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Jo Ellen Nevans, CFP, American Express Financial Advisor "I use the Financial Road Map with every prospect and existing client. The result is that, in one hour or less, they trust me enough to hire me to write a comprehensive financial and estate plan and be their family wealth coach for life. Developing this skills has been crucial to my success and the almost 5-fold increase of my production to $1.9million in less than 3 years." "My colleagues were shocked when I told them that I don't have any Bs and Cs. Thanks to my work with Bill Bachrach, I only have A clients." "At a time when so many of my colleagues are producting less, my income is up 18.6%. A big part of this result is due to what I learned from Bill Bachrach. I only need 11 more clients and I'm done!" "Value-Based Selling helped me generate over $60,000 of fees in January alone!" "I used the Values Conversation with a client I have had for 10 years and got $23million more in assets." "I walked a prospective couple through the Financial Road Map and then asked them if they wanted to hire me. I told them my fee for their plan is $32,000 and they said 'okay.' There was no thinking it over or anything. Normally, we might get about $2,500 for a plan. This is definitely significant!" "I have been in the business for 21 months. With the assistance of Values-Based Selling, I have 175 household relationships with about $48million in assets. I have received in excess of 20 ideal referrals and I have closed approximately $10million in business, with another $30,000 in the pipeline. Until I sat down today, I never thought about how much progress I've made in the last six months." |
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