Ultimate Financial Advisor presents

1
Ultimate Financial Advisor presents

• Is the Market Crisis a Golden Opportunity for
  Advisors?
• Sponsored by
• AdvisorMax

2
You must feel awful

• Lehman Brothers Bankrupt
• B of A Agrees to Buy Merrill Lynch for 44
  Billion

3
Differentiation Catalyst Event

• Dif-fer-en-ti-ate- to make something appear
  different or distinct.
• How will you use this moment in time to redefine
  the way that you clients, prospects, and referral
  partners think about you and the work that you
  do?

4
Confusion Creates Response Potential

• Visionary people face the same problems everyone
  else faces but rather than get paralyzed by
  their problems, visionaries commit themselves to
  action and finding a solution.
• -Bill Hybels
• Theologian

5
Differentiation Strategies

• Honesty is the Only Policy
• Dont Guess
• Have an Opinion
• Develop your Ultimate Value Proposition
• Teach your Referral Partners to Engage
• Aggressively and Proactively Contact your Clients
  and Prospects

6
Your Ultimate Value Proposition

• Separates you from your competition
• Focuses on the Clients Problems not our solution
• It is repeatable
• It causes the clients to engage

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Teach Your Referral Partners to Engage

• You should recognize they will be traumatized by
  this market. The risk to them of referring to
  you goes up substantially in their mind
• On a scale from 1 to 10

8
Client Contact Strategies

• Constant Updates
• Market One to Many
• Annual Review Campaign
• Have an Opinion and Make a Recommendation
• Use Referral Strategies

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Market One to Many

• Newsletters and E-mail (Comp. Approved)
• Teleconferences (Leverage Your Partners)
• Workshops
• Shareholder Meetings
• Seminars
• Remember these are Referral Catalyst Events

10
Annual Review Campaign

• Five Actions from Every Meeting
• New Money to Invest
• Gather Assets (Seeds of Future Trades)
• Realign Portfolio
• Referral from Your Client
• Referral of Your Client

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Have an Opinion and Make a Recommendation

• Dont just suggest they hold tight
• Have a specific plan of attack
• Have a logical reason why
• Have a bold call to action
• Complete Review
• Variable Annuity
• Lifetime Income Plan

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Use Referral Strategies

• 90 Day Dazzle
• Referral Catalyst Events
• Give yourself as a Gift
• Ive set aside 10 of my time
• Might not invite them into my practice

13
Additional Resources

• Advisor Business Institute launch by year end
• 90-Day Dazzle
• AdvisorMax Coaches Corner
• Leverage Vendor Partners
• www.UltimateBankAdvisor.com