Great content. I took pages of notes and can't wait to start implementing. 

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

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

I need to give special praise to my direct Advisorist manager Alaina Mayes. Since coming on board she has not only bent over backwards to answer my questions, but has also provided the motivation I needed to be successful in the program. I would strongly recommend her to anyone looking to expand their financial services business.

Sincerely, James Rooney Lead Strategist Advanced Insurance Concepts

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.