http://advisorclicks.info/convergence.html

Good Monday Morning to You!

Hey, Summer’s winding down… And, the market’s are worse than a carnival “freak show”…

Investors everywhere are scared — in fact, your prospect’s are scared “witless.”

Now, you are either crazy (or naive) if you believe that the market is going to stabilize before next year’s election. So, like it or not, massive volatility is your “new normal“. And, fear is the new hurdle you must jump to attract and retain new clients.

If you have a calming message… if your investment model is about giving your financial clients peace of mind at night (and you can actually do it)… if you have a way to help those planning for retirement to actually retire… if you have a way to help retirees retain and/or grow their income… then you will dominate your local market over the next five years…

IF…

IF you have a way to get your message to scared investors.

Listen, prospects with large amounts of assets still exist. Believe or not, they are out there. And, they are looking for help. They are looking for you. However, because your website sucks… because you have no social presence… and because you’ve never even heard of mobile marketing… it’s safe to assume they are finding the help somewhere else… they are finding another financial advisor.

If your phone isn’t ringing off the hook… if your email isn’t stuffed to overflowing… if your prospect pipeline isn’t log-jammed for the next year… don’t you think now would be a good time to change that?

Prospecting and client retention are your big issues. That will never change. FINRA and the SEC are going to continue to make it harder for you to get your message out… to stand out… to differentiate… to be anything other than just faceless hack in a two-million strong herd.

So, IF your message is right, now is the time to put a system in place that attracts perfect prospects even in terrifying times. Now is the time to get your message locked into the system so the vapid mouth breather’s in the “sales-prevention agencies” can’t shut your message down.

Here’s the bottom line; there’s only one system for financial advisors, CPA’s, wealth managers and estate planners right now that puts you smack dab in the middle of where your perfect prospect are searching for help…

It’s true… if you know what you are doing and you have a system that’s working diligently for you day and night, then you are one search engine query away from being your perfect prospect’s answer to a prayer.

You need to “be found”.

You need to be the answer to a pressing retirement problem… investing issue… wealth management concern… tax nightmare or estate headache. You need to be found online in the search engines… in the social media buzz… on the exploding mobile search universe.

Will your prospect find you? Or, will they find your competitor? There’s only one system in the financial services world that will insure they find you…

Convergence – the Complete Client Marketing System™

Is EVERYTHING you need to attract AND retain perfect clients. It’s the complete system for; online marketing, mobile, off-line, direct response, and professional introductions.

Check it out today, you’ll be glad you did. (http://advisorclicks.info/convergence.html)

To your success. (And, have a great week!)

Brian

P.S. Evidently we WAY underpriced this system. In order to insure that we don’t over-saturate the market we are instituting a substantial price increase tomorrow at (8/24) midnight. Get your system today.

http://advisorclicks.info/convergence.html

Hey,

It’s Friday… Summer’s winding down… And, the market’s are worse than a carnival “freak show”…

Your Clients and Prospects Are Scared — In fact, your prospect’s are scared “witless.”

Now, you are either crazy (or naive) if you believe that the market is going to stablize between now and next year’s election. So, like it or not, massive volitility is your “new normal“. Fear is the new hurdle you must jump to attract and retain new clients.

If you have a calming message… if your investment model is about giving your financial clients peace of mind at night (and you can actually do it)… if you have a way to help those planning for retirement to actually retire… if you have a way to help retirees retain and/or grow their income… then you will dominate your local market over the next five years…

IF…

IF you have a way to get your message to the scared investors.

Prospects with large amounts of assets still exist. Believe or not, they are out there. And, they are looking for help. They are looking for you. However, because your website sucks… because you have no social presence… and because you’ve never even heard of mobile marketing… it’s safe to assume they are finding another financial advisor.

If your phone isn’t ringing off the hook… if your email isn’t stuffed to overflowing… if your prospect pipeline isn’t log-jammed for the next year… don’t you think now would be a good time to change that?

Prospecting and client retention are your big issues. That will never change. FINRA and the SEC are going to continue to make it harder for you to get your message out… to stand out… to differentiate… to be anything other than just faceless hack in a two-million strong herd.

