"The Career Company for the Independent Advisor"

In Summary:  The ABS Affiliate Agent Practice is all about reframing your practice.

• It’s all about your ability to project a professional image. It’s all about enhancing your relationships with existing clients and instilling immediate rapport with prospects. It’s all about creating specific, on-going communication that ultimately leads to action, and consistency in your practice. It’s all about building a logical consensus with your client that leads to a logical decision to do business with you. It’s all about utilizing successful methods on a daily basis. When you and your prospect utilize the advisory software together, you have a shared experience that enhances your relationship. You and your prospect agree that you have shared their concerns, and when presented with the proper solution, it is evident you have a shared conclusion. Your prospect places the business with you and becomes a client. It’s all about staying on offense, working with your clients through the different phases of their life, and simultaneously preventing other advisors from working with your clients and prospects. It’s all about building and maintaining a successful practice that you can one day sell, or pass on.
  
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ABS - Agent Affiliate Practice:

The 3 Step Plan

The 3 step plan in setting up your practice:

• 1. You are provided a personal, semi-custom website, “your storefront”,- branding you and your “ABS Affiliate  Agent Practice”, that you own.



• 2. You are provided a contact management system built to grow your business, where you collect pertinent information, and then apply a built-in marketing/ communication wizard to grow your ABS Affiliate Agent Practice.
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  3. You will build an outward reaching system designed to provide mutually beneficial affiliations with local professionals and business owners, designed to grow your practice year-in and year-out.  These community affiliates are oriented to the nature of your practice, just as a client would be.  This is achieved through a financial orientation program, just like the one new and existing client’s will experience.

The 3 step plan in growing your practice:

1. 1. All prospects and clients will be organized in your contact management system deemed your “ABS Sales Management System”.



2. 2. Beyond the general collection of information being important in terms of maintaining a client’s overall financial portfolio / profile, an acute awareness of specific data will allow you to maintain effective communication and marketing of your ABS Affiliate Agent Practice.  


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3. Asset maturities, risk profiles, insurance needs, and the tracking of upcoming life changing event opportunities, will keep you professionally integrated in the lives of your clients and prospects.  This is accomplished via “The ABS Marketing/Communication Wizard”, bringing real life planning, protection, and value to your clients through:
1. a.
Personal Letters
b. Newsletters
c. Email
d. Financial re-orientation workshops
e. Specific Need/planning classes’ i.e. retirement planning, educational planning,  insurance planning, savings and/or investment planning, special needs planning, mortgage and refinance, tax-planning, general or specific affiliate introduction meetings.

The 3 step plan when meeting with clients:

1. 1. The Consumer Interest Questionnaire. 
   
   
When you and your prospect utilize the “The Consumer Interest Questionnaire”, you have a shared experience that enhances your relationship.   The questionnaire promotes straight forward, honest answers from your existing client or prospect. The questionnaire provides genuine insights, and uncovers real concerns, enabling meaningful conversation and action.  The Consumer Interest Questionnaire will provide the direction needed in considering the repositioning of assets.  This form will prove to be quite revealing, and provides a natural segway in reviewing the client/prospects current mix of assets.  This questionnaire is designed to forge a new relationship built on integrity.


2. 2. The Retirement Risk Analysis Report
   
   
 The Retirement Risk Analysis Report will indicate whether or not the client’s current mix of assets matches up with the results of “The Consumer Interest Questionnaire”.  Your client will simply be shown which assets bear stock market risk and which do not, via color coding, expressed as percentages, and by dollar amount.  This will lead to a meaningful discussion as to the level of interest in the repositioning of some, or all, of the client’s assets.  They may reposition their assets into safer products, or market sensitive investments better suited to matching the results of the questionnaire

Note* It’s all about enhancing your relationships with existing clients and instilling immediate rapport with prospects. The use of these two regimented forms encourages a shared experience.  You and your prospect agree that you have shared their concerns, and when presented with the proper solution, it is evident you have a shared conclusion.


1. 3. The ABS Advisory Software
   
   
The ABS Advisory Software will assist you in delivering clear, professional presentations, bringing clarity to the client, and making the decision process easier.  The ABS Advisory Software will be at your fingertips each and everyday, and will soon become a comfortable method of conveying and illustrating  concepts.