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:
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.
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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.