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Introduction To The Instant Sales System For Financial Professionals


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Rick Liuag describes how financial professionals, indeed ALL entrepreneurs, can use the Instant Sales System to automate the prospecting process and make more money

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Introduction To The Instant Sales System For Financial Professionals

  1. 1. Be sure to grab a pencil and paper You’ll want to take a few notes today Also, don’t forget to stay until The end and fill Out the survey to receive Your FREE EBOOK and Be eligible to win some brownies!
  2. 2. How to Automate Your Marketing, Prospecting & Follow Up Process <ul><li>Moderated by Tammy de Leeuw </li></ul><ul><li>Presented by Rick Liuag </li></ul>
  3. 3. Brought to you by Tammy de Leeuw Tammy de Leeuw Financial Advisor Netzone 925-219-5748
  4. 4. http://
  5. 5. <ul><li>Free Digital Business card. Get yours before everyone else does! </li></ul><ul><li> </li></ul>
  6. 6. Stay until the end…
  7. 7. How to Automate Your Marketing, Prospecting & Follow Up Process <ul><li>Moderated by Tammy de Leeuw </li></ul><ul><li>Presented by Rick Liuag </li></ul>
  8. 8. Who We Are And Why We Are Doing This Webinar <ul><li>Rick Liuag: Life & Health agent since 2003. Creator of the Automatic Agency & Author of “How to Build Your Own Online Insurance Agency” </li></ul>
  9. 9. Who We Are And Why We Are Doing This Webinar <ul><li> </li></ul><ul><li>More agents coming into the industry then ever before….0 production </li></ul><ul><li>eBook “How to Build Your Own Online Insurance Agency” </li></ul><ul><li>360 Training licensing agreement & web course & Blue Shield of CA </li></ul>
  10. 10. What We Are Going to Cover <ul><li>Internet Marketing for today’s financial services professionals & how to automate your marketing, prospecting and follow up processes </li></ul><ul><li>The Instant Sales System for financial services professionals </li></ul><ul><li>What it is </li></ul><ul><li>How to use it </li></ul>
  11. 11. Internet Marketing for Today’s Financial Services Professional <ul><li>More and more financial services professionals are searching for ways to conduct online or web-based marketing </li></ul><ul><li>Sr Market Advisor Magazine Oct 2009 edition cover story “Web-based marketing continues to explode” </li></ul><ul><li>Your objective is EXPOSURE & building a LIST of prospects to market & sell to today and in the future </li></ul>
  12. 12. How Do YOU Market Today? <ul><li>How do you currently get your customers NOW? </li></ul><ul><li>What are you doing today to market your business? </li></ul><ul><li>What are you doing ONLINE today to market your business? </li></ul><ul><li>What are you currently doing to insure a FUTURE stream of prospects? </li></ul><ul><li>How do you market NEW products to existing clients? </li></ul><ul><li>Is your business growing, stagnant or going backwards? </li></ul>
  13. 13. The Biggest Misconception Financial Services Professionals Have of Their Prospects <ul><li>Their prospects ARE NOT like other customers in other industries! </li></ul><ul><li>Financial services prospects are looking for the exact same things as someone looking for a restaurant, car, home or any other product… </li></ul><ul><li>Good product, fair price, ….. AND </li></ul><ul><li>GREAT SERVICE </li></ul>
  14. 14. The Biggest Mistake Agents Make Regarding Their Marketing <ul><li>100% of their marketing is focused on generating sales TODAY and 0% on generating sales in the future </li></ul><ul><li>Ideally 60% of your marketing should be designed for immediate results and 40% should be capturing data for future sales </li></ul>
  15. 15. Is Your Marketing System LOSING You Business? Lead Sales Presentation Client Yes No
  16. 16. Apple Orchard Marketing
  17. 17. Apple Orchard Marketing Flow Chart Lead Sales Presentation Client Yes No Drip Marketing System
