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Reduce Uncomfortable Reviews (And Write More Business) With One Simple Chart

Can this one chart help you write more business by reducing uncomfortable reviews?

Have you ever had a negative performance review with a client?

Have you ever found yourself reassuring your client to “stay the course” and manage expectations?

In our industry, it’s all too common to be saddled with poor returns and uncomfortable conversations.

But what if there was a way to know, with reasonable certainty, what your client’s annuity will return?

While, of course, no one can predict the future…

And nothing is ever certain in the markets…

This chart we shared with our team of advisors comes pretty close:

Reduce Uncomfortable Reviews (And Write More Business) With One Simple Chart

In our recent Inner Circle Mastermind, we revealed this one simple chart that may accurately predict your likelihood of a positive returning annuity…

…BEFORE the annuity was purchased.

Not only that, but it also allows you to make annuities even more attractive by reducing uncertainty, WITHOUT coming off as pushy, slimy, or salesy.

To add this chart to your presentation ASAP…

Watch the episode above.

P.S. If you’re looking to partner with an FMO that can help you win more cases, keeps you on the cutting-edge of trends that are working and that provides world-class sales support to win more business…without ever having to meet with clients in person or host dinner seminars…

Then you will definitely want to learn more about our done-for-you digital marketing system.

Give us a call at (520) 639-9479 or…

Click here to book your 1:1 Discovery Call with our team

P.P.S. If you received value from this training, then you’ll want to join one of our invitation-only Inner Circle mastermind calls…

Then click here to request a “Guest Pass” to join us.

Jovan Will

He has gained a reputation as the go-to-guy for internet marketing for financial advisors. Jovan has worked with some of the top financial advisors in the country and helped them scale their practice to unprecedented heights.

He has been the mastermind behind some of the most successful financial services lead generation programs, having produced over 200,000 leads and $500MM in financial product sales.

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