Lead Generation Systems. FACT Getting qualified leads for Financial Advisers is an expensive...

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Lead Lead Generation Generation Systems Systems

Transcript of Lead Generation Systems. FACT Getting qualified leads for Financial Advisers is an expensive...

Page 1: Lead Generation Systems. FACT Getting qualified leads for Financial Advisers is an expensive business! Getting qualified leads for Financial Advisers.

Lead Lead Generation Generation

SystemsSystems

Page 2: Lead Generation Systems. FACT Getting qualified leads for Financial Advisers is an expensive business! Getting qualified leads for Financial Advisers.

FACTFACT

Getting qualified leads for Financial Getting qualified leads for Financial Advisers is an expensive business!Advisers is an expensive business!

Some companies charge you $67 + Some companies charge you $67 + GST for a leadGST for a lead

Others take 25% - 30% commission.Others take 25% - 30% commission.

Page 3: Lead Generation Systems. FACT Getting qualified leads for Financial Advisers is an expensive business! Getting qualified leads for Financial Advisers.

Ralph Godwin was the principal architect for Ralph Godwin was the principal architect for the automated dialer systems run by Get the automated dialer systems run by Get Advice and Prime Financial Solutions.Advice and Prime Financial Solutions.

Ralph has been using this technology and Ralph has been using this technology and providing equipment since 1988providing equipment since 1988

Ralph is New Zealand’s foremost expert on Ralph is New Zealand’s foremost expert on the use of this equipment.the use of this equipment.

Ralph felt he could provide a better and far Ralph felt he could provide a better and far more cost effective system for Advisers and more cost effective system for Advisers and has returned to be on his own as a technical has returned to be on his own as a technical consultant and Adviser for the systems.consultant and Adviser for the systems.

Page 4: Lead Generation Systems. FACT Getting qualified leads for Financial Advisers is an expensive business! Getting qualified leads for Financial Advisers.

FMAFMA

The Financial Markets Authority (FMA) The Financial Markets Authority (FMA) audited the protocols Ralph put together audited the protocols Ralph put together whilst in the employee of Get Advice Ltd whilst in the employee of Get Advice Ltd and Prime Limited and the FMA found no and Prime Limited and the FMA found no changes needed to be made changes needed to be made (Letters from FMA available upon (Letters from FMA available upon

request).request).

Page 5: Lead Generation Systems. FACT Getting qualified leads for Financial Advisers is an expensive business! Getting qualified leads for Financial Advisers.

Buying LeadsBuying Leads

> If you buy leads at $67 + GST each, then If you buy leads at $67 + GST each, then you are going to need about 10 a week. you are going to need about 10 a week. That’s a cost of $750 PER WEEK. That’s a That’s a cost of $750 PER WEEK. That’s a big overhead and you have to pay it up big overhead and you have to pay it up front.front.

> That’s a business cost of over $35,000 per That’s a business cost of over $35,000 per year.year.

> That’s $350,000 over a 10 year period That’s $350,000 over a 10 year period (that’s the cost of half a house!!)(that’s the cost of half a house!!)

Page 6: Lead Generation Systems. FACT Getting qualified leads for Financial Advisers is an expensive business! Getting qualified leads for Financial Advisers.

Giving Away 25% - 30% of Giving Away 25% - 30% of your Commission?your Commission?

If you are writing $100,000 API your If you are writing $100,000 API your commissions (at only 175% API) commissions (at only 175% API) would be $175,000 per year.would be $175,000 per year.

Then you give away $43,750 per year Then you give away $43,750 per year in lead commission splits.in lead commission splits.

That’s $437,500 over 10 That’s $437,500 over 10 years….WOWyears….WOW

Page 7: Lead Generation Systems. FACT Getting qualified leads for Financial Advisers is an expensive business! Getting qualified leads for Financial Advisers.

These amounts of money you are paying, These amounts of money you are paying, are a huge loss and extremely un-necessary.are a huge loss and extremely un-necessary.

What if you had your own auto-dialer What if you had your own auto-dialer system and have the back up support of system and have the back up support of New Zealands proven expert in this area?New Zealands proven expert in this area?

Page 8: Lead Generation Systems. FACT Getting qualified leads for Financial Advisers is an expensive business! Getting qualified leads for Financial Advisers.

Proven Success - Long Proven Success - Long Track RecordTrack Record

The success of the systems is beyond The success of the systems is beyond question.question.

They have been used in insurance sales for They have been used in insurance sales for years.years.

