“37 of the Best Prospect-Converting, Client-Getting Sales Tips for Financial Advisors”

If you’re a financial advisor who wants to convert more prospects into clients, then this is for you.

But First, Read This Disclaimer:

Please understand my results are not typical. I’m not implying you’ll duplicate them (or do anything for that matter).

The average person who buys any “how to” information gets little to no results. As with all of my products, my references are used for example purposes only.

Your results will vary and depend on many factors… including but not limited to your background, experience, and work ethic.

All business entails risk as well as massive and consistent effort and action. If you’re not willing to accept that, please DO NOT GET THIS BOOK.

With that said… let me show you…

Exactly What You’re Getting

First of all, there’s no fluff or filler in this. There are 37 battle-tested sales tips that are working right now.

And it’s easy to read.

At just 66 pages, you can read it in an afternoon.

Here’s a fraction of what you’re getting…

• Learn the number one reason why financial advisors fail. Page 5.
• The little-known secret to keeping prospects involved when you’re giving a presentation. Page 7.
• The exact questions people are asking themselves when they consider hiring you - imagine getting a sneak-peek into the prospect’s mind. Page 9.
• Three ways most financial advisors come off as too pushy… which immediately turns off prospects. Page 13.
• Six “trust levels” that will allow you to see why some sales never happen, while others are fast and effortless. Page 16.
• The best way to build rapport is to talk to people about what they like, right? Wrong! The “usual stuff” totally backfires with financial services. Here’s what you need to do to build instant rapport among your prospects. Page 21.
• How to deal with people who think your fees are too high. Page 24.
• How to get your prospect to tell you exactly what you need to do to close the deal. This is so simple it astonishes me how most people completely miss it! Page 26.
• Several ways you can nail a solid first impression and skyrocket your chances of converting the prospect. Page 29.
• No prospects will raise objections to information THEY give you - I’ll show you how to get this valuable information and use it to seal the deal. Page 32.
• Why “always be closing” is completely wrong… and what you should do instead. Page 35.
• Should you confirm an appointment? The answer may surprise you… Page 40.
• The four biggest reasons why people leave their financial advisors - one of them is completely preventable and it accounts for 50% of all attrition! Page 43.
• Why you should never ask a prospect for thirty minutes of their time. Sounds silly, right? You’ll see how this can be one of the best things you ever do. Page 48.
• The best way to leave a voicemail so prospects actually call you back! Page 56.
• My amazing marketing strategy that I’ve used to get “dream prospects”... and it works like a charm. Page 60.

You’re right… that is a lot of battle-tested tactics. And it’s really just the tip of the iceberg.

Lena Barton

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​I’ve spent hours in my company’s “sales training” and it was nowhere near as good as this. Thank you for putting together this amazing resource.

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Rufus Thornton

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There are lots of sales blogs, books, and resources out there but there aren’t many that focus on financial advisors. It’s obvious that James knows what he’s talking about and he gives you the tips with no fluff or filler.

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Randall McCoy

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I read 37 Sales Tips for Financial Advisors because my manager recommended it to me. Just ONE of these tips can change your life. This book was worth every penny.

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Debbie Park

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I like how this book is short enough to read on a plane ride but still impactful enough to make a meaningful difference in an advisor’s career. If you want to set more appointments and/or convert more of your prospects, then you need to get this.

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Here’s What to Do Next

The “cost” of this book is $37 and it comes with a 100% money-back guarantee, which is explained below. 

(It's important to note that the cost may be tax-deductible for you anyway...) 

As soon as you place your order, you’ll get an automated receipt with a link to download the book directly in your email.

You can access it anywhere, immediately, without having to wait by the mailbox.

Oh, and in case you’re wondering…

THERE IS NO CATCH!

I realize this is very inexpensive… so you might wonder what the “catch” is. 

There isn’t one. 

I’m literally giving you this entire book for $37, as a means of demonstrating real value to you. 

My hope is that you’ll love it and this will be the start of a good business relationship for years to come. 

But with all that said, there is ONE thing to keep in mind:

Time Is Of The Essence

In most cases, I take a loss when I sell something at this price.

It costs me just over $35 in advertising expense to sell one book.

So why would I do that?

Simple. I’m making this offer with the idea that you’ll be very impressed with what I’m giving you today, and you’ll want to do more business with me in the future.

I’m betting that you’ll enjoy the book so much, you’ll check out some of the other products and services I offer. Pretty straightforward.

Anyway, with all of that said, this is a limited offer.

The Boldest Guarantee In The World

I 100% guarantee you’ll love this book or I’ll return your $37 and let you keep it anyway.

That’s right. You don’t even have to send anything back. Just email me (james@theadvisorcoach.com) or give me a call at 937-REVENUE and I’ll give you back your $37 with no questions asked.

How’s that for fair?

​Thanks for taking the time to read this letter and I look forward to hearing from you soon! 

James Pollard

P.S. In case you’re one of those people (like me) who just skips to the end of the letter, here’s the deal:

I’m offering you a 66 page book that is chock-full of sales tips for financial advisors.

The book is $37.

There is no “catch” to this offer.

In fact, if you don’t like the book let me know and I’ll even give you back the $37. You don’t even need to send the book back.

Click the "add to cart" button and claim your copy now. You won’t regret it.