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“17
Action Steps to Increase
Referrals, Improve Retention,
and Attract Clients for 2008"
In Other Words…Essential Things
You Must Do If You Plan To
Succeed.
Here’s a list of solid action
strategies that can get you
started immediately with enough
“to do” for a long time.
Just remember, to implement
everything takes time.
Read the ideas, pass them by
your staff, friends, and
client’s or more importantly
TEST them out! How many are you
currently doing?
Had one of my members who had
written over 8 Million in
annuity premium this year helped
me compile this list.
Here are just 17 ideas you can
implement immediately:
1. 1.
Have
a Welcome Kit for every new
client.
2.
2.
Send out a monthly client
newsletter.
3.
3.
Have a Name Capture sheet by the
phone, so that ‘everyone’ and
‘anyone’ who calls and inquiries
about anything are put on your
in house mailing list.
4.
4.
Make
a list of all your friends,
family, neighbors, and
associates and send them a lead
generation postcards, and your
monthly newsletter.
5.
5.
Have
pictures of you with your happy
smiling clients in your office.
6.
6.
Have
a list of clients of the month
in the office, plus mention them
in the monthly newsletter. How
do you choose the “Client of the
month”? Anyone who refers!
7.
7.
Reward
anyone who refers. Gift
Certificates to a favorite
Restaurant, Bath and Body,
Movies, etc...
8.
8.
For
every holiday, do a special
campaign with a special offer.
For example offer special
financial reports. Many of our
reports we have in our “Ultimate
Insurance System” can be
motivated for Fathers Day,
Mothers Day campaign, and
Christmas. Take the concept and
tweak it.
9.
9.
Hold
special events for prospects.
Offer a FREE movie during the
day and rent the whole theater
and offer free Popcorn and
drinks before the movie starts.
You just stand up before the
movie starts and just welcome
everyone to the movie and at the
end of the movie pass out
special report package and offer
a free one hour consultation.
In the spring time hold a
meeting at a local nursery with
an expert speaker on gardening.
I have one member who does both
of these events on a yearly
bases and he writes millions in
annuities using this concept.
1 10.
Mail out 1000 postcards
to a list of IRA Holders, CD
Holders or affluent widows. If
you mail 1000 postcards and just
get one new client, you’ll be in
the profit! You simply can’t
fail. Do that 4 times a month
and you get 4 new clients with
just 1 strategy? Run the
numbers…If it costs about $350
to mail out a 1000 postcards and
your average commission on a
annuity is $3500. That’s a
huge profit you can build on!
11. Run a lead generation
ad in a local newspaper.
Remember to test different
headlines. Some WILL
pull well, some WON’T. I
had a member in Utah use one of
our postcards and turned it into
an ad and for a cost of $300 ran
it three times in a week and
received over 60 leads. I really
like those numbers.
12.
Test Everything. You’ll find
that some things work incredibly
well, while others will bomb.
13.
Have a direct response website.
Have your website address on all
your postcards, direct mail
letters, flyers, reports,
newsletters and sales cards.
Also, when they go on your
website you can capture their
email and they’ll see all your
other offers, reports, and
newsletters. According to AXA
Equitable Retirement Scope
Survey: 83 percent of working
Americans and 75 percent of
retirees have Internet access at
home. Retirees spend nine hours
per week on the Internet, a full
hour more than working
Americans. More than half of
retirees read the news and buy
travel tickets on the Web; 37
percent email their
grandchildren. If you need an
auto responding website and
client newsletter we have a free
trial offer at
Http://www.PmrSystem.com
14.
Send a Thank you card to
everyone after their
appointment.
1 15.
Give a care call to a
client.
16. Always give more than
expected. Sit down for 5
minutes and ask yourself, “what
else can I give my clients to
make their experience a “WoW”
experience?”
17. Hire a telemarketing
person to call two hours a day
from her house. Have her call
behind your postcard mailings.
We have a phone presentation
that will net two appointments
for every six contacts.
If you need some additional
marketing ideas and strategies
for 2008 give me a call at
435-563-4749 and let me help you
with a game plan. Check out our
For more
information on our website and
client newsletter go take a test
drive over at
http://www.PmrSystem.com
Check out this "Lead Junkie"
story at:
http://www.Ultimateinsurancesystem.com/specialreport.htm
Go forth and
prosper,
P.S.
Now is the time to buy your
lists and get your mailing ready
for 2008. If you thing your
going to double your income in
2008 doing exactly what you did
in 2007... you're crazy.
Creator of the "3-Step Postcard
System";
http://www.3steppostcardsystem.com
http://www.PmrSystem.com
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