Get to the emotional side of decision making and connect with people in a whole new way.
- Engage pre-retirees
- Help them visualize the when, where, and how of retirement
- Educate them on the financial challenges and opportunities retirement brings
- Create alignment between their needs and your recommendations
- Accelerate the sales cycle
- Increase your productivity
Get New Clients!
Prospecting for new clients – the kind you want – can be a difficult and draining process when you encounter considerable prospect resistance, or competition from other advisers. Ready-2-Retire is a new type of tool that allows you to approach prospective clients in a different way – one that demonstrates your interest in their needs, and at the same time allows you to build trust and credibility very quickly. A common reason traditional prospecting techniques fail is that your prospective sources of new business do not yet trust you – they suspect you are more interested in selling products than in solving their problems, and until you are able to convince them otherwise, your prospecting efforts will have mixed results.