How
to Get the Pension Asset Transfer Program to Generate Leads For You!
Everyone wants to find the "big hitter" client. Most wealthy clients
have advisors such as financial advisors, CPAs or attorneys. Many
of these wealthy clients have built up a trusting relationship with
these professionals. As such they can open doors.
Most professionals bill on an hourly basis. They get paid as "gate
keepers". Hence any proposal that asks for an entree to these clients
must pass three key tests..
1) Is the idea legitimate? Will it pass legal scrutiny?
2) Can the idea create enough billable hours for the "gate keeper"
to open doors to their clients.
3) Is the concept new? Has everyone already heard about this
concept?
So to succeed in getting referrals one must have a legitimate program
and that program must pay enough to cover billable hours by the "gate
keepers".
The PAT program meets all these requirements quite well. So here's
a strategy that will generate leads for you.
Approach an advisor who may have clients that fit the PAT profile
(net worth>$1,500,000 and has a qualified plan or IRA). Offer to pay
the advisor $250 to do a one time, five minute three way meeting with
the advisor and his/her client. In less than 5 minutes you could convey
the general concept to the client, enough for the potential client
to ask for more.
After the meeting, you could suggest to the advisor that you are willing
to pay him $250 per hour for all their billable time associated with
reviewing the PAT program (including his/her original review of the
PAT plan), if and only if the client decides to do the PAT program.
Hence you create an incentive to the "gate keeper" to play a more
active, positive role.
The cost to you is $250 to get a very qualified lead.
Click
here for excellent pre-approach letters to client's advisor.
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