New client acquisition costs are a huge expense for most financial practices. Thousands of dollars can be shoveled out in order to reach a few new clients who will fit perfectly within an advisor’s business model. While this method is largely used by most advisors for acquiring new business, it is not very efficient and it is usually very expensive. Luckily, for agents and advisors, Mike Gegelman has created the Annual Review Millions client review system that provides a better answer to the age-old issue of how to keep clients happy and earn a lot of repeat business.
What Annual Review Millions Does…
Annual Review Millions is a unique way to service your customer base while acquiring new business. It virtually eliminates the expense of traditional marketing. In fact, most clients don’t even realize that the program Mike created is a revenue generating strategy for the advisor. Instead, they see it as a needed financial asset organizational and review service, an added value to the financial assets they already have in place. This makes the Annual Review Millions client review system extremely profitable for the advisor and highly desired by the client. It solves the paperwork mess for clientele and gives them a reason to meet with their financial advisor or agent. Instead of feeling like they are being solicited, customers are given a full financial organizer of their financial holdings. For many, in 90% of cases, this meeting generates new opportunities for them to invest and new ways for the adviser to retain and expand clientele.
How It Works…
Most advertising and marketing experts are quick to point out that the most expensive customers are new customers. On the other hand, clients that come via word-of-mouth or who are repeat customers are the most efficient way to generate new revenue. Annual Review Millions is a simple system to operate, but it has a huge impact. The Annual Review Millions client review advisor takes already-available data and inputs it into software. The software spits out what Mike calls a set of financial asset organizational reports that are incorporated into the client’s financial asset organizer. This organizational system and the subsequent review that follows, opens the door to new financial product sales. This method provides a highly-relational way to generate new business, while leaving the client feeling like the adviser has gone above and beyond to meet their needs. The Annual Review Million system is a win-win system. Clients love the professional look of their organizational system, as well as the information and assistance they receive from each client review.
Annual Review Millions client reviews do more than just add new value for the financial advisor licensee. By using an integrated approach that combines value-added service while building on client relationships, agents and advisers expose new revenue from existing clients. Some clients are so impressed with the service they are provided that they also refer new business to the advisor. Because there are so many benefits of Annual Review Millions for financial advisors and agents, it is a program that should be in every office. Unlike marketing campaigns, Annual Review Millions is inexpensive and easily sustainable. Reviews can be done annually, semi-annually or even more frequently to increase results all while maintaining very happy clients.
For more information about all of Mike Gegelman programs, including Annual Review Millions, check out Mike’s Site Double Your Revenue
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Mike Gegelman
Thanks for the Review on Mike Gegelman!
Mike Gegelman ‘s Annual Review Millions system looks great! I know a few guys who are using Annual Review Millions and told me to check it out, im going to purchase it right now, cant wait to start using it!!!
thanks again
Sean
Keep us posted on how it works out for you Sean!
I’ve had several friends recommend Mike Gegelman’s Annual Review Millions system. Seems this guy is taking the financial services industry by storm!
Rumor has it one of the industry’s largest annuity IMO’s had Mike and his system out to their office recently. From what I hear, the management team was quite impressed and plans on rolling out Annual Review Millions to their top advisors first and then the entire organization.
One of the IMO’s top advisors (good friend of mind) has been using Mike’s system and has pulled in quite a fortune with it. So, Mike and his system comes highly recommended and endorsed.
My personal plans are to implement Annual Review Millions 2nd quarter 2011. My goal is $6 million in annuity premium for 2011 with Annual Review Millions easily driving at least $2 million of this year’s production.
Kurt
Here’s what’s happen thus far:
- 8 client review appointments
- 6 review appointment conversions
= $3,000,000.00 in new annuity premium / $5,000,000.00 in managed asset ACATS / $750,000.00 in single and 5 pay life.
Run the calculator on that!
Annual Review Millions has been a fantastic experience for both my firm and our clients. I’ve personally never come across a method as effective as what I’ve seen and what you see in my “just getting started” stats above.
Mike Gegelman has the Annual Review Millions review method nailed down to a perfect science that only an idiot could possibly mess up (there are plenty of freaking idiots in our business, I used to manage and change the diapers on 23 of em!)
For what it’s worth, Annual Review Millions flat out works and is a must have tool for anyone who’s serious about the business and their career.
Wow guys, looks like your having great results with Annual Review Millions. Thanks to your great reviews on Mike Gegelman ‘s system im going to order it!! ill let you know how it goes for me! cant wait!!
Thanks guys!
Will
Terry,
How long did it take you to get Annual Review Millions up and running in your practice?
Did you find Mike Gegelman ‘s client review course to be an easy study?
Hi Mark,
I got through the instructional materials in a week, couple hours of study time. did my first review about 2 weeks after it arrived.
Mike Gegelman ‘s Annual Review Millions course is a very easy study and is exceptionally well laid out, he’s got client review’s nailed down to a prefect science.
last review i did converted 750,000 in additional annuity premium, iv made a lot of money with Mike’s system, its truly a no-brainer and HIGHLY recommended.
Hope this helps!
Terry