"How Are Financial Advisors With Tiny Email Lists Setting More Appointments Than 'Experts' Who Generate Leads For A Living?"
Dear Financial Advisor,
If you want to set more appointments with qualified prospects, read this story about a financial advisor named Zach...
Zach loves helping people and he’s always had an interest in personal finance.
Topics like budgeting, getting out of debt, and saving money have always fascinated him.
It brings him a tremendous amount of joy to apply his skills to make a difference in other people’s lives.
Yet, there's a problem…
Zach is a slave to his business. If he doesn’t prospect like a madman, he doesn't get new clients.
And you know what?
A Lot Of Financial Advisors Have This Problem...
They want more flexibility but don’t know where to start. That's why Zach felt so...
Sure, he was doing okay, but he wanted to step it up a notch.
Appointments On Autopilot...
Imagine checking your inbox on a Monday morning and seeing two, three, or even five appointments already set for the week.
Sounds great, right?
It used to be that to set appointments, financial advisors had to give up control to “lead-generation companies” (who sold nothing but crappy leads)...
Or run like hamsters on a wheel following up with uninterested prospects...
Or cold call a hundred venom-spewing people only to set appointments with two.
Fortunately, I’ve discovered a better way.
It can work for you 24/7…
It can develop instant rapport with your prospects…
And it can set appointments for you on a regular basis.
What is this magical client-getting tool?
It’s the humble email.
Oh, and I should mention…
It Returns $44 For Every $1 Spent, On Average...
Not too shabby, right?
Now, let me explain how financial advisors can use email to get more clients...
But First, Read This Disclaimer...
Please understand that 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 being used for example purposes only.
I've had years of experience setting appointments through email. Even though I've been able to replicate my process with financial advisors from all walks of life, my results should be considered exceptional.
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.
With that said...
Here's Exactly How I Can Help You...
I’ve put together an exclusive collection of videos detailing how financial advisors can leverage email marketing to get more clients.
Altogether, these videos - which are explained below - add up to 4 hours of 49 minutes of video content. You can watch, take notes, share with your staff, and so on.
You’ll be able to recognize the method behind my madness and why my appointment-setting emails work so well.
Here's what I'm revealing in those videos...
Video 1: Why Email Is So Powerful
Video 2: Most Advisors Are Too Afraid To Do This
Video 3: The Email Marketing Trump Card
Let’s take a second to unpack that last tip…
I’ve discovered that providing “value” (in the form of teaching) is one of the worst things you can do in your emails. It will cause your prospects to unsubscribe faster than you can hit “send”.
One reason for this is because when you do nothing but teach, you force your prospects to lump you in the same category as the hundreds of other financial advisors who do the same thing.
When that happens, it's game over. You will no longer have your prospect’s attention and the chances of getting an appointment are virtually zero.
Video 4: The Secret Sauce Behind The World's Most Effective Emails
Video 5: How To Structure Your Emails For Maximum Impact
Video 6: How To Build An Unbreakable Bond With Your Prospects
Video 7: How To Write Subject Lines Prospects Can't Ignore
“Experts” and “gurus” recommend lots of theories but few tested and confirmed strategies. In many cases, they recommend tactics which used to work well but fail to deliver today.
Case in point… one-word subject lines. They used to work well. All you had to do was put “Hey” or “Question” in your subject line and it was virtually guaranteed to get opened.
However, a bunch of “experts” found out this tactic was working well, so they started using it and telling their friends… who told their friends… and it became overused.
Now, when prospects see this type of subject line, they think “spam” and delete it right away. That’s one of the many myths I'm shattering inside “Appointments On Autopilot”.
I'll share some more myths financial advisors believe in a moment. But first, let's get back to the videos…
Video 8: Mastering The First Impression With Your Onboarding Email
Video 9: The Must-Have For Making Your Emails Irresistible
Video 10: How To Make Your List Ultra-Responsive
Video 11: The "Stealth" Way To Rapidly Build Trust Through Email
Video 12: How To Achieve Exponential Growth In Your Metrics
Video 13: Email's Secret Weapon - Obliterating Objections
Video 14: The Holy Grail Of Email Marketing - Using Email To Strengthen Everything Else
Video 15: How To Build Your Email List
And there's more. A LOT more. I could go on for another five pages, but if I haven't convinced you this is a must-have by now, I never will.
