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

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Presentation on theme: "Lead Generation Systems. FACT Getting qualified leads for Financial Advisers is an expensive business! Getting qualified leads for Financial Advisers."— Presentation transcript:

1 Lead Generation Systems

2 FACT Getting qualified leads for Financial Advisers is an expensive business! Getting qualified leads for Financial Advisers is an expensive business! Some companies charge you $67 + GST for a lead Some companies charge you $67 + GST for a lead Others take 25% - 30% commission. Others take 25% - 30% commission.

3 Ralph Godwin was the principal architect for the automated dialer systems run by Get Advice and Prime Financial Solutions. Ralph Godwin was the principal architect for the automated dialer systems run by Get Advice and Prime Financial Solutions. Ralph has been using this technology and providing equipment since 1988 Ralph has been using this technology and providing equipment since 1988 Ralph is New Zealands foremost expert on the use of this equipment. Ralph is New Zealands foremost expert on the use of this equipment. Ralph felt he could provide a better and far more cost effective system for Advisers and has returned to be on his own as a technical consultant and Adviser for the systems. Ralph felt he could provide a better and far more cost effective system for Advisers and has returned to be on his own as a technical consultant and Adviser for the systems.

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

5 Buying Leads > If you buy leads at $67 + GST each, then you are going to need about 10 a week. Thats a cost of $750 PER WEEK. Thats a big overhead and you have to pay it up front. > Thats a business cost of over $35,000 per year. > Thats $350,000 over a 10 year period (thats the cost of half a house!!)

6 Giving Away 25% - 30% of your Commission? If you are writing $100,000 API your commissions (at only 175% API) would be $175,000 per year. If you are writing $100,000 API your commissions (at only 175% API) would be $175,000 per year. Then you give away $43,750 per year in lead commission splits. Then you give away $43,750 per year in lead commission splits. Thats $437,500 over 10 years….WOW Thats $437,500 over 10 years….WOW

7 These amounts of money you are paying, are a huge loss and extremely un-necessary. These amounts of money you are paying, are a huge loss and extremely un-necessary. What if you had your own auto-dialer system and have the back up support of New Zealands proven expert in this area? What if you had your own auto-dialer system and have the back up support of New Zealands proven expert in this area?

8 Proven Success - Long Track Record The success of the systems is beyond question. The success of the systems is beyond question. They have been used in insurance sales for years. They have been used in insurance sales for years. All the insurance Providers are aware of their success and many have either bought leads or encouraged Advisers to get involved with them. All the insurance Providers are aware of their success and many have either bought leads or encouraged Advisers to get involved with them.

9 The question is, is it viable for you to own one yourself? Is it cheaper? The question is, is it viable for you to own one yourself? Is it cheaper? Lets explore. Lets explore.

10 The system has a special board that links to the phone lines and has special software. The system has a special board that links to the phone lines and has special software. A system with 4 lines will generate more than enough leads to keep 1-2 advisers very busy. A system with 4 lines will generate more than enough leads to keep 1-2 advisers very busy. Local calling charges are free and Telecom will give you 4 business lines at home without per minute charge. Local calling charges are free and Telecom will give you 4 business lines at home without per minute charge. If you want more lines to run more Advisers, I can show you how to get free calls by adding an extra piece of affordable equipment so you never get per minute charges. If you want more lines to run more Advisers, I can show you how to get free calls by adding an extra piece of affordable equipment so you never get per minute charges.

11 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 Software Autodialer Software 5 Proven pre-recorded voice scripts or 3 scripts customised for your operation. 5 Proven pre-recorded voice scripts or 3 scripts customised for your operation. Database of phone numbers in your area of choice Database of phone numbers in your area of choice Fast set up and installation. We will have you up and running the same day * conditions apply if you are out of Auckland Fast set up and installation. We will have you up and running the same day * conditions apply if you are out of Auckland Free support for the first 6 weeks while you get used to using it. Free support for the first 6 weeks while you get used to 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.

