(05) Exercise!

Interview Summary:

  • 5 concierge sessions completed
  • 4 out of 5 sessions covert NEW assets
  • 80% session conversion rate established
  • $870,000.00 in NEW assets converted
  • $217,000.00 in average NEW assets per conversion session
  • $78,000.00 in NEW total revenues generated
  • $19,500.00 in average NEW revenues per conversion session
  • Clients are blown away by Bill's new-found marketplace Differentiator
  • 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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