Conference Call Reminder: Your $1 Million Bonus Package

Hi

 

Just a quick reminder about Monday night's conference call. 

Monday 8PM    Dial:712-580-6300      PIN:588164#

 

We will discuss 10 new business building methods to quickly increase AUM (Assets Under Management).  Go for the BIG NUMBERS, the BIG CHECKS.  That's the BIG WIN.

 

Top 10 AUM Tips (RED HOT)

These are the best tips to grow your Asset Management business (AUM).  Give your clients the best Asset Management has to offer. They'll have money in the account and growing 'residual income' each year. Only one deal to get started.

Show them the money. Set them up for life!

 

1)  Real Estate Sale   

- Connect with sell side client/Realtor. Show client how to create a growing residual income stream from sales proceeds.

- Perfect for all your pre-retirees ready to sell NY/NJ property to move 'down south'.

- Perfect for all the retiring suburbanites down-sizing their homes or swapping the suburbs for city living (urban lifestyle).

 

2)  Mortgage Cash Out

- Connect with client/mortgage banker. Show client how to enhance investment income and/or create a growing residual income stream.

 

3)  Insurance Policy Payout

- Connect with client. Use a lump-sum payment to enhance investment portfolio and/or create a growing residual income stream.

 

4)  Maturing CDs

- Connect with client. Show client how to enhance investment performance and better risk management. Fully liquid accounts.

- Show client how to enhance investment income and/or create a growing residual income stream.

- Yes, our Asset Management solutions are better than a bank CD. Tell your "conservative clients" about Hanlon's strategies and performance. 

 

5)  Tax Refund (Corrections, Revised Tax Returns)

- Connect with client/tax preparer/accountant/CPA. Show client how to enhance investment income and performance by adding a portion of tax refund to the asset management account. For many families the tax refund check is the largest check they get all year. Show them what to do with it!

- Perfect for all you tax professionals. Connect with new/revived clients. Make double sales on tax prep and AUM.

 

6-10)  Theres even more... (ONLY FOR SERIES 65 LICENSED PROFESSIONALS)

- The next five tips will put you over the top!

- Only for licensed associates by August 2008 (month end).

- Get the Series 65.  GO TEAM.

- Need help with the Series 65?  Call Victor ASAP (917-653-4406).

 

There will be another major announcement from Winston Thompson (Regional Manager/SMD). There are new bonuses and special events available!  Winston, John Lucas and Dutch always have the inside scoop.

 

Hints on the Bonuses

- Little Italy Dinner & Yankees Game

- Chauffeured Drive and Dinner in the Hamptons (on the water)

- Mercedes Benz... (those crazy heads in ATL are up to it again)

- and much, much more (see www.wfg-online.com login for more info)

 

See you on Monday 8PM  Dial:712-580-6300  PIN:588164#.

 

Victor Lloyd Smith

Phone: 917-653-4406

Email:  vsmith@mlgcap.com 

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