These results got me thinking: What could other advisors do with these materials? Though I initially sent these advisors my marketing and seminar materials informally, these success stories inspired me to package up my systems in an organized way.
And I've decided to release these materials to advisors like you who want to build their financial advisory business in a whole new way.
I'll deliver:
Section 1 – Referral Program
In my business, we use two key strategies to generate $7 million to $10 million a year in referral business: (1) We work with individual clients who can refer ideal prospects to us, and (2) we hold client appreciation events where clients are encouraged to bring friends, colleagues and others.
When you dig into the "Ultimate Referral Guide" I'll send you, you'll not only discover proven scripts that you and your junior advisors can use, you'll find a host of other one-on-one referral strategies like:
- The Referral Tree
- The 90-Day Talk
- The Good News Talk
- The I-Can't-Talk-Now Talk
- Ways to keep clients in the referral loop
- Ways to get referrals to unique categories of prospects
- Gift strategies
- How to develop "client advocates"
- How to incentivize your staff to capture referrals
- How to create a referral culture in your office
- Ways to ask your client to help close the referral
- Setting up your referral database
- How to create marketing materials that credentialize you and build your reputational equity
- Scripted approaches including the "Power of You" Circle, the Shoestring Budget approach,
the Doorknob approach and more
I'll even include the actual Referral Handout we use in my office—a spiral-bound folder filled with printed materials and other tools clients can hand out to prospective referrals as a way to easily introduce you.
Plus, I've filled page after page of the "Ultimate Referral Guide" with complete details for holding three different Client Appreciation Events including meticulous event-planning particulars, sample invitations, ways to save money, how to get clients to bring you business and much more. Not only that, but I've added samples of the mailed invitations, printed materials, worksheets and other referral items we use.
Of course, this complete Referral Guide just one part of the Complete Sales System I've assembled for financial advisors like you who want to grow your business without spending years of your life (and thousands of dollars) creating and testing your own marketing, closing and referral campaigns.
Section 2 – Recruitment Campaigns
Your journey towards a more robust financial advisory business starts with a complete archive of direct-mail campaigns designed to compel qualified prospects to call you and book an appointment. These are written in pre-emptive style, with compelling information and a call to action that urges readers to pick up the phone and call.
Just one of the proven direct-mail campaigns I'll send you could easily generate more in commissions than the modest cost of the entire Complete Sales System!
But don't worry that you'll have to rely on direct-mail only to build your practice. I also will provide lead generating systems that you can use direct mail to find new prospects. I'll include unique and powerful approaches to have prospects calling in and setting appointments.
I'll also include the one system we use that out-produces every other marketing or advertising method we've tried: Preview seminars for qualified prospects. As I mentioned earlier, over the past 20 years, I've honed and perfected every aspect of doing seminars from how I fill the room... to the script I use to deliver the presentation... to the PowerPoint slides I've created... even down to the lobby posters and back-of-the-room staff procedures.
But the one element I've found that really converts attendees into clients is a participant gift I developed that includes a personal-finance assessment workbook, all contained in a handsome gold-emblazoned folder. Just mentioning this valuable gift in our advertising brings in qualified attendees, then converts them into first appointments with ease.
And the results this seminar package and Retire Now kits produce, well... not only does my business typically see dozens of attendees at these events, the appointments we set and the new clients we sign from seminars contribute to about $3 million a month in total production on average.
If you've heard about advisors who use seminars, but have never mastered the art of inviting prospects, delivering a dynamic presentation, and compelling attendees to book an appointment, you'll be thrilled with the formula we've developed—from the invitation letter, to the RSVP script, to the PowerPoint presentation, closing scripts and more.
As part of my Complete Sales System, I'll provide you with everything you need to replicate this seminar formula including:
- 15 "Retire Now" gold-emblazoned folders containing the Retire Now
personal-finance assessment workbook, with a book on retirement, for distribution to attendees who set an appointment at the seminar. (I'll also provide instructions on how to purchase more kits when you need them.) - A professionally designed PowerPoint presentation proven to convert prospects to appointments
- Printed facilitator's notes of the presentation
- A video of me performing the presentation to help you with your own polished delivery
- Access to use of my marketing materials, advertisements and other collateral to fill the room
- Registration forms, email reminders, and back-of-room appointment setting scripts
- PDF artwork files for lobby posters and in-room signage that your staff can easily have printed
Just like the direct-mail campaigns I'll send, this seminar system is also designed to pay for itself with just one new client!
Hold a seminar every month, sign multiple clients with the strategies I'll give you, and your fee for my entire Complete Sales System can be more than paid for out of the commissions you'll earn from enthusiastic new clients.
I'll also provide you with alternative lead-generating systems that will have qualified prospects walking in your door so you can get seminar quality results without actually doing a seminar.
But the recruitment strategies don't stop with just direct-mail and seminars...
Section 3 – Incoming Planning Proprietary Retirement Scenario Software
I'll also include a yearly-renewable license to use my proprietary software that easily creates and illustrates customized retirement scenarios as your client prospect watches, absorbs—and comes to a decision.
