"Why Do Some Financial Advisors Succeed While Others Fail Miserably?"
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The best answer I’ve been able to come up with so far is this:
Financial advisors who succeed have a plan. Because after all, it was Benjamin Franklin who said, “If you fail to plan, you are planning to fail.” Consider this… According to the consulting firm CEG Worldwide, 80% of advisors producing $1 million or more have written plans. Those making $75,000 or less have written plans only 7% of the time. Which side do you want to be on? 🤔 I want to help you get on the winning side, which is why I'm giving you this financial advisor marketing plan. 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 marketing experience and my personal 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, let me show you… Exactly What You're Getting...I sorted through hundreds of marketing plans - not just for financial advisors, but across multiple industries - and wanted to bang my head against the wall.
They made everything so complicated that you needed a Harvard MBA to understand. Jargon, charts, graphs, and trivial information which will never put a dime in your pocket. Simply put, I couldn't find a marketing plan simple enough or good enough to warrant my endorsement. So, I created one. My marketing plan is simple. In fact, this marketing plan revolves around just three big ideas. Plus, you don't have to be a Harvard MBA. If you passed the fourth grade, you can understand it and most importantly... implement it. And the best part? It’s tailored specifically for financial advisors. 😎 The techniques, ideas, and strategies I’m sharing are working for financial advisors growing their businesses, and they’ll work for you too. Here’s a small sample of what’s included:
I’ll walk you through a battle-tested plan for marketing your business and getting more clients. And that’s just the tip of the iceberg… Here's What This Is NOT...This is NOT just another fill-in-the-blank marketing plan template. I think those are a joke, and you probably do too.
This is NOT some two or three page marketing plan. I give you "behind the scenes" details and explain - in depth - what you need to do. This is NOT a cookie-cutter marketing plan. I created this with financial advisors in mind. This marketing plan is...
Here's What to Do Next...The “cost” of this marketing plan is $67 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 marketing plan 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 giving you this entire marketing plan for $67 as a means of demonstrating real value to you. My hope is you’ll love it so much you’ll buy my other products. How’s that for complete transparency? 😄 After all, I’m not getting rich with a one-time $67 sale. I make my money from building a good business relationship that lasts for years. And with all that said, I’m throwing in another gift… You're Also Getting The MP3 Version of My Marketing Plan ($67 Value), FREE...Because I wanted to sweeten this offer a little bit, I'm throwing in the MP3 version of this marketing plan as well.
I wanted to include it because listening to the audio version is a great way to reinforce the material. Plus, you’ll want to listen to this over and over again. This will also get sent directly to your inbox. And there’s absolutely no charge for it. I want you to have it as my gift just for trying out this marketing plan. Oh, and of course there’s a money-back guarantee. I think it’s… The Boldest Guarantee In The World
I 100% guarantee you’ll love this marketing plan, which is why I offer it with an ironclad, zero-risk, 365-day money-back guarantee.
Try my "Financial Advisor Marketing Plan" for a FULL YEAR and if you don't feel that 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. Just email me ([email protected]) or give me a call at 937-REVENUE and I'll return your investment with no questions asked. How’s that for fair? Click the button below to claim your copy now... 
Thanks for taking the time to read this letter and I look forward to hearing from you soon.
James Pollard
"America's #1 Financial Advisor Marketing Expert" 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 proven financial advisor marketing plan. It’s $67. I'm also giving you the MP3 version of this marketing plan ($67 value) as a thank-you gift. There is no “catch” to this offer. In fact, if you don’t like the book, let me know any time within a year and I’ll give you back the $67. You don’t even need to send anything back. Click the button below and claim your copy now. You won’t regret it...
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