(06) Interview! (Mclaughlin)

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Interview Summary!


  • 2 concierge sessions completed
  • 2 out of 2 sessions covert NEW assets
  • 100% session conversion rate established
  • $2,000,000.00 in NEW assets converted
  • $1,000,000.00 in average NEW assets per conversion session
  • $140,000.00 in total NEW revenues generated
  • $70,000.00 in average NEW revenues per conversion session
  • 7 high-net-worth referrals given
  • 3 referrals session #1
  • 4 referrals session #2
  • Plus, $100K Single Premium Life in the works
  • Incredible ROI
  • Clients are blown away by Bill's new-found marketplace Differentiator
  • “It's just what people want”
  • Tremendous level of satisfaction
  • “No reason every advisor shouldn't do this”
  • The magic is found in the platform's multi-component process
  • Exceptionally rewarding relationally
  • Highly profitable process and platform
  • High per-session conversion rates
  • Quick to deploy and easy to use
  • None of Bill's competitors offer anything like this
  • Huge marketplace differentiator

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