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Highlights of www.MDPRODUCER.com Information

There are many roadblocks to becoming a Million Dollar Producer! Our goal at Million Dollar Producer is to help you break through the many barriers to becoming more successful. Some of these problems that we have identified are as follows:
  • I'm afraid I don't know everything.
  • I don't deserve this.
  • I don't have a niche.
  • I'm doing everything for all people.
  • I am not properly licensed.
  • I don't have a business plan.
  • I'm just starting and don't know where to begin.
  • I have too many clients and do not know how to handle them.
  • I'm on a plateau and can't seem to get to the next level.
  • I have never had any formal training on how to run my office.
  • I'm a great producer, but a terrible manager.
  • I don't know how to manage my time effectively.
  • I don't know how to get rid of my deadbeat clients.
  • I do not have an effective marketing plan.
  • My effectiveness on my marketing is too low.
  • I have trouble differentiating myself from my competition.
  • My closing rate is not as good as I would like it to be.
  • I'm having trouble competing with the Internet.
  • I'm not very good at overcoming objections.

At Million Dollar Producer, we will specifically address each of these areas. We will provide members with the specific training that can help them:

  • Establish goals and objectives.
  • Stay motivated.
  • Efficiently manage time, including:
    1. Controlling paperwork before it controls you.
    2. Delegating operational customer service within your office.
    3. How to hire competent staff. Training your assistants.
    4. Training and supervision of your registered representatives and financial advisors.
    5. Making sure you have enough appointments.
    6. How to stop making house calls.
    7. How to effectively use your database.
  • Effective marketing, including:
    1. The critical importance of marketing.
    2. Why marketing is an investment, not an expense!
    3. How to establish your business plan.
    4. Identifying your market niche. vWhy a client should do business with you!
    5. Networking with CPAs and Attorneys.
    6. How to properly do a direct mail campaign?
    7. How to effectively ask for referrals. How to clone your best clients.
  • Ways to market through seminars, including:
    1. The best way to generate qualified leads!
    2. Three types of seminars - public, private and product - and how to conduct each one because each one is different!
    3. How to control your seminar costs.
    4. Learning how to speak properly before an audience.
    5. How to get more clients that are qualified to your seminars.
    6. How to schedule your appointments right at the seminar before they leave the room!
  • How to Conduct an initial client interview, including:
    1. How to establish credibility immediately
    2. How your clients will give you all of their documents, including income tax returns, actual brokerage statements, and estate planning documents!
    3. How to find out the prospect's hot buttons!
    4. Sell solutions, not products!
    5. Reviewing each of the areas of financial planning with the client.
      1. Protection.
      2. Estate Planning.
      3. Retirement Planning.
      4. Income Tax Planning.
      5. Investments.
    6. How to turn a $10,000 ticket into a $100,000 ticket.
    7. How to identify non-verbal communication
    8. Learning the art of cross selling.
  • Conducting an effective closing interview, including:
    1. Selling versus buying.
    2. How to build trust immediately
    3. Using hidden action commands, metaphors, and stories
    4. How to get the client to buy from you rather than you selling to them.
    5. How to tell the best time to close.
  • Overcoming common objections, including:
    1. Overcome the objection before it is presented.
    2. How to handle the "I know it all/do it yourself."
    3. Handling specific objections including:
      1. "I don't want to take any risks with my investments."
      2. "I do not want to pay a load."
      3. "I do not want to invest now — the market is too high!"
      4. "I just want to think about it."
  • How to convert a commission-based practice into a fee based practice, including:
    1. Many advisors understand the issue of being fee based. This has been a major conversation piece over the last number of years. Tom understands that the issue here is not why a financial planner may want to convert, but how they can convert.
    2. Tom also understands that there will most likely always be the commission-based advisor and some clients will either prefer commission based or will not qualify for fee based either due to their own personal feelings or because of the size of their investment.
    3. However, Tom did decide to convert to fee based and was able to convert over $200,000,000 over to fee-based in less than three months! He has developed a specific step-by-step procedure on how to accomplish this, which includes the following areas:
      1. How to identify the proper clients.
      2. Establishing the proper system.
      3. Developing the script.
      4. Having the right presentation materials.
      5. Educating the support staff and having the proper forms available.
  • How to become a retirement distribution specialist.
    There is over 11 Trillion dollars in retirement accounts at this time. Many individuals are aware of the benefits of accumulating funds for retirement. However, there are a record number of people retiring at this time and now there is a new area in which to specialize known as retirement distributions. This is an area that has huge potential because there is a specific need for this service, there is the critical mass necessary in order to have a particular niche, and the amount of money that is associated with this area is tremendous! Therefore, this is another relatively new niche that Tom has been addressing for the last few years.The specific areas that Tom addresses on this subject are as follows:
    1. Identifying the specific markets, which include people that are not only about to retire, but are currently retired, those that turn age 70 1/2 and also the beneficiaries!
    2. Tom has designed the specific marketing materials for targeting these specific groups.
    3. Assisting in the proper titling of the various IRA accounts in order to qualify to be an inherited IRA.
    4. Implementation on closing the IRA Legacy Trust sale.
    5. Establishing the specific procedures on the step-by-step items that need to be done in order to have an effective system.
    6. Networking with the attorney and accountant in order to properly draft the legal documents required in order to implement these retirement distribution strategies.
    7. Utilizing the specific marketing materials that Tom has already used to generate over $100,000,000 in sales.
  • Working with your broker/dealer.
    1. Reviewing of various marketing documents in order to be in line with your compliance department.

      We will provide all this and much, much more for a low annual fee of $349 (for about $1 per day)!