All the insurance Providers are aware of All the insurance Providers are aware of their success and many have either bought their success and many have either bought leads or encouraged Advisers to get leads or encouraged Advisers to get involved with them.involved with them.

Page 9: Lead Generation Systems. FACT Getting qualified leads for Financial Advisers is an expensive business! Getting qualified leads for Financial Advisers.

The question is, is it viable for you to own The question is, is it viable for you to own one yourself? Is it cheaper?one yourself? Is it cheaper?

Let’s explore.Let’s explore.

Page 10: Lead Generation Systems. FACT Getting qualified leads for Financial Advisers is an expensive business! Getting qualified leads for Financial Advisers.

The system has a special board that links to The system has a special board that links to the phone lines and has special software.the phone lines and has special software.

A system with 4 lines will generate more than A system with 4 lines will generate more than enough leads to keep 1-2 advisers very busy.enough leads to keep 1-2 advisers very busy.

Local calling charges are free and Telecom Local calling charges are free and Telecom will give you 4 business lines at home without will give you 4 business lines at home without per minute charge.per minute charge.

If you want more lines to run more Advisers, I If you want more lines to run more Advisers, I can show you how to get free calls by adding can show you how to get free calls by adding an extra piece of affordable equipment so you an extra piece of affordable equipment so you never get per minute charges.never get per minute charges.

Page 11: Lead Generation Systems. FACT Getting qualified leads for Financial Advisers is an expensive business! Getting qualified leads for Financial Advisers.

What do you get?What do you get?

A 4 line automated dialer system.A 4 line automated dialer system. A computer box, screen, and keyboard.A computer box, screen, and keyboard. Autodialer SoftwareAutodialer Software 5 Proven pre-recorded voice scripts or 3 scripts 5 Proven pre-recorded voice scripts or 3 scripts

customised for your operation.customised for your operation. Database of phone numbers in your area of choiceDatabase of phone numbers in your area of choice Fast set up and installation. We will have you up and Fast set up and installation. We will have you up and

running the same dayrunning the same day ** conditions apply if you are out of Aucklandconditions apply if you are out of Auckland

Free support for the first 6 weeks while you get used to Free support for the first 6 weeks while you get used to using it.using it.

Training on how to follow up leads (scripts and advice)Training on how to follow up leads (scripts and advice) An ongoing service agreement is available.An ongoing service agreement is available.

Page 12: Lead Generation Systems. FACT Getting qualified leads for Financial Advisers is an expensive business! Getting qualified leads for Financial Advisers.

Warranty 12 Month “Return to Base” Warranty On all Hardware12 Month “Return to Base” Warranty On all Hardware Extended hardware warranty available through underwriterExtended hardware warranty available through underwriter Manufacturers warranty on all software, cables and connectorsManufacturers warranty on all software, cables and connectors Please note that Ralph’s son Jared, is a qualified computer hardware Please note that Ralph’s son Jared, is a qualified computer hardware

engineer and network technician and does all the system builds and engineer and network technician and does all the system builds and hardware warranty work.hardware warranty work.

Service Onsite installation *conditions apply for out of Auckland clients

Remote access servicing of system via internet for fast service Customised script writing and voice over talent (additional costs) Choose gender and nationality of Voice Over talent (based on availability) 2 Hours Training on operating the system onsite * conditions apply

Help with application to equipment financiers Ongoing service support agreement available after the first 6 weeks

Page 13: Lead Generation Systems. FACT Getting qualified leads for Financial Advisers is an expensive business! Getting qualified leads for Financial Advisers.

The system investment is $13,995 + GST and it’s a The system investment is $13,995 + GST and it’s a once only investment. After that you merely have once only investment. After that you merely have a phone line rental charge. a phone line rental charge. (Most advisers spend more on (Most advisers spend more on that for a car. How many leads does a car get?)that for a car. How many leads does a car get?)

Many equipment leasing companies will Many equipment leasing companies will underwrite leasing at about $65 - $80 or so a underwrite leasing at about $65 - $80 or so a week.week.

Maybe a Provider will give you a loan for it.Maybe a Provider will give you a loan for it.

After that you own it for life.After that you own it for life.

They are easy to use and highly effective.They are easy to use and highly effective.

Page 14: Lead Generation Systems. FACT Getting qualified leads for Financial Advisers is an expensive business! Getting qualified leads for Financial Advisers.

Don’t throw away money on expensive leads, Don’t throw away money on expensive leads, when you can have your own system that will save when you can have your own system that will save you several hundred thousand dollars over the you several hundred thousand dollars over the long haullong haul..

