The Advisor Virtual Sales System

Advisor Virtual Sales

SYSTEM

Hi I’m Adam Sowden, creator of the Advisor Virtual Sales System and owner of the Advisor Marketing Service. I help financial advisors get more appointments, clients and ultimately make more money.

Since March 2020 the global pandemic has disrupted the traditional sales process.

And yet... In that time we’ve helped our clients make record sales simply by implementing two key strategies.

The first strategy… The advisor phone call marketing system… has helped our clients get in front of dozens of new appointments with high net worth individuals each and every month.

In fact, one of our advisors Patrick was in front of just under $70 million dollars worth of assets from the appointments we generated for him in two short months…

The second strategy… The advisor virtual sales system… has helped our clients close more new business virtually than they were pre-pandemic.

For example… One of our advisors… Keith… grew his sales from less than 15K per month pre pandemic to averaging over $80K per month in commissions using our system…

And he even closed $107K in commissions over Christmas last year.

Simply put… The advisor phone call marketing system helps you get more appointments… and the advisor virtual sales system helps you close more business…

You’re probably wondering… ‘Why is your system working when so many others are failing?’ The answer to this is there is One Main Problem causing advisors to struggle to grow their business’s.

THE FORMULA EXPLAINED

Aware:

Setting up ads on Facebook is easy. However, getting the attention of the exact type of prospect you want to work with, who is looking for the service you provide is the art of Awareness.

Engage:

Engagement is not just about collecting leads. It’s about attracting the ‘right’ people to ‘optin’ into your marketing process, and keeping the ‘wrong’ out. Collecting leads who aren’t a fit is the illusion of productivity when it comes to marketing.

THE SINGLE PROBLEM

To Solve…

When I looked at the marketing and sales strategies other Advisors were using it became obvious to me. There is only ONE SINGLE PROBLEM that when solved will virtually guarantee any Advisor can grow their business.

This Single Problem is… Advisors Are Seen As Sales People… Not Advisors…

I know this may seem ridiculously obvious… But just about every marketing or sales strategy I researched did nothing to solve this problem.

Let me explain…

There are 10’s of millions of people who need and want help growing and protecting their wealth. There are some amazing investments strategies and products available that can help them achieve this. Yet the industry as a whole is number 5 on the list of least trusted professions in the United States.

The 3 main causes of this mistrust are…

1 - Compliance removing any clarity from marketing in an attempt to protect the managed assets of the company.

2 - Competitors criticising asset classes in an attempt to direct prospects toward their preferred asset classes.

3 - Sales process’s that focus on selling products Vs solving the problems of the prospect.

By identifying and finding solutions to this One Main Problem we’ve been able to help our clients…

Get more sales appointments
Increase the asset value of those prospects
Help them close more business *Up to 50% of virtual sales calls

Now obviously I’d need more time to explain in detail how we solved this problem… But here’s how we solved it from a high level…

Step 1: Prospect Centric Marketing

When marketing there are 4 main things we can focus on… Your prospect is not interested in 3 of them…

1 - Our Business or Company… A lot of advisors focus on their company or brand. How long they’ve been around. How big they are or how much money is under management. Although this may give a small element of credibility, your prospect buying decision has nothing to do with this.

2 - Ourselves… Many advisors like to point out their experience and qualifications in an attempt to position themselves as superior to their competition.

3 - Our Process or Products… You may have the best products in the world… But you’d be concerned if you went to a doctor and he tried to prescribe you a drug without asking what your symptoms were.

These 3 marketing focus make up the majority of what I see in the advisor marketing space. By focusing on these 3 areas you set up your sales process to fail down the track.

Prospect Centric Marketing

Prospect Centric Marketing on the other hand is simply where your marketing efforts are focused on identifying the problems and needs of your prospects. Instead of trying to tell our prospect how good our we are… we simply ask our prospects what they need help with.

Now, most marketing companies are happy with a 10% Open rate on their emails. By using our Prospect Centric approach we’re getting a 40% Reply rate on our communication.

This massive increase in conversations from our prospect leads to more appointments… better trust… Higher value relationships…

Using this approach was how we were able to get appointments with nearly $70M worth of assets in 2 months for our client Patrick. The challenge this created was he was now too busy… which is another story.

"I’ve got over 210 leads and I’m in front of over $69 million worth of assets from the appointments I’ve booked. This is the best opportunity I’ve ever seen."

Patrick Lynch

Step 2: The Advisor Virtual Sales System

The advisor virtual sales system is a step by step approach that has helped our advisor clients close over $80K in commissions per month and helped them increase their sales conversion up to 50%... to prospects they have never met face to face.

The main priority that The Advisor Virtual Sales System achieves is to Establish you as the advisor… Not the sales person.

When using The Advisor Virtual Sales System, the very first thing you do with your prospect is address this problem. By neutralising this main objection immediately our clients have had prospects say ‘I think you’re my guy’ before they’ve even presented any ‘advice’.

Once this is established The Advisor Virtual Sales System helps you

Establish The Value To The Prospect In Working With You
Clearly Demonstrate The Cost Of Procrastinating… Without Needing To Be Pushy
Highlight The Fact That Doing Nothing Is The Biggest Mistake Anyone Can Make

The Advisor Virtual Sales System is not a script that you need to learn. It is simply a step by step process to go through to help establish you as the Trusted Advisor… And close more business as a result.

Adam helped us bank about $50k in 30 days.

In the past I would spend days preparing presentations that would cost us thousands, and just not work.

Now we are making great sales, without the chicken dinner.

Mark Robinson

When I first spoke with Adam, he spent the time to actually listen to my problems to see if he thought he genuinely could solve them.

And then, he helped me build a system that gave me a 4297% ROI (no that’s not a typo).

I’m now in a predicament ... I have too much work.

Paul Hanney

ACCELERATE

Your Results

You are in possession of a formula that can get you massive results when deployed correctly. But, unless you understand what each of the elements mean and how to deploy them correctly, it’ll remain an underutilised tool that sits in your toolbox. It’s like having the keys to a supercar but not knowing how to drive it.

So, if you’d like to use this formula at its fullest potential, I want to help you apply this formula to your business personally by actually showing you the results my system is achieving.

I’m offering to show you exactly how I build a marketing system to generate leads who are interested in what you offer and actually want to speak with you in person about the service you provide…

And I’m offering to do that with you, for free…

If you’d like me to show you exactly how we’re helping advisors close more business… virtually… then click the link below to book your Demo Session.