- 3,165
I have only been independent for a little less than two years.
WoW, 450 clients in LESS then 2yrs.....I apparently am not working hard enough!
Kgmom, thats interesting, 4th of July pulls your best response huh? Hmm
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I have only been independent for a little less than two years.
WoW, 450 clients in LESS then 2yrs.....I apparently am not working hard enough!
Kgmom, thats interesting, 4th of July pulls your best response huh? Hmm
Here is Jen's 4th of July card.
No, that is not kgmom.
Y I am going to join a networking group that has a financial advisor. He already asked me to do a presentation to his clients. That will generate some more Med Supp business. The more Med Supp business, the more referrals. We will see anyway.
I WISH I had those legs!
Gold ^^AWESOME!!!
And ask for referrals to other advisors. Do the presentation for them too. Even if its a one on one in their office. Then they know what they are sending their clients to.
Sell it as "There are 5 trees cut down for the amount of paper that every senior receives when they turn 64 and a half. And that doesn't count the phone calls. 95% of the mail they receive is from other advisors who want to roll their 401K. Do you want them talking to me, who only does Medicare or someone random guy?"
Ask them to send an email (that you create) to all of their clients on their 64th birthday. The sales cycle may be longer than you are use to, but it is worth it. A lot of these will start with calls/emails that begin "I'm not planning on retiring, what do I need to do?" And that's ok. Tell them the rules and ask when you can follow up. Add them to the SOC list for holiday and 4th of July cards.
Also, get on top of the IRMAA rules and appeal process. People with financial planners tend to deal with IRMAA quite a bit.