“Preserving and Protecting Wealth in Today’s Economy™”
“Preserving and Protecting Wealth in Today’s Economy” is a turn-key seminar system designed to attract retirement assets from people in the 55 to 70 age group.
We have captured the information, skill and technique
of a master of some aspect of the financial services
craft. Hence it’s name.
The seminar was developed over a six-year period by
a highly successful financial advisor.
The Pre-Retirement Market
The size of this marketplace will grow by 50% through the year 2015. From 2015 until 2019, it will shrink by approximately 88% as the last wave of baby boomers move through the age-wave pipeline.
So if you want to build a business
with retirement assets, now is the time.
Learning Someone Else’s Seminar
We have developed a method by which a financial advisor can learn another person’s seminar without sounding like he or she is reading it. It sounds natural and powerful. We even go so far as to say that our method will, if implemented, enable a person with decent personal communication skills to become a highly effective public speaker and deliver a seminar that gets results that you can take to the bank.
And we don’t focus on public speaking at all! We focus on absolute, complete and total mastery of materials.
First you must understand the seminar completely. To
assist with this, you will watch a video of the creator
giving the seminar and follow along with the transcript
which automatically scrolls with the oral presentation
to better enable you to follow and understand the material.
Once you fully understand the material, you will begin
rehearsal with a technique we developed called “The
25% Solution.” This is a method that enables you
to learn someone else’s seminar but make it sound
like it is your own.
Implementing the Seminar System
The first step in implementation is to schedule several “client-guest” seminars. We know from long experience, if you schedule an event, you will be ready. Everything you need to know to get started is in our “Getting Started” manual.
Once the event is scheduled, you learn the seminar, as outlined above.
Now it’s “Showtime!” You will give several client-guest presentations until you feel totally comfortable.
Once the seminar has received its “try out”
in Peoria, it’s time to take it to Broadway with
a public seminar. Here’s where our years of experience
coaching seminars pays off.
We know:
- How to get the right people to attend your seminar
- Where to hold your seminar for maximum impact
- How big your seminar should be
- What to say at your seminar to position yourself as a trusted advisor
- How to get people from the seminar into your office for an appointment
- How to deal with “No Shows” and people who want an invitation later
- And much, much more
