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The Greatest Marketing MachineEver Devised for Financial Advisors

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The Greatest Marketing MachineEver Devised for Financial Advisors

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Question 1 of 5

1. Question
Which of the following is True?
- The number one purpose of this course is to identify and acquire Ideal Clients.
- Rather than using sales tactics or scripts, with this method, it is essential to invest time developing authentic relationships before there’s a financial payoff.
- The best way to avoid being smothered by Non-Ideal Clients is to focus on serving people who fit a concise Ideal Client Profile.
- All of the above.
- None of the above.
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Question 2 of 5

2. Question
Which of the following is NOT how trust is built?
- Consistently exceeding the expectations of your existing clients.
- Adding value as a member of the community.
- Clearly explaining your credentials, licenses and experience.
- Always being a nice, kind and giving person.
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Question 3 of 5

3. Question
“Internal” Referability refers to your relationships with your Clients and “External” Referability refers to your relationships with the rest of your community.
- True
- False
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Question 4 of 5

4. Question
Which is NOT a result of running Internal & External trust-building processes in parallel?
- You develop a reputation in your community as someone who is competent and worthy of trust.
- You eliminate any confusion about what you need to do and when to do it.
- You seek out people who already want, need and fit the services you're offering.
- You strive to persuade people they need the services you're offering.
- You completely replace the Traditional Sales Process with natural and interesting relationships.
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Question 5 of 5

5. Question
Which is NOT important to your success with this system?
- Caring more about your client’s financial well-being than they do.
- Being totally and 100% committed to truly serving your clients at the highest possible levels.
- Always seeking to anticipate anything that could go wrong in the Ideal Client’s financial life and fixing it before it goes wrong.
- Already having many clients.
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