One of the biggest reasons why financial advisors don't convert prospects into clients is because they don't have a proper follow-up sequence in place.
According to the National Sales Executive Association, 80% of all sales (booking an appointment, in this case) are made on the fifth to twelfth contact.
Yet, only 10% of people make more than three contacts.
See the dilemma here?
A solid email sequence is the solution because it's possible for email to make five contacts in a week. That's why integrating an email marketing sequence is one of the quickest and easiest ways to ratchet up your book of business.
Now, let's assume that my email follow-up sequence is absolutely terrible and only books appointments with 3% of those 497 leads in the above photo. That's STILL 15 booked appointments.
That's why email crushes everything else when it comes to booking appointments.
Plus, I'm Giving You 20 Sample Emails You Can "Plug And Play" Into Your Business...
You can model these emails to get a steady stream of appointments. I've done all the heavy lifting for you.
Will you use them all? Probably not. If you’re anything like other financial advisors I’ve helped, you’ll choose a few of your favorites and adapt them to generate appointments consistently and reliably.
Plus, each email template is color coded to explain the hidden psychology backing the email and how to tweak it for your personal use.
Here's Why This Unique System Works So Well...
The reason “Appointments On Autopilot” is so effective is because I leverage several different client-getting secrets most financial advisors don’t even know exist.
What’s my first secret?
It’s selling with emotion.
This is contrary to the “experts” who tell people to load their marketing with tons of facts, figures, and statistics.
Most financial advisors are surprised to discover my most profitable emails have very few facts, figures, and statistics. Most of the time there's none whatsoever.
In fact, I’ve been “selling” with stories, humor, and drama for ages.
Even Harvard professor Geral Zaltman agrees with me. He found that 95% of consumer decisions are subconscious. Plus, neuroscientists have found people with damage in the emotion-generating area of their brains are incapable of making decisions.
Which means without emotion, it is literally impossible for your prospects to decide to work with you. Most people don't know this and it's one of the reasons they fail to set appointments with their prospects.
My second secret is I keep everything as simple as possible.
That's why my emails are uncomplicated plain text emails.
No images. No fancy scripts. Nothing complicated.
All I do is type out the email and hit “send”.
(It takes me maybe ten minutes, max.)
Most people assume you need to be a tech-savvy computer whiz to master email. It’s not true. All you need is the ability to use a keyboard and a mouse. If you can use those two things, you can generate a tsunami of appointments with these emails.
My third secret is I have been tracking all of my emails for years.
This gives me an advantage virtually nobody else on the planet has. Because while other people may have “theories”, I have proof. And lots of it.
Because I've sent and tested more than two million emails over the past few years alone.
I know what to say in an email to get prospects clamoring for a meeting...
I’ve figured out which subject lines work better than anything else...
I’ve spent thousands of hours exploring every detailed nuance of using email to turn prospects into clients...
In other words, I’ve done the hard work for you.
I'm unmasking every little detail inside this program, including scores of concepts I've never revealed anywhere else.
I don’t know anyone else on the entire planet who has studied and scrutinized email marketing for financial advisors with my level of precision.
For example, I’m constantly pitting subject lines against each other to see what gets more opens, and why.
In many ways, the subject lines I give you are the most beneficial pieces in this system because they’re proven to work. For example, I'm giving you several of my best performing subject lines in video 7... and revealing even more subject line secrets in video 12...
Here’s an example of one of my subject line tests…
The above subject lines are similar, yet a simple change (“are leaving” vs. “leave”) allowed subject line 1 to double subject line 2’s open rate.
Which means with one painless tweak, twice as many people will open that email. If twice as many people open it, there will be twice as many appointments, all else being equal.
Pretty cool, right?
That’s why I believe…
"Appointments On Autopilot" Can Pay For Itself Many Times Over...
I just showed you how easy it is to double your email’s open rate.