With this software, you'll never sell products again...
Here's what Advisors who have used the Income Planning software
have to say:
It is extremely simple to integrate in the planning process and focuses the client on solution planning instead of product selling—the product and its' features become secondary to the client's understanding of the probability of a significant decrease in retirement income due to a death or the risk of a significant market correction. The solution of guaranteed income is in front of them. I have been able to pickup some additional funds from existing clients along with obtaining referrals to others that my clients feel would benefit from the software. Also, recently I utilized the software at the end of a seminar presentation and in a 3-5 minute time-frame was able to show how the software helped in answering some general questions facing those in attendance: Can I retire now?, Should I take my Social Security early?, What happens if my spouse dies? Is it possible to increase my retirement income? I've booked appointments with 8 of the 12 in attendance—this was 25-35% above normal and I have to believe that utilizing the software is what made the difference. I will continue to utilize it in this fashion and track results over the next few months. I believe the results will continue and veryify the effectiveness regarding the inclusion of the software in the presentation. Kevin
Wanted to update you and Mike, we did our first mailer, got 30 calls, 18 appointments and made the first sale today using the software, $320,000!! Thanks for all you do! Cole
For the last couple months we have been using your software which allows us to not have to talk about the product to get to the solution. Your software allows us to show the prospect a real picture of their retirement income distribution and how the surviving spouse will suffer an income loss when one of them passes away. Then we show them the solution by explaining they can take a certain amount and set up guaranteed lifetime income which is what they want. They are already sold on the concept and then we explain the basic features of the product that gets them there, with very little objection. Craig and I started working together a little over a year ago, and we did well, approximately $4 million, now we are shooting for $10 million this year. We currently have almost $90,000 in commissions pending and we owe you and your staff kudos to drastically increasing our success. Ivan
Section 4 – Thank You Customer Referral Program
You'll get the complete client retention and referral system I use following each sale.
It includes the methods to producing a well-organized client binder with their complete overview of investments, insurance and relevant information, as well as details regarding the delivery bag we use, containing the all of the key items to encourage referrals.
My "One Superb Referral" system has brought in over 5 million dollars of new business from my client referrals. It's the cornerstone of long-term growth.
I'll provide all of the content that you can use to create all of the follow-up materials for your clients - emails, newsletters, monthly statements, and more. In the Ultimate Referral Binder I'll also share my "You Circle Chart". This guiding chart has helped me bring on over 100 high-quality leads each year.
Proven Campaigns and Systems for Less
Than the Cost of a
Personal Assistant or
Expensive Marketing Seminar
All told, the turn-key direct-mail campaigns, proven seminar package, appointment Incoming Planning Software and referral strategies could be worth hundreds of thousands of dollars each year in additional commissions and renewal income to you... yet your cost is just $4,995 for the first year's license, then a modest $995 license-renewal fee every year afterward that you continue using the materials.
If you ever decide to stop using the Complete Sales System, it's easy to cancel your license. Simply contact us, return the materials—and we'll remove you from our circle of financial advisor subscribers. You will not be charged a licensing fee in future.
For less than you'd pay a personal assistant or pay to attend a high-level marketing seminar, you'll get the same PROVEN strategies and systems that have contributed to $3 million a month in production for me and which are being used by others around the country—right now. But best of all, use these systems to sign just one new client a month, and the cost of the Complete Sales System could easily be paid for out of a fraction of the commissions you'll earn—over and over and over again!
The Complete Sales System Normally Sells for $7,995
Act Now And Save $3,000
Special Pricing: Only $4,995!
You can also use our two-pay option 2 payments of $2,595 by clicking here.
Your second payment will be automatically be charged after 30 days.
Start With the Complete Sales System Today...And I'll Apply Your
Entire Purchase Price Toward the Private Financial Advisory Business Growth System With Me Later
When you purchase the Complete Sales System today, I'll instantly apply your $4,995 purchase price towards my exclusive, private business growth program—should you wish to develop a systems-driven business beyond the comprehensive marketing system I'll send you.
Because many financial advisors are never taught to think like entrepreneurs, their companies usually become dependent on them—the owner. They must make daily decisions, handle paperwork, manage marketing and see clients. Their ability to grow is limited. This type of company—which is formed around a solo entrepreneur—is known as a practice.
But a financial advisory business, on the other hand, is run by others. It has reliable systems in place—systems that any financial advisor can learn to use. When you carefully develop and establish these systems, your financial services business will be prepared to grow. By creating a systematic business that duplicates your strengths, the business will no longer demand your presence; it will merely need your guidance.
As part of my unique Private Financial Advisory Business Growth System program, I'll personally guide you—in a weekend session held quarterly—through establishing proven systems in your financial advisory practice via a series of strategic advisory sessions and comprehensive business-development materials I'll send.
I'll be sending you more about the private coaching opportunity within several weeks. But for now, your purchase of the Complete Sales System will get you started off on the right path—filling the prospect pipeline, closing prospects into eager new clients and experiencing referrals on a massive scale.
