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Client Letters

The Retirement Prospects System

Closed Sales

[Retirement Prospects] has not only provided me with an exceptional amount of prospects in a short time, but the prospects are of a high quality. I have been working the program as my [Retirement Prospects] consultant has suggested, and have closed sales within two weeks of receiving my 1st batch.

- Thomas G., Brandon, MS

With The Retirement Prospects ™ system it will not take a long time to convert your investment to dollars. At the very beginning, expect to convert at least one of your first ten leads to a new client within two weeks and have a closed sale. Within 30 days, you should expect that for every ten leads, two become clients. Of course, the other prospects can also become clients. We will teach you a proven system for setting an appointment over the phone and give you optional tools for drip marketing (letters, client newsletter), so that you eventually convert a significant percentage of your leads to closed sales. Remember that not every prospect is ready to buy immediately. Drip marketing is essential if you want to convert the maximum number of prospects to clients over time. The most successful advisors know this and rather than walk past a prospect who is not ready to buy today, they build a relationship with drip marketing and have a new client tomorrow. search terms: closed sales

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Client Confidentiality

Client confidentiality is the principle that an institution or individual should not reveal information about their clients to a third party without the consent of the client or a clear legal reason. Retirement Prospects respects this right of our clients, and will never give out personal contact information to a third party without express consent. Comments posted on this site are used with expressed consent, and agreement that personally identifiable information will not be divulged.

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