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Virtual Sales Secrets: How To Build A Highly Profitable One-Man-Practice

Marketing for financial advisors is far different today than it was even just a few short years ago. So if you missed our last podcast episode be sure to check out: “The Top 7 Biggest Marketing Trends And Tips for Independent Advisors in 2018.”

I’ve got a great show lined up for you today. My guest’s name is Terry Heys and don’t let his laid-back demeanor fool you… because he’s truly one of the sharpest advisors that I’ve had the privilege to work with.

Virtual Sales Secrets: How To Build A Highly Profitable One-Man-PracticeTerry has been in the business for 29 years now and what makes him so remarkable is that he runs his practice 100% virtually and hasn’t seen a client in person in over 5 years.

Terry has devised how to build a highly profitable (and high income) advisory business that provides immense freedom.

He consistently writes at least $7MM of annuities 100% virtually annually (over the phone) and makes an additional six-figure income.

Because he’s built his practice around his own schedule and lifestyle, he started another e-commerce business that’s bringing in over $20-30K per month in revenue!

Suffice it to say, Terry is not a conventional “old-school” advisor and he’s purposely chosen a more simple and highly profitable business model that provides him a strong income and the freedom to travel with his family, go to his daughter’s gymnastics meets and participate in cycling events with his wife.

So if you’re looking for ways to create more freedom with your practice and create a sales process that supports your ideal lifestyle, it’s easier than you think…

Click here to check out our latest episode: Virtual Sales Secrets: How To Build A Highly Profitable One-Man-Practice

In this podcast episode, we discuss:

  • How to use the Internet’s power to reach more prospects outside of your geographical area
  • How to build your practice around your own schedule and lifestyle
  • How to create a thriving, highly profitable virtual practice through virtual sales
  • Which tools you need to communicate effectively in a virtual environment
  • How to build rapport and create meaningful relationships through conversations with your prospects
  • How to transition a prospect telephone conversation to a live virtual presentation (by “role-playing” a typical sales conversation)
  • Realistic closing ratios when working virtually
  • How to determine the ideal sales cycle
  • How to adapt a virtual sales process into a traditional advisory practice

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Thanks for joining us, until next time!


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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