What Kinds of Proven Steps Will You Receive As Part of the Complete Sales System?
You'll learn how to implement easy-to-use marketing campaigns... hold seminars with confidence... utilize powerful appointment software—then regularly, methodically and dependably achieve qualified referrals from the enthusiastic clients these proven systems produce.
What else will I teach you that could produce actual, take-it-to-the-bank cash flow?
• If you've ever wished that your marketing budget returned real results and generated sizable commissions, I have a prospecting strategy that brought in a 940% ROE...generating $624,000 in business from just $4,797 in costs. And it's not a "gimmick" like so many advisors use—those can dangerously lower your professional reputation in your market area.
• If you're an independent agent, I'll help you compete with the mega-broker down the street—even if you represent many of the same kinds of products. I'll even give you a unique strategy for capturing one segment of the marketplace that big brokerage offices routinely overlook!
• How about turning current clients (and even prospects) into referral sources for millions in windfall production—including one unusual strategy you can execute for less than $500.
• If you've ever used referrals from professionals as a source of new-client prospects, you'll discover how to get qualified referrals on a whole new level employing my referral methods.
• If another advisor in town has recently passed away or closed up shop leaving "orphan clients," my coaching program delivers strategies for capturing his former clients, referral relationships and turning these assets into new clients and commissions for you.
• I'll even help you create an entire annual calendar of specific marketing activity, advertising campaigns, referral campaigns, client-appreciation events and other calculated, pre-scheduled business-development activity. Then, I'll go one step further and actually give you the details that will help you put the plan into action.
Are you beginning to get the picture? Do you see how your financial advisory business might substantially change or grow...in just days or weeks?
And this is just a sample of the systems and strategies at work!
Look, can I be frank with you? Growing a financial advisory business isn't rocket science. There are fabulous strategies everywhere you look. But with so much good information out there, it still amazes me that people aren't implementing them.
Often times, they don't know where to start. They don't know the words to say, the copy to write or the vendors to call to make it all happen. They don't know how to take what they read and turn it into cash-creating campaigns for their own business.
In other words, they rarely execute the profit-producing information that's sitting right under their nose.
But my Complete Sales System is filled with PROVEN campaigns and scripts and tools that we're using right now...TODAY...in my own financial advisory business. It's designed to get you implementing quickly so you can see results fast and move on to the next exciting strategy.
Is Implementation Stopping You?
As someone who built a financial advisory business in the early days by personally executing the marketing and client recruitment campaigns week-after-week, I know it's tough to write the sales letters, design the ads, make the phone calls and meet with clients, too.
Often times, the biggest problem is deciding which campaigns to do in the first place. In fact, you've probably seen dozens of things you'd like to try, but with a limited budget or limited expertise or limited confidence or limited contacts, maybe you've simply fallen back on what works (or on the latest gimmick from your FMO).
You're afraid to waste your money, squander your time or gamble your reputation by implementing badly.
But what if you had actual campaigns and detailed guides that gave you the steps to take and the words to say?
I'm talking about real-life executable tasks—not theory from a "success expert" or generalized ideas from a big weekend seminar—but solid, step-by-step, ongoing execution and implementation guidance... adapted for our unique kind of business.
After all, who cares about the "training programs" designed for the 25 million other small businesses out there?
My Complete Sales System Has the Tools
to Help You Focus With Laser-Like Precision
on Growing Your Financial Advisory Business
With Qualified New Clients
If you've "tried" marketing and business growth ideas before and they didn't work, I can tell you that most information out there about how to grow a business isn’t customized for our industry—and can often be in conflict with regulations that govern financial advisory services.
But just one click here will get you started on marketing your financial advisory business with real-world campaigns and strategies—developed for financial advisory businesses and tested in my own multi-million dollar earning office.
Your payment represents just a fraction of the actual value you’ll receive – plus, when compared to what you could be generating in your business from the systems and strategies, it’s easily the best "return" on expenditure available in our industry today.
Click through now to begin growing your financial advisory business today!
Sincerely,
MIKE STERANKA
P.S. Please note that my Complete Sales System is not available for purchase in my market areas of DC, North Virginia and Maryland.
The Complete Sales System Normally Sells for $7,995
If You Act Now You'll Save $3,000
Special Introductory Pricing: Only $4,995!
You can also use our two-pay option 2 payments of $2,595 by clicking here.
Your second payment will be automatically be charged after 30 days.
Need help? Call our Complete Selling System Hotline at (443) 308-5216
The blueprint for building a highly-successful financial services practice. Systematize your business for growth and profit.
*Earnings Disclaimer: There is no promise or representation that you will make a certain amount of money, or any money, or not lose money, as a result of using our products and services. Any earnings, revenue, or income statements are strictly estimates. There is no guarantee that you will make these levels for yourself. As with any business, your results will vary and will be based on your personal abilities, experience, knowledge, capabilities, level of desire, and an infinite number of variables beyond our control, including variables we or you have not anticipated. There are no guarantees concerning the level of success you may experience. Each person's results will vary.