ABS Affiliate

We all know that many advisors are already very successful.  

Just the same, many independent agents and advisors are constantly looking for a better approach to their business model. Consider that your success may stem from the constant sense of urgency you exhibit in always searching for new clients, and/ or your ability to increase your business with existing clients.  Many advisors are placing tremendous pressure on themselves and their families. This kind of pressure leads advisors to say to themselves, -“There has got to be a better way to grow my practice”.  Consider that the ideal practice would apply a sense of urgency, but in an organized fashion, which one can replicate.  Such a methodology would allow you to grow your practice, yet provide you time to think, and time to plan.  Some entrepreneurs often reach a point where it may become difficult to move ahead.

Some entrepreneurs often reach a point where it may become difficult to move ahead, where they may become paralyzed by the work flow, and/or  the service level required to maintain their current clientele.
  In terms of prospecting for new business, service, or communication, the organization of data in the ABS Affiliate Practice, in conjunction with the data mining system and the marketing wizard, will enable the advisor to do much more with the same amount of time, growing their business in the process.Perhaps your practice is booming!  But, to date, you may not have been able to transform your visions of success into reality.  You may be thinking about your ability to someday sell, and receive a good value for your life’s’ work. The ABS Affiliate Practice could provide you the exit strategy you have been contemplating, a franchise concept which you own outright, which you can then sell when the time comes. 



















ABS - Agent Affiliate Practice:

"A Franchise Concept"

ABS has created “The ABS Affiliate Practice”: -The career system for the independent advisor”.  The ABS Affiliate Agent Practice will keep advisors on a track for success, always growing their own brand, always growing their own business. Qualified agents will receive a professional, interactive, customized web site, and much more. Your brand -your image, will be on display for all of your clients and prospects to see. All of the financial services you make available will be presented here. We are only successful, if you are successful, and ABS is prepared to help you create and maintain your own brand, year after year. 

Financial Advisors are entrepreneurs representing the spirit of America.  When you stop and think about it, they truly serve and protect the people who live in their communities, insuring families through life insurance, and protecting retirement nest eggs with guaranteed savings products.  However, ask yourself these questions;

  • • Do all of the people you know, know what you do?

  • • Do the people in your neighborhood, your town, your community know what you do?
     

  • • Or, do these people simply “believe you to be in financial services of some sort”?
     
  • • Do they think you’re in the insurance business?
     

  • • Do they think you’re a “stock broker”?
     

  • • Do they just assume “you work for an insurance company”?
     
  • • Do you see the problem? 

  • • Why would any of these people call you if they really don’t know what you do? 


    You may be able to really help these people, but they will never ask for your help if they don’t know who you are or what services you provide, and/or if you do not maintain a professional image.  If they meet with you, and the tools at your disposal provide you with the ability to present concepts, or financial products, clearly and professionally, they may decide to work with you and become a client!  The bottom line is people need to know who you are and what you do and they must believe you to be professional and honest, -they must trust you!

    They will call you!

    The ABS Affiliate Agent Practice
    will brand you in your community, so when people retire they will call you.  When they change jobs and need information on rolling over their 401-k, they will call you.  When they need to arrange the financial affairs of their elder parents, they will call you.  When they realize they need help planning for retirement, they will call you.  When they get their financial account statements, after being afraid to open them for months, they will call you.  When they realize the importance of life insurance after a family member or friend passes away, they will call you.  When they receive a statement from the bank, showing the CD rate of interest they feel is too low,
  • they will call you.  When they get information from you, a letter, an email, an invitation to a workshop, a financial re-orientation program, or a warning about a particular financial concern, they will call you.  When you alert them to the possibility that they could be saving thousands of dollars a year, by changing a variable or two in their lives, they will call you.  A newsletter can go out to your entire list of clients, friends, family, and prospects. But these people may not call you if you do not make a change to make all of this possible.