1. When you are creating your ads, scripts or sales letters, include the words "Better Than Risk-Free Offer!". For any reason, within 30 days,
grant them a complete refund and they will still receive a free comprehensive financial analysis worth $500 (for example), plus get a free
membership to your newsletter worth $99 (for example) per year. This will likely increase your sales by 25% or better.
2. Build host/beneficiary relationships. Look to build relationships with other professionals such as mortgage brokers, real estate agents,
CPAs, and even other financial consultants. When another agent gets an inquiry or request for a quote and information and the prospect
doesn't happen to buy, then you can make arrangements to get that information and try to pitch your services. If you make the sale, then the
referring agent gets a percentage of the initial sale.
If you understand the lifetime value of your customer, you can afford to give away a lot more as a referring percentage, knowing that you'll
make a handsome profit over time.
Financial Consultant