A 21st Century Prospecting Guide for Financial Professionals

111 Pages

Price: $59.00

It's a whole new century for financial prospecting. The main tool that thousands of financial professionals have used to find new clients in the past, the telephone, just won't work to make "first contacts" in the future.

The National Do Not Call Registry is now in effect with an estimated 65 million names registered. At this point a "cold call" to any prospect on that list won't be effective and could become expensive to you under the new rules which include a stiff fine of $11,000 per call.

What are the best alternatives for identifying and contacting the prospects you need to keep your business growing? You'll find many described in detail in this informative Guide. By using the Guide to implement successful 21st Century prospecting methods, you will go beyond opening accounts and completing transactions. You will also attract the right clients for your business, build relationships with them, and capture a large share of their assets.

The Guide points you toward a proven track that will help you find the clients you want systematically and economically, without the need for even one "cold call". It emphasizes:

1) How to use direct mail more creatively and effectively to make first contacts
and generate response from qualified prospects.

2) How to identify influential intermediaries in your market and gain referrals from them.

Among the valuable prospecting ideas you will obtain from the Guide are these:

• Five key points for evaluating whether your direct mail campaign is well targeted.
• The three most important attributes of professional financial advisors to reinforce in direct mail programs.
• Proven ideas for selecting and using mailing lists.
• How to design your direct mail offer and response vehicle.
• Five proven techniques for increasing direct mail response.
• How to obtain personal referrals to attractive prospects by cultivating influential "intermediaries" in your community.
• How to integrate e-Mail into your prospecting and marketing programs.
• How to contact members of the local media and obtain coverage of your business.
• 30 pages of direct mail letters and prospecting tools you can use to generate response and cultivate clients.

Why waste even one more day trying to figure out what will work in the challenging prospecting environment ahead? Soon after you order this Guide you will have the specific answers you need to meet new people and grow your practice now, with confidence.

The Guide is available for $59.00. To order call 800 231 0669, or to order directly from this site, go to the bottom of this page and click "Buy This Product Now."

Here is a section by section outline for:
A 21st Century Prospecting Guide for Financial Professionals

Section 1:	Meeting the Challenge of a New Prospecting Environment
Section 2:	How to Define Your Market and Services
Section 3:	How to Make Direct Mail Work in your Prospecting
Section 4:	The Art of Obtaining Referrals
Section 5:	How to Use e-Mail in Prospecting and Marketing
Section 6:	How to Support your Prospecting with Local Media
Section 7:	Tools You Can Use in 21st Century Prospecting: Over 30 prospecting letters!