Archive | Advisor Module 1 (Draft)

Introduction: Welcome To The Asset Transformation Team! First of all I would personally like to congratulate you and welcome you to the team, the high-value client-service Asset Transformation team! It’s safe to say that this is the only course of its kind within the financial services industry, and I’m glad you made the decision to […]

In this webcast training session, Mike takes you on a guided tour through the “Seven Quick & Easy Steps” to Asset Transformation’s review processes. The seven-step process outlined in this session gives a quick overview of the Asset Transformation client review business development processes. Depending upon the specific business development approach, the sequential order of […]

The first of thirteen “Think and Grow Rich” personal development videos produced by Napoleon Hill, one of the most influential men in the 20th century. This series was released in the early 1960’s along with Napoleon Hill’s hugely successful and best selling book “Think and Grow Rich!” During this personal development session, Napoleon discusses the […]

The first of thirteen “Think and Grow Rich” personal development videos produced by Napoleon Hill, one of the most influential men in the 20th century. This series was released in the early 1960’s along with Napoleon Hill’s hugely successful and best selling book “Think and Grow Rich!” During this personal development session, Napoleon discusses the […]

The first of thirteen “Think and Grow Rich” personal development videos produced by Napoleon Hill, one of the most influential men in the 20th century. This series was released in the early 1960’s along with Napoleon Hill’s hugely successful and best selling book “Think and Grow Rich!” During this personal development session, Napoleon discusses the […]

Chapter 12: Conducting Subsequent Client Annual Reviews or New Business Reviews: The whole process gets even much, much easier at this point. You’ve already built, delivered and reviewed your client’s My Asset Journal Client records keeping system at an earlier point with your client. And so there are two reasons for conducting subsequent client reviews: […]

Chapter 11: The Client Annual Review: The best way to begin this chapter it to first of all revisit a few excerpts from an earlier chapter — Chapter 3 — and the reason I want to do this, is so that we can start this chapter’s with the end in mind, in other words what […]

Chapter 10: Assembling the My Asset Journal Client Records Keeping System: In chapter 8 we looked at the different components of the client records keeping system. What we’re going to review here is the “end product” of the entire Asset Transformation process: The assembled My Asset Journal client records keeping system. Once in your client’s […]

Chapter 9: The Asset Transformation My Asset Journal Software! Your High-Value-Service Back-End Revenue System Automation Tool: As was mentioned in the previous chapter, this is the information-based component that pulls together the assets you set up for your client and presents everything as a cohesive, highly reported, very organized financial system. Do allow me to […]

Chapter 8:  The Asset Transformation My Asset Journal Client Records Keeping System! Your High-Value-Client Service Back-End Revenue Platform: In this chapter were going to take a close look the “platform” for your annual review back-end revenue model – the My Asset Journal Asset Transformation client records keeping system.  At this point, you want to grab […]

Chapter 7: Implementing Asset Transformation With Your Existing Clientele – Approach 2: What we’ll take a look at here, will be the “client-file-implementation-approach”. In other words – the implementation of the Asset Transformation back-end up-sell system into your existing client file. This example covers the use of the Asset Transformation system with your existing clientele. […]

Chapter 6: Implementing Asset Transformation In Your Front-End Sales Cycle – Approach 1: This example covers the introduction the Asset Transformation system in your front-end sales activities. Again, the order of the business flow chart will look as follows: →  Advertising  →  Lead Capture  →  Presales Message  →  Front End Sales    →  Client Records Keeping System Delivery  →  High-Value […]

Chapter 5: Asset Transformation: Your INSTANT High-Profit-Margin Back-End Revenue System That Automatically Positions You To Write Tons Of Highly Suitable Additional New Business Revenue — Without Spending A Dime On Seminars, Direct Mail, Or Any Other Form Of Advertising Or Marketing! So here’s how the Asset Transformation business model is summed up in three easy […]

Chapter 4: Why You MUST Develop What NetFlix, Blockbuster, McDonalds And Thousands Of Other Successful Business Have: Revenue Generating Back-End Systems! I am convinced that there are two primary reasons we have such a high drop out and failure rate in this business: #1…failure to learn the science of marketing! #2 …is the failure to […]

Chapter 3: How I Went From “Joe Average“ Agent To Million Dollar Round Table Qualifier:   I’ve learned a lot in my 15 or so years in the financial services industry. My experience covers near all ends of the spectrum in as far as this business is concerned including the small business niche, senior niche, […]

Chapter 3: How I Went From “Joe Average“ Agent To Million Dollar Round Table Qualifier:   I’ve learned a lot in my 15 or so years in the financial services industry. My experience covers near all ends of the spectrum in as far as this business is concerned including the small business niche, senior niche, […]

Chapter 2: The State Of The Industry The financial services industry has gone through and is continuing to go through very big changes over the last 7 years or so. Many will agree with me on this, others will not. I’ll leave you to come to your own conclusion, but here are a few observations […]

Chapter 1: How To Get The Most Out Of This Course:               First of all do understand that Asset Transformation is NOT a marketing system whereby you use it to “promote” products and or services.             Asset Transformation is about two things: Delivering a much needed high-value service to your clients at no cost […]

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 […]