Benefits: 3-Step Marketing System
This Turn-key Marketing System Offers Advisors & CPAs the Following Benefits:
Financial professionals today face multiple challenges as they look for ways to leverage their time, increase profits … and seek to attract more Retirement Planning clients.
The LFE Institute created its new 3-Step Marketing Plan to accomplish these goals … and so much more. Here are just a few of the unique benefits this turn-key marketing System provides:
Sense of Urgency: Every year, millions of parents and grandparents struggle to balance the high college costs with their retirement goals. And for those with students in high school, they’re making life-changing decisions now … which presents incredible growth opportunities for Advisors who want to attract this massive market.
Focus: We provide unbiased client education on essential college decisions (Steps #1 & #2) so that YOUR focus can be on integrating the high cost of college into their Retirement and/or a more specific College Plan (for those offering detailed College Planning services).
Leverage Your Exposure: The powerful capabilities of the latest SCORM-LMS Technology help leverage your visibility to dozens, hundreds, or even thousands of parents anywhere, anytime!
No Learning Curve: The learning curve is quick since there are no complex college systems, charts, software, or data to learn.
Select the Best Clients: Your customizable Dashboard allows you to access client analytics & timelines to identify who has completed Steps 1 & 2, and which clients you want to select for Step 3: A one-on-one consultation.
Boost Revenue: This is a Marketing Plan that actually generates revenue. You’ll learn how to price these Steps both individually and collectively for maximum profits … and you retain 100% of the revenue!
Competitive Edge: Stand out from other Advisors by offering this innovative – and much needed – new service.
More One-on-one Consultations: This education encourages parents and grandparents to work with you, which generates more opportunities to cross-sell other services.
Unbiased education on specific strategies & costly mistakes to avoid clients won’t find anywhere else.
No Advice is Given
