(06) Peter Tom! (Case Study)

Interview Summary!


  • 12 concierge sessions completed
  • 10 out of 12 sessions covert NEW assets
  • 80% session conversion rate established
  • $1,000,000.00 in total NEW assets converted and just getting started
  • $100,000.00 in average NEW assets per conversion session
  • $70,000.00 in total NEW revenues generated @ an average 7% commission
  • $7,000.00 in average NEW revenues per conversion session
  • Pulling in referrals
  • Says: “Write one annuity and it'll pay for the cost of the platform”
  • Clients are blown away by Peter's new-found marketplace differentiator
  • The magic is found in the platform's multi-component process
  • Says: “Quick 10x to 100x ROI”
  • Exceptionally rewarding relationally
  • Says: “It's not just nice pretty software – it gives you the ability to make a strong connection with the client or prospect”
  • Highly profitable process and platform
  • High per-session conversion rates
  • Quick to deploy and easy to use
  • None of Peter's competitors offer anything like this
  • Huge marketplace differentiator

(Or, go to the next Estate Transformation trailer below!)

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