So, IF your message is right now is the time to put a system in place that attracts perfect prospects even in terrifying times. Now is the time to get your message locked into the system so the vapid mouth breather’s in the sales-prevention agencies can’t shut your message down.

There’s only one system for financial advisors, CPA’s, wealth managers and estate planners right now that puts you smack dab in the middle of where your perfect prospect are searching for help…

It’s true… if you know what you are doing and you have a system that’s working diligently for you day and night, then you are one search engine query away from being your perfect prospect’s answer to a prayer.

You need to “be found”. You need to be the answer to a pressing retirement problem… investing issue… wealth management concern… tax nightmare or estate headache. You need to be found online in the search engines… in the social media buzz… on the exploding mobile search universe.

Will your prospect find you? Or, will they find your competitor? There’s only one system in the financial services world that will insure they find you…

Convergence – the Complete Client Marketing System™

Is EVERYTHING you need to attract AND retain perfect clients. It’s the complete system for; online marketing, mobile, off-line, direct response, and professional introductions.

Check it out today, you’ll be glad you did. (http://advisorclicks.info/convergence.html)

To your success. (And, have a great weekend!)

Brian

What Women Need to Know

“Three out of four women will end up managing finances alone”

The Health Insurance Association reports that married women outlive their

husbands by an average of 17 years, and whether by death or divorce, three out

of four women will end up managing finances alone. Are you prepared for when

the unthinkable happens?

You need to have a firm grasp on where the money is and be

deeply involved in your family finances because odds are that

sooner or later you will be in control of them!

The events that create financial disasters for women are generally not the things

we want to think about—the death of a spouse, a divorce, a serious illness, a disabling

accident, or loss of a job. While it is easier to assume these things only happen to “other

people” and could certainly never happen to us, life-altering events can, and do, happen

anywhere, anytime. However, just because these events are surprising or upsetting

doesn’t mean they have to be financially crippling.… If you are properly prepared!

Do yourself and your family a favor, come spend 90 minutes and enjoy a complimentary

dinner and learn how to take control of your financial future — your husband

will enjoy the peace of mind! That’s right… just 90 minutes and the dinner is on us!

• Learn why by 2019, two-thirds of America’s wealthy will be women… and how

you can become one of them

• Learn why women invest too conservatively and how to invest for better gains,

yet with no risk

• Learn how to lower or eliminate taxes on your Social Security, interest earnings,

capital gains and taxes at death

• Plus way too much to detail in this small space!

The dinner seminar is titled: “Women and Money — What You Don’t Know WILL Hurt You!”.

Join us… you’ll be glad that you did! This dinner seminar will be held at

The Chart House

451 Franklin Blvd. – Temecula – June 27th or 29th at 3:30

800-555-1212

NOTE: Due to the popularity of this program, seating is limited. Please call now (24 hours) to reserve your seats.

All participants will receive a copy of the 78-page, “What Women Need to Know About Retirement”

What you don’t know could leave your family

crying on the Court House steps!

Free Workshop Will Help You Get Control of

Who Will Receive The Fruit of Your Life’s Labor

Don’t attend this workshop and it could be the IRS…

Or a nursing home… or an ex-son or daughter in law…

Instead of your family… loved ones… or favorite charity!

It’s no great secret that forces exist in society today, which could cause the

loss of your wealth… possibly even before you pass on… Sadly, even in death

there is no respite; federal and state wealth transfer taxes will take a huge bite

out of your wealth before it can pass to your family.

And, the threat doesn’t stop there…

Here is a partial list of the threats to your estate plan…

Threat No. 1 – Income Taxes

Threat No. 2 – Divorce or Creditor’s Claims

Threat No. 3 – Long-Term Health Care Costs

Threat No. 4 – Guardianship and Probate

Threat No. 5 – Wealth Transfer (Estate) Taxes

Is Your Plan Capable of Withstanding The Test?

A proper plan can protect your wealth and your family against future losses due to

taxes, creditors, divorce, guardianship, probate and long-term illness. And, it can

also provide you with something else you richly deserve — peace of mind.

