(06) Interview! (Mclaughlin)

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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