  18. 18. What You Need for “Apple Orchard Marketing” <ul><li>Organic Traffic Generation: SEO, SEM, SNM, article, press release, personal efforts i.e. handing out business cards flyers etc </li></ul><ul><li>PPC $$$$$ </li></ul><ul><li>Landing/Capture Pages @ $100 each </li></ul><ul><li>Auto-Responder (Aweber) $19+ per month </li></ul><ul><li>Email manager (Constant Contact) $30+ per month </li></ul><ul><li>Client Management System (Outlook, ACT, Goldmine) </li></ul><ul><li>Time/effort/expertise to integrate all of your components </li></ul>
  19. 19. Why You Need to Automate Your Marketing <ul><li>You are a 1 man show with 24 hrs </li></ul><ul><li>Automation multiplies your time </li></ul><ul><li>Automation allows you to spend your time on creating INCOME (selling) </li></ul><ul><li>The more you automate the less you’re tempted to get caught up in the little “non income producing” things </li></ul>
  20. 20. The Instant Sales System <ul><li>Integrates Landing/Capture/Websites with your Auto-response system AND your Client Management System into one SEAMLESS prospecting and sales system designed to not only create immediate leads but also build your own proprietary LIST of prospects that you can start marketing to now, or to sell to in the future </li></ul><ul><li>Increase additional product sales to EXISTING clients </li></ul>
  21. 21. What is The Instant Sales System ? <ul><li>Completely INTEGRATED online/offline sales and marketing platform from where you can run multiple marketing campaigns for the same monthly fee </li></ul><ul><li>Websites-Autoresponse system and Customer Management System are all SYNCRONIZED </li></ul><ul><li>Created and developed by Michael Price from Priceless Possibilities </li></ul><ul><li>The core product is over 10 years old and has been used in the MLM industry to prospect and recruit </li></ul><ul><li>Launched in Sept of 2009 to provide Brick and Mortar Businesses the ability to AFFORDABLY market their businesses online </li></ul>
  22. 22. The Instant Sales System Flowchart Traffic Generation Capture Landing Pages Sales Pages & Other Websites Auto-responders & Drip Marketing Campaigns Prospect/Client Management System Automatically
  23. 23. What’s Included <ul><li>Full & Comprehensive Management Console </li></ul><ul><li>Library of Capture and Sales page templates or you can create your own </li></ul><ul><li>Library of Autoresponse campaigns or you can create your own </li></ul><ul><li>Library of Video & Audio Web-Postcard templates for both front end OR backend marketing campaigns or you can create your own </li></ul><ul><li>Comprehensive Customer Management System </li></ul><ul><li>Full Marketing Module </li></ul><ul><li>Video and Audio Training Module </li></ul><ul><li>FULLY INTEGRATED & SYNCRONIZED </li></ul>
  24. 24. Now Let’s See How the ISS Works First Hand
  25. 25. Additional Features of the ISS <ul><li>You can run unlimited campaigns with unlimited lead capture page websites </li></ul><ul><li>Automate your cross selling of new products to existing clients </li></ul><ul><li>Partition campaigns or cross pollinate </li></ul><ul><li>Create floating capture pages & turn ANY of your websites into a lead capture page </li></ul>
  26. 26. ISS <ul><li>We have created content for the ISS </li></ul><ul><li>Complete turnkey campaigns that are fully customized and loaded into your platform </li></ul><ul><li>Ancillary support products such as email lists, and email blasting and phone broadcasting services </li></ul><ul><li>Combined platform, content AND delivery services from one vendor </li></ul>
  27. 27. REMEMBER <ul><li>We all sell the same products and the same price! </li></ul><ul><li>The only thing that differentiates you from any other agent is: </li></ul><ul><li>How you market your agency </li></ul><ul><li>The information you provide </li></ul><ul><li>How easy you make it for them to do business with YOU </li></ul>
  28. 28. Get Your ISS NOW! <ul><li>One time fee of $197 and monthly recurring of $29.97 (which will be waived with 3 referred subscribers) </li></ul><ul><li>Go to Now and sign up.. </li></ul><ul><li>Then check out our tools site @ </li></ul>
  29. 29. Free Bonus for Attending the Webinar You’ll receive the download link in a follow up email “ How to Build Your Own Online Insurance Agency”
  30. 30. Where You Can Get More Information <ul><li>Go to info site: </li></ul><ul><li>Register on the blog: </li></ul><ul><li>Contact Rick: [email_address] </li></ul><ul><li>or by phone @ 951 515-0292 </li></ul>