Jeremiah,
The TPI program was the best that I have seen in nearly 20 years. Learning the Framework, the Offer and the sequence of calls was invaluable. I am so thankful for being able to participate in the program. Thank you and the team for developing the TPI program and thank you for all of your support.
Ever grateful,
Jerry Sheridan
GWN
Financial Representative, Guardian Life Insurance Co
Agent
Sensible Retirement Strategies
Investment Advisor Rep with Transamerica
90 Degrees West, LLC
Investment Executive
Insurance Agent
SagePoint Financial, Inc.
Great content. I took pages of notes and can't wait to start implementing.
"I wasn't closing deals with SHIFT, do decided to take it to the next level with TPI. Now my first LinkedIn conversation using the framework is moving to a sale - $5000 this year in fees, and total $50,000 overall in lifetime value. This year I'll add an extra $200k - $300k in NEW business from this program."
"$50,000 in lifetime Fees and an extra $200k - $300k in income this year"
Senior financial Associate with Experior Financial Group
Financial Advisor
Hello. I am sending some wins that I got from Tom’s webinar. I got 3 that I would like to share.
I got a lead (stranger) from my market niche by just posting the webinar on Linkedin.
My group benefits client, a business owner, attended the webinar twice. I have been trying to meet with her to talk about financial planning for her family and personal needs but she has always putting it on the backburner. But when she attended the webinar and sent her the recording, this was her email to me. I also gave her the Retirement Alpha Whitepaper as a thank you gift.
Lastly, a new client who’s 30+ years old attended the January webinar. She called me and was so interested in getting annuities but I told her not to get it yet and the ideal age for annuities. But because she was so inspired and pumped up with the information she got from the webinar, she referred me to her mom (to get annuities) and sister for insurance and financial plan.
I am also using this webinar to my leads for my LinkedIn Campaign and it’s really working to add value to them.
So happy with the results and I cannot wait for the February webinar.
Thanks again for Tom and your whole team.
Maria Sangalang
I had my best month on long term care sales ever. I sold four large long term care products.
Hello Huguette: Hope you're doing well! Just wanted to let you know that I had a very productive coaching session with Jeremiah this morning who quickly got who I am in the world and he made an excellent recommendation for a new marketing strategy, complete with steps and a roadmap. What an amazing human he is...!! Thank you again for getting this setup and for your continued support. Best regards, Fred
1. I was new to the virtual world and was nervous about how I looked during appointments! Through the Power Hour I learned affordable ways that I can look professional and have my Zoom setting appealable to clients
2. I did not quite see LinkedIn as a prospecting space till I started listening to the PowerHour. Through that, I learned the best practices for using Sales Navigator to initiate connections and keep the conversation going from chat to appointment! Those scripts!!
3. The power of having a NICHE!!
1. I've learned to approach my appointment with empathy and to find solutions to the pain points.
2. I've learned that it is relationships over revenue - the revenue will come
3. Don't be afraid to put me out here as the expert that I am.
As a former chef, one of the most important tools that I use are my knives. To maximize your abilities and minimize your effort, you want to keep your knives razor sharp. I hand hone and sharpen them every other month. So it is as an advisor...except you are the "tool". The power hours allow me to continue sharpening my process, becoming better (and sharper) every week. You not only add tremendous value to my practice, but I know that a good five-figure difference is made every year as I continue to grow and evolve, even after almost 20 years as an advisor.
The major takeaways from the power hour.
1. It has and continues to help me focus my mindset on marketing, which is something I was always reluctant to do.
2. I have used some of the concepts, like the 1 line email to re-engage my list.
3. I have been zeroing in my ideal client avatar, because of the power hour.
4. I had about $1,000 in the pipeline when I first started. I now have approximately $50k in the pipeline.