A Will or a Trust… which is right for you?

Learn how to avoid the most common (and costly) mistakes in retirement and estate

planning. This important workshop will reveal the correct answer for your estate!

Learn…

• Four secrets to keep your estate out of probate

• How to insure that your loved ones or charity of

choice receives your estate

• The right way to leave money to your children

• The mistake that you’ve probably already made in your

IRA and why it can tear a family apart after your death

• The advantages (and disadvantages) of Wills and Living

Trusts

• How to control your assets from the grave

There is NO COST OR OBLIGATION for attending this

important workshop. To reserve your space, simply call:

 (800) 555-1212

Seating is limited. Call ASAP

Do You Understand How Your Current Plan Will Provide Income Throughout Your Retirement?

If not… why not?

After all, it’s your money, and it could either create a great retirement… or, you could end up like many of your peers – living night and day with the fear of outliving your income.

You need to have a great grasp on how to create the most growth in the safest, most tax efficient manner the law allows!

If you own stocks… or have shares in mutual funds… if you’ve purchased a single premium life insurance or own an annuity that hasn’t been reviewed for more than two years…

Or, if you have money in a CD… if you’ve allowed your money to languish in an interest-bearing savings account… or, worse, you are simply sitting on cash…  Get some help!

Spend five minutes right now to find out how to take all of your assets and get the most performance out of them – safely. That’s right… become a student again… a student of YOUR investments.  Take a few minutes to watch Income For Life

Just leave your name, email address and phone number right there… see the link?  Fill out that small form and you will be immediately taken to the seminar page.

Is This the Ultimate Financial Instrument for Your Retirement & Financial Future?

Hi, and welcome to my website… my name is YOUR NAME GOES HERE

Would you like an investment that pays gains based on the stock market, yet helps protect your principal when the market declines?  And, as a retiree this fact is incredibly important to you… your principal is always protected!

It’s not every day that you find the opportunity for potential growth with true safety in the same financial vehicle. Usually investors have to give up a degree of safety in exchange for a greater potential for growth or they accept less growth in exchange for a higher degree of safety.

Thanks to an innovation in the insurance industry, you can have the potential high returns available in the stock market and the security of a guarantee-it’s called an equity index annuity.

In fact your return is guaranteed in writing.  You can withdraw any or all your money whenever you need it.  It doubles your money every 8 years tax-deferred.  It’s backed by the safest financial institutions in America, and yet virtually nobody knows about its very existence…

…Until now!

I’m very excited to have the opportunity to help you create the most appealing, worry free retirement possible!

To learn more, just leave your name, email address and phone number right there… see the link?  Fill out that small form and you will be immediately be sent information.

Takes just a few seconds and it could radically alter your retirement lifestyle

How Do You Create a Retirement Income You Can’t Outlive?

Hi, and welcome to my website… my name is YOUR NAME GOES HERE

I’ve created a Special Online Workshop For Seniors That Reveals how to..

• Reduce or avoid further taxation on your Social Security income.

• Get a guaranteed minimum return in the stock market.

• Protect your principal in down markets.

• Create your own pension, using the money you’ve saved for retirement.Set up your retirement account in such a manner that you canít outlive your money.

• Protect your financial security using alternatives to Long-term-care insurance.

• Preserve your independence and your dignity

You will want to watch the informative web-based presentation “Income for Life” that will help you make prudent decisions about your retirement planning and I would love to give it to you without cost or obligation.

Just leave your name, email address and phone number right there… see the link?  Fill out that small form and you will be immediately taken to the seminar page.

If you would like to meet, leave a best time to call and I will have Jessica from my office call to set a time for us to get together.

I look forward to meeting you.

My name is YOUR NAME HERE and  I wanted to personally invite you to be my guest to attend one of the most powerful and thought-provoking online seminars on handling your IRA or qualified retirement accounts to ever be held.

The event is called Keep the IRS out of Your IRA, and features two of the most well-respected financial advisors in the Northeast; SOME ESTATE PLANNING ATTORNEY, noted estate planning attorney, and SOME FUNNY CPA, the most entertaining CPA you will ever hear speak in public.

