Retirement Readiness Review Marketing System

As a fee-only investment advisor, you deliver massive value to your clients. 

While word-of-mouth and referrals are great, there’s just one problem — you can’t control when someone will pass your name along. 

Fee-only investment advisors need a consistent and reliable way to get in front of people looking for what they offer. 

Does this sound like how you’re (trying) to get clients today?

• You’re constantly asking your current clients, family, and friends for referrals, and frankly, they’re growing tired of your requests.

• You’re tired of cold-calling and wasting time and energy only to convert a tiny sliver of prospects. 

• You’ve joined local networking groups hoping to get the word out about your services, but no one’s biting. 

They need a retirement planning expert. Why shouldn’t this be you?

Imagine how quickly your investment business grows when...  

• You become your community’s go-to retirement planning expert 

• You’re serving your local community by teaching them essential financial skills

• You’re steadily booking more consults with less effort

• You can build trust and cultivate new client relationships in a non-sales environment

THE SOLUTION:

The Retirement Readiness Review Marketing System

You’ll have everything you need to provide unbiased education to attract potential clients who pay to attend your courses. Our course will help you cultivate new client relationships in a non-sales environment. You decide whether you deliver your classes in person or online.

The Retirement Readiness Review Marketing System is a proven system that will help you market to people already looking for your retirement planning services.

Attract a steady stream of potential, qualified clients every time you teach what you know.

Benefits of The Retirement Readiness Review Marketing System:

• Proven financial education marketing system

• Repeatable process to attract new, qualified clients

• Personalized support to show you how to set up and run your class

• Mentorship from an experienced fee-only advisor on how to conduct a consultation that converts and how to follow-up to gain more business

You get:

• PowerPoint presentation with 8 sections and over 200 slides that you can customize for your business

• Two 1:1 coaching calls to help you help implement the system

• Access to other fee-only investment advisors' best practices

• Lifetime license to the teaching materials

• No territorial limitations for teaching the class

• No requirement to purchase textbooks or additional material

• Annual updates

• Direct mail flyer to promote your class

• Step-by-step guide on how to schedule and teach your class 

• Annual mastermind meeting focused how to improve your class results and your practice

You have a passion for educating people nearing retirement. Why not get grow your business at the same time?

How the marketing system works:

1. Select and book your location

2. Market the course with the materials provided

3. Teach the course — you’re welcome to tailor the materials to suit your business

4. Book follow-up consultations

5. Hold your consultation, and acquire new clients

Meet Your Retirement Readiness Review Mentor