Most advisers will break even in about 6 months Most advisers will break even in about 6 months and that’s extremely rare for business equipmentand that’s extremely rare for business equipment

Page 15: Lead Generation Systems. FACT Getting qualified leads for Financial Advisers is an expensive business! Getting qualified leads for Financial Advisers.

This is what one Adviser is This is what one Adviser is doing…doing…

A local finance company financed his system, with no deposit A local finance company financed his system, with no deposit and $69 per week.and $69 per week.

   How much was he spending on leads before? Here in How much was he spending on leads before? Here in

Auckland he got 2 leads for $154.10 (Door knocking company)Auckland he got 2 leads for $154.10 (Door knocking company)   This system produces far, far more than that for less money. A This system produces far, far more than that for less money. A

4 line system gives him 20-30 leads per week conservatively. 4 line system gives him 20-30 leads per week conservatively. He sells some of the leads at $55 each which in effect makes He sells some of the leads at $55 each which in effect makes the system cost free for him.the system cost free for him.

   So he keeps 15 leads for himself and sells the other 15 or so So he keeps 15 leads for himself and sells the other 15 or so

at $55 each ... you work out that number.. It pays for itself at $55 each ... you work out that number.. It pays for itself and in fact it pays him to have free leads and leaves money and in fact it pays him to have free leads and leaves money left over!left over!

   That makes a lot of sense doesn't it?That makes a lot of sense doesn't it?

Page 16: Lead Generation Systems. FACT Getting qualified leads for Financial Advisers is an expensive business! Getting qualified leads for Financial Advisers.

Ralph’s Lead Generation Ralph’s Lead Generation HistoryHistory

1988 Began using automated messaging systems Began using automated messaging systems

1988 Trained by Comtel Broadcasting Corp (USA) on use of these systems in Trained by Comtel Broadcasting Corp (USA) on use of these systems in multiple marketing applicationsmultiple marketing applications

1989 Was trained by Al Stone (USA) on professional script writing and Was trained by Al Stone (USA) on professional script writing and recordingrecording

1988 – 2008 used these systems in the mortgage, insurance, computer, used these systems in the mortgage, insurance, computer, education, used car, MLM and kitchen sales education, used car, MLM and kitchen sales

2008 – 2010 Used the systems to gain 16,000 clients for one financial Used the systems to gain 16,000 clients for one financial services companyservices company

2008-2011 Used the systems to gain 10,000 Kiwi Saver clients Used the systems to gain 10,000 Kiwi Saver clients

2011 – 20132011 – 2013 Used the systems to generate about 1,000 life insurance Used the systems to generate about 1,000 life insurance appointments per month, nation wide, in conjunction with a live call centre appointments per month, nation wide, in conjunction with a live call centre team.team.

July 2013 Went back to being an independent systems consultant Went back to being an independent systems consultant

Page 17: Lead Generation Systems. FACT Getting qualified leads for Financial Advisers is an expensive business! Getting qualified leads for Financial Advisers.

Before you reject this Before you reject this offer, please do your offer, please do your numbers. It just doesn’t numbers. It just doesn’t make sense any other waymake sense any other way

DO ITDO ITDO IT

Page 18: Lead Generation Systems. FACT Getting qualified leads for Financial Advisers is an expensive business! Getting qualified leads for Financial Advisers.

A Comparison

The Machine will produce triple the leads for 12% of the price over the long haul! Is the message ringing any bells yet?

Page 19: Lead Generation Systems. FACT Getting qualified leads for Financial Advisers is an expensive business! Getting qualified leads for Financial Advisers.

It’s respectedIt’s respected It’s provenIt’s proven You can have the best guy in the country looking after you, who is You can have the best guy in the country looking after you, who is

respected in the industry for proven lead generation.respected in the industry for proven lead generation. In the last 18 months, all over the nation, over 100 advisers have been In the last 18 months, all over the nation, over 100 advisers have been

getting leads from these systems.getting leads from these systems. STOP THROWING MONEY AWAY AND LESSEN YOUR LEAD COST STOP THROWING MONEY AWAY AND LESSEN YOUR LEAD COST

AND INCREASE LEAD VOLUME.AND INCREASE LEAD VOLUME.

Call Ralph today on:Call Ralph today on:

Lead Generation Systems

Email: Email: [email protected]@xtra.co.nzSkype:Skype: LeadGenNZ LeadGenNZMobile: Mobile: 027-525-3246 027-525-3246