Excerpts from "3-Steps to Million Dollar Production" Workbook.



The single greatest reason someone will pick you as their financial advisor is because they know you personally, or know of you.  That means that the most effective marketing will be to your network:  your friends, family, and acquaintances.  


The following is a letter one of my clients used to prospect to the PTA organization he was involved with:


Text Box:  
“I Can Help YOU or Someone You Know Save Thousands on Your Taxes This Year”
Exclusively for my friends who dedicate their time to the PTA:


Dear Fellow Member,




Tax season is one of the most helpless, overwhelming times in a person’s life.  One small slip can cost you hundreds or thousands of dollars and seemingly endless hassles if you don’t know what you are doing. 


And many people don’t know who to trust when it comes to saving them money.


You need someone who is compatible with you, understands your specific needs, and has a clear understanding of the ever-changing tax law changes. 


My name  is                               and I specialize in helping my friends legally save hundreds and thousands on their taxes each year.  For over      years I’ve been involved in the PTA and have helped those in this organization  with their current tax situation.


If you’re thinking of getting help with your tax troubles this year, I want to introduce you to a special promotion I am making exclusively for the those who have spent their time in the PTA organization. 


I will not only help you save time and money, but I will deduct $100 of my commission and donate it to this special organization we are both involved in, just to introduce myself and say “welcome.”


And there is one more thing…this offer is fully transferable.


If you know of a family member, friend, or neighbor who may need my help, you can still have that $100 donated to the PTA.


But remember, this offer expires                        .


Take advantage of my offer exclusively for members in the PTA right now by calling me at 1-800-XXX-XXXX or (888)888-8888. 


Please remember, my business is built on referral, many of them from friends like you.  Tank you for thinking of me. 







 Back to Special Report.  Http://www.ultimateinsurancesystem.com/specialreport.htm  


Text Box: FREE FINANCIAL ADVICE , Secret of Success…
A lady called my office a while back worried about her recent increase in property taxes.  I asked her a couple of questions, and referred for the competent Free assistance.  She lowered her taxes by 17%. 
Another client wanted to know how to increase her interest on her current CDs.  I send him my free report titled, “10 Things Your Banker Won’t Tell You About Your Low CD Rates.”
A retired gentleman called to report his wife had passed away and he needed to change his will.  I quickly referred him to a reliable service provider, who took care of his problem and how in the future he can avoid probate costs.
I get calls like this every day at my Financial Advice Hotline.   This is how I have done business for over 11 years in Contra Costa Country. 
For your own special Free Report please call our 24 hour recorded message 1800-000000
Bob Brown

Do you have a question about your home?  Any questions about your finances?  Simply give me a call.  There’s no charge, and no obligation whatsoever for my professional advice. Click here
Service is  MY Business
So, you might ask, how do I earn my living?  First, I’m a service-oriented Financial Advisor.  People like YOU do my advertising for me.  If I can be of help to you in some small way, them I’ve done my job.  Give me a call anytime.  Never feel obligated.  I’m here to help.  
24 hour Advice Line: 1-800-XXX-XXXX
Best-Darn Financial Planner

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The agent who uses this postcard reports that he receives a steady flow of prospects every month by using our "3-Step Postcard System."  He made $15,000 on one sale using this postcard.