Appointment Formula

By the time you reach phase three of Automated Advisor you’ll have your marketing messages dialed in, and your online course up and running! Now it’s time to WOW your prospects as they schedule an appointment to come in and meet with you. But how do you do that? How do you create that unique “Starbucks Experience” for each of your prospects? We’ve all read the books that impress upon us the importance of standing out from the competition and creating such an experience, that we develop raving fans of our business. This is especially important during the appointment process as this is the point in the buying process where prospects are very near making a buying decision, and trying to decide who they will ultimately trust to help them manage their assets and retirement plans. That’s why we developed The Appointment Formula.

In The AppointmentFormula We’re Going To:

• Work Together To Map Out Your Current Appointment Process
• Create A Custom Plan & Outline For Your Unique Ideal Prospect Experience
• Script and Create The Nurture Sequences For Before & After Each Appointment In Your Process
• Create Your New Client Welcome Sequence Designed To WOW New Clients & Solidify Their Decision To Do Business With You

You’ll Receive:

• The Appointment Formula Video Training Course & Workbook
• 5 Custom Pre-Appointment Nurture Sequences
• Online Appointment Scheduling
• A Long Term Nurture Weekly Email and Blog Post To Your Website
• Step by Step Training For When & How To Use Each Sequence
• The Appointment Formula Management System

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