12 Warranty 12 Month Return to Base Warranty On all Hardware 12 Month Return to Base Warranty On all Hardware Extended hardware warranty available through underwriter Extended hardware warranty available through underwriter Manufacturers warranty on all software, cables and connectors Manufacturers warranty on all software, cables and connectors Please note that Ralphs son Jared, is a qualified computer hardware engineer and network technician and does all the system builds and hardware warranty work. Please note that Ralphs son Jared, is a qualified computer hardware engineer and network technician and does all the system builds and 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

13 The system investment is $13,995 + GST and its a once only investment. After that you merely have a phone line rental charge. (Most advisers spend more on that for a car. How many leads does a car get?) The system investment is $13,995 + GST and its a once only investment. After that you merely have a phone line rental charge. (Most advisers spend more on that for a car. How many leads does a car get?) Many equipment leasing companies will underwrite leasing at about $65 - $80 or so a week. Many equipment leasing companies will underwrite leasing at about $65 - $80 or so a 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.

14 Dont throw away money on expensive leads, when you can have your own system that will save you several hundred thousand dollars over the long haul. Dont throw away money on expensive leads, when you can have your own system that will save you several hundred thousand dollars over the long haul. Most advisers will break even in about 6 months and thats extremely rare for business equipment Most advisers will break even in about 6 months and thats extremely rare for business equipment

15 This is what one Adviser is doing… A local finance company financed his system, with no deposit and $69 per week. A local finance company financed his system, with no deposit and $69 per week. How much was he spending on leads before? Here in Auckland he got 2 leads for $154.10 (Door knocking company) How much was he spending on leads before? Here in Auckland he got 2 leads for $154.10 (Door knocking company) This system produces far, far more than that for less money. A 4 line system gives him 20-30 leads per week conservatively. He sells some of the leads at $55 each which in effect makes the system cost free for him. This system produces far, far more than that for less money. A 4 line system gives him 20-30 leads per week conservatively. He sells some of the leads at $55 each which in effect makes the system cost free for him. 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 and in fact it pays him to have free leads and leaves money left over! 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 and in fact it pays him to have free leads and leaves money left over! That makes a lot of sense doesn't it? That makes a lot of sense doesn't it?

16 Ralphs Lead Generation History Began using automated messaging systems 1988 Began using automated messaging systems Trained by Comtel Broadcasting Corp (USA) on use of these systems in multiple marketing applications 1988 Trained by Comtel Broadcasting Corp (USA) on use of these systems in multiple marketing applications Was trained by Al Stone (USA) on professional script writing and recording 1989 Was trained by Al Stone (USA) on professional script writing and recording used these systems in the mortgage, insurance, computer, education, used car, MLM and kitchen sales 1988 – 2008 used these systems in the mortgage, insurance, computer, education, used car, MLM and kitchen sales Used the systems to gain 16,000 clients for one financial services company 2008 – 2010 Used the systems to gain 16,000 clients for one financial services company Used the systems to gain 10,000 Kiwi Saver clients 2008-2011 Used the systems to gain 10,000 Kiwi Saver clients 2011 – 2013 Used the systems to generate about 1,000 life insurance appointments per month, nation wide, in conjunction with a live call centre team. 2011 – 2013 Used the systems to generate about 1,000 life insurance appointments per month, nation wide, in conjunction with a live call centre team. Went back to being an independent systems consultant July 2013 Went back to being an independent systems consultant

17 Before you reject this offer, please do your numbers. It just doesnt make sense any other way Before you reject this offer, please do your numbers. It just doesnt make sense any other way DO IT

18 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?

19 Its respected Its respected Its proven Its proven You can have the best guy in the country looking after you, who is respected in the industry for proven lead generation. You can have the best guy in the country looking after you, who is respected in the industry for proven lead generation. In the last 18 months, all over the nation, over 100 advisers have been getting leads from these systems. In the last 18 months, all over the nation, over 100 advisers have been getting leads from these systems. STOP THROWING MONEY AWAY AND LESSEN YOUR LEAD COST AND INCREASE LEAD VOLUME. STOP THROWING MONEY AWAY AND LESSEN YOUR LEAD COST AND INCREASE LEAD VOLUME. Call Ralph today on: L ead G eneration S ystems Email: ralph.godwin@xtra.co.nz ralph.godwin@xtra.co.nz Skype: LeadGenNZ Mobile: 027-525-3246


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