Now, multiply that across several emails with your entire prospect list. Are you beginning to see how lucrative this can be?
Once you get “Appointments On Autopilot”, you will have immediate access to all of the videos and sample emails, so you can start applying the information right away.
Even if you only use 10% of the information inside...
It'll Be Hard NOT To Set More Appointments Than Ever Before...
One reason why is because your prospects will begin to feel a deep, intimate bond with you.
This is because of something called "the mere exposure effect".
It's a psychological phenomenon by which people feel a preference for something merely because they're familiar with it.
This means once you use the email marketing techniques explained in this program, your prospects will be psychologically wired to prefer you over everyone else.
Years Of My Hard Work, Handed To You On A Silver Platter...
Because not only have I spent years of my life perfecting this email system, but I've spent thousands of dollars of my own cold, hard cash.
You're getting the "shortcut" because you're getting all of my hard work condensed into a step-by-step, proven program designed specifically for financial advisors.
You can watch the videos in the morning and have your email marketing system in place by sundown.
And like I said, I've included twenty word-for-word templates you can model to create your appointment-setting email sequence, from start to finish.
This is as close to "push button" as you can get because all you have to do is follow the instructions and hit "send".
Not Only Am I Teaching Financial Advisors How To Fish... I'm GIVING Them Fishing Poles...
Because "Appointments On Autopilot" contains 4 hours and 49 minutes of rock-solid video training explicitly showing you what to do and how to do it.
Once you check out these videos, you'll be amazed at how easily (and fast) this can work for you. You'll be able to design an email marketing machine which will crank out appointments for you on demand.
This means you can fill in the blanks so you're up and running in a few hours.
With all that said, I'm throwing in some special bonuses to sweeten the deal...
Bonus #1: Email Marketing Critique ($1,000 Value)
Figuring I charge $1,000+ for marketing critiques, this is one of the most valuable bonuses (in terms of dollars and cents charged) I've ever included with any of my products.
This is not some made-up "value". It's not a number I pulled out of thin air. It's real, actual value people willingly pay for... and you get it for free with this program.
In this critique, I offer a sample email similar to what most advisors use when trying to set appointments with prospects. Then, I break it down piece-by-piece to show you what works, what doesn't, and how to make it better.
However, fair warning...
This critique is not "nice". Nor do I pull any punches. Yet, if you can absorb the lessons, you can send emails which generate qualified appointments for you.
The best part is I'd like to give you this valuable resource free of charge.
I'll show you how to get it in a second... but first I want to show you the next big bonus you're getting with "Appointments On Autopilot"...
Bonus #2: "Look Over My Shoulder" Video (Value: Priceless)
I got the idea for this bonus because a financial advisor wrote to me and said:
"Your emails are intoxicating. I want to see you write one."
So, I sat down, hit record, and then wrote out an email. It took me 24 minutes to write the email and explain the "magic" enabling it to get appointments.
You get to observe this email growing from conception to birth, one word at a time.
You get to hear every question and idea that comes out of my brain.
You get to see every letter typed on the screen and precisely how I structure an email for maximum effectiveness.
This is the only place where you can get exclusive access to see me write an email from start to finish. You can see how I turn an ugly lump of clay into a meticulously sculpted masterpiece.
I've never released anything like this before. Even my private clients have never gotten this much of a "behind the scenes" look.
Yet, you get it free of charge with "Appointments On Autopilot".
How Much Does Everything Cost?
If you were to hire me to craft a similar email marketing campaign for you, I wouldn't get out of bed for less than $25,000.
Reason number one is because a good email campaign is easily worth tens of thousands of dollars to a financial advisor.
The second reason is because a well-built email marketing machine can free up a financial advisor's time to do other things.
I know one financial advisor who wanted me to set up an email campaign so he could go golfing all day and let the "machine" do the prospecting for him. Here's the photo he sent (below). He writes:
"I used to struggle with taking time off. I was always the go-getter, who was constantly prospecting and working. It feels good knowing that I can take time off to golf and build my business at the same time."
Believe me, nothing makes me feel better than receiving notes like these.
Now, this idea of letting the machine do the work brings me to a worthwhile point...
