Success Stories
Do you know why top producers use
BRT frequently? It's because they know BRT gives them a better, simpler and more
powerful tool with which to increase sales and develop client relationships.
Learn from the real BRT experts as our clients share their specific sales ideas and marketing tips with you.
Educate
Mark Finke strongly believes in engaging his clients by educating them. BRT’s objective education and presentation material helps Finke accomplish this and positions him in a favorable way. ”BRT helps you build credibility and that is worth a lot!“ said Finke.
Rather than recreate the presentation wheel, Finke leverages the templates within BRT to save time. For example, he has created a need analysis and client education template. The result: 9 out of 10 clients with whom he shares the template act on the recommendation at some point.
Increase Sales
"Joe", a long-time subscriber who prefers to remain anonymous, wrote his biggest case yet (a seven figure commission) using BRT. Is it because he's a great salesperson? Perhaps, but it also doesn't hurt that his clients and prospects trust him because of the BRT material he shares with them.
BRT is a great sales tool to explain complex concepts in simple terms. "BRT allows me to present with clarity and confidence in a concise manner, letting clients make a decision without being pushed," he said. "It's embarrassingly simple."
Close Sales
Wayne Daniels strongly believes that sending BRT’s Life Events Checklist triggers an automatic buying signal. In fact when using the Checklist, according to Daniels, the closing ratio is in the 90 percentile. By implementing this report effectively, it allows you to generate additional business, while demonstrating a special interest in your clients by providing informative material tailored to their needs.
According to a study conducted by a major financial institution, the number one consideration when finding or keeping a financial professional is the ability to provide tailored information. The Life Events Checklist, when properly executed, does just that!
Client Relationships & Referrals
Guy Manchester uses BRT creatively to expand his practice. When hosting client events, Manchester prints compelling estate planning presentations with specific groups in mind.
normal seminar.
Next he engages clients by asking them to place the names of the trusted individuals on the BRT client piece for each topic. Manchester now has insight into who is important to his clients. Additionally, he has the name of potential prospects as well. By inviting both the client and the ”trusted individuals“ to his office to discuss the plan and specific responsibilities, Manchester successfully educates the prospect on how to avoid estate obstacles and reinforces the value of trusted friends or family. This process allows Manchester to build a long-lasting relationship with two or more clients rather than just one.
Speaking Engagements
Ray Donnelly wears many hats, including that of speaker for the New York State Partnership Plan for Long Term Care. Like most financial professionals, Donnelly is extremely busy and does not have the time to create two-hour presentations for his speaking engagements, so he accesses the materials within BRT to assist him. He also distributes BRT-generated handouts at the event. The easy-to-understand information is just one more way Donnelly educates clients and prospects. And his favorite part, says Donnelly...