In addition, I will share the stage with them and we will be discussing seven reasons you might have no choice but leave your retirement funds with your current plan.

The flip side of that is the dozen plus reasons you might need to transfer your retirement account(s) to a personal IRA right now!

At the seminar you will learn how to: 1. The one fatal flaw in the tax code that costs investors millions (maybe even billions) each year in premature taxation and penalties.  2. One procedure you must understand before you ever move a dime in qualified retirement money.  3. Consolidate or diversify?  Retire two to three years earlier than you had planned, or increase your annual retirement income by 23% with this strategy. 4. Is this one real estate strategy a perfect fit for your retirement?

I could go on for pages regarding what will be covered during this to our seminar.  However, suffice it to say that you will not regret one minute of the time that you invest to take part in the seminar.  I’ll even go so far as to say that you will look back on this event in years to come, and remember it as the event that helped you set up the retirement of your dreams…

Please turn this special invitation over to see the location, date, and time of the event.  In just two hours you will know how to, Keep the IRS out of Your IRA… and learn how to create a retirement income that you simply cannot outlive.

Please fill out the form to the right to reserve your seat.

Looking forward to seeing you there!

By the way… during the seminar you will learn what others have paid thousands to learn.  Get your financial future in order today, Keep the IRS out of Your IRA will help you do exactly that!

Please RSVP soon as this online event will fill up fast!

It’s a Simple Plan… Really It Is!

Are You Suffering From Financial Seminar Syndrome or F.S.S.?

The symptoms of F.S.S. are; financial confusion…
retirement plan dizziness… and total fear that you have
completely mucked up your retirement plan!

I would be in shock and awe if you aren’t a sufferer, because in the past several years you’ve probably been solicited hundreds of times to attend financial seminars.
With headlines like:

• 27 Mistakes Retirees Make

• 14 Dumb Tax ‘Gaffs’ That Are Robbing You Blind

• Investment Fool… You Did What?

• Your Advisor Is a Moron and Is Costing You a Fortune!

Etc…

If you are a typical investor, (concerned about being able to retire comfortably or investing in a manner that will see your retirement funds outlast you), then you’ve probably attended a number of these seminars…

Frankly, if you attended just one seminar for every 10 invitations that you have received there is no way that you are F.S.S. symptom-free!

Contrary to the headlines… financial or retirement planning doesn’t have to be scary!

And, amazingly enough, it can actually be an enlightening and empowering process.

To find a competent financial advisor, talk to your CPA or estate planning attorney and see who they recommend. Or, fill out that form right there and allow me to send for your free issue of Income for Life.

Just fill out that form and you’ll never attend another financial seminar again!

When it comes to planning for your financial future, there is no good reason to carry that burden on your own…

Hi, and welcome to my website… my name is YOUR NAME GOES HERE

Sadly, most investors today follow the path of least resistance.  They simply buy into a mutual fund with little or no understanding of what they are buying into.  Or they buy stocks on a ìhot tipî. Or, they take what they think is a conservative approach and put their investment dollars in a CD, or worse, a simple savings account.

Do you have a real financial plan?

Do you know exactly the path that you are taking towards your retirement?  And is it the wise and prudent path?

Well, if you are like hundreds of thousands, and probably millions of your fellow Americans, and if you were honest with yourself, you would say that you have questions… lots of them!

If you have money sitting… regardless of whether it is sitting in cash, a CD, an annuity (more than a couple years old), or in stocks or mutual funds…

If you don’t have a plan that ties your finances together in a laser like fashion, you need good, honest outside help from a professional.

At the very least you need to either read or watch, Income for Life.  It’s not right for you to be out there carrying the burden all by yourself!  If you want to watch a quick 10 minute presentation, fill out that small form then click the ìWatch Nowî button.

If you are a ready, then fill out the form and click, Send my e-book and then check your email in just a few minutes.

It’s time to get your retirement questions answered, don’t you think?  Just fill out that form and you’ll get your answers!