Because if your business-building efforts are chained to your time, your earnings will invariably hit a ceiling. Remove time from the equation and... poof! Your income ceiling disappears.
And to be transparent, that's what I'm doing here. I've painstakingly packaged my proven email marketing program and I'm delivering it to you separate from my time.
Because in addition to nearly five hours of video content, I'm giving you twenty sample emails to help you get started.
If you were to hire an email copywriter, you would pay between $100 and $2,000 per email. Which means replicating these sample emails would cost you between $2,000 and $40,000.
Don't believe me? That's okay. That's why I've included proof below...
Fortunately for you, you don't have to spend that much.
Because you can own this entire program for only $1,495.
(It's important to note it may be tax-deductible for you anyway...)
I've priced it at $1,495 so...
Getting Just ONE Client Can Pay For Everything In Full...
I've priced "Appointments On Autopilot" so you can make your investment back as quickly as possible.
For example, most fee-only financial planners charge between $1,000 and $2,000 for a comprehensive financial plan. That means getting one financial planning client could pay for this entire system in one fell swoop.
Other financial advisors charge a monthly retainer of a few hundred dollars. Let's say you charge $250 per month as an ongoing retainer fee. That means one client will pay for this entire system in six months.
Or let's assume you charge based on AUM. At a typical 1% AUM fee, all this program needs to do is help you get one client with $150,000 in assets.
Let that sink in...
All I need to do to earn my keep is to help you get one client.
I've also turned down requests to make this information exclusive to a few major financial advisory companies. I'd rather put this information in the hands of anyone who wants it.
After all, only through this program do I reveal my entire strategy for getting prospects to eagerly set appointments with you... something which has taken me many moons to perfect.
You just follow the steps... implement the information... and watch the appointments come in.
Plus, when you factor in the sheer time savings you'll receive - well, the value of this information becomes immeasurable.
Here's What To Do Next...
As soon as you place your order, you'll get a link with everything delivered to your inbox.
You can immediately access 100% of the material. Nothing is held back.
Oh, and in case you're wondering...
Of course, there's a money-back guarantee.
In fact, I think it's...
The Boldest Guarantee In The World
I would be SHOCKED if you weren't able to generate several additional appointments per month with the information I'm sharing with you.
When you watch the videos, you'll see how fast and easy everything is. I'm convinced it would take more effort to screw this up than to follow directions and get results. Especially since I spoon-feed you sample emails to start with.
Either way, it doesn't matter because you're protected by a 365-day 100% money-back guarantee.
Try out "Appointments On Autopilot" for a FULL YEAR and if you don't feel it's worth 10X what you paid, I will give you a prompt and courteous refund.
You don't even have to send anything back. Simply email me (email@example.com) and I'll return your investment with no questions asked.
I hope you'll consider this offer seriously. I know in my heart it will be one of the best moves you ever make.
Click the "add to cart" button to get started now.
Thanks for taking the time to read this letter and I look forward to hearing from you soon.
P.S. In case you're one of those people (like me) who skips to the end of the letter, here's the deal:
I'm offering you my newest product called "Appointments On Autopilot".
It's designed specifically for financial advisors. Plus, it contains nearly five hours of video training showing you step-by-step how to create an email marketing system which can automatically set appointments for you.
I've also included twenty "plug-and-play" templates which can take you by the hand and lead you through the process.
The "cost" of this entire program is $1,495.
I'm also giving you two valuable bonuses as a thank-you gift for trying this out...
The first bonus is an email marketing critique ($1,000 value), where I pick apart an email and show you how you transform it into an appointment-setting work of art.
The second bonus is a "look over my shoulder" video training where you get to see me write an email from start to finish. This video isn't available anywhere else at any price.
Finally, you risk nothing when ordering because "Appointments On Autopilot" is guaranteed to be worth at least 10X its cost to you - or at least $14,950. And you will be the sole judge of that. If at any time during the next 365 days you don't agree that the information revealed here will be worth at least $14,950 over the course of your career, just send me an email at firstname.lastname@example.org to get every penny back.
Click the "add to cart" button to get started now.