Financial, Insurance and Tax Professionals Are Now Able To Make Internet Marketing Work For Them
7 WAYS THE INTERNET WILL FINALLY PAY OFF FOR YOU!
It’s no secret that people in financial services are really lousy at marketing their businesses. They don’t like it. They don’t understand it. And they don’t have time for it.
The fact is you don’t need to become a marketing guru to attract new clients to your business. That’s a promise you’ve heard before. Many times. But you DO know that somehow you have to market your services.
If you’re not growing your business, you’re dying.
No More Steak Dinners!?
When I talk to financial professionals, and some have told me they spend up to $30,000 feeding prospects steak dinners that don’t convert to profitable business, it makes me mad enough to spit! I’m not a self-proclaimed marketing expert but I do know this…
Read More....
The College Planning Widget
Take Advantage of A Cash Crop That Renews Itself Each And Every Year!
[divider]
(continued from the other page)
…how to market and sell to parents of college bound students. That is one group of people who have never let me down. They have an immediate need and they always know other parents with kids going to college.
When it comes to educating their children parents are very concerned about how they will cope with the high cost of college. And they have assets, insurable needs, retirement funds and tax returns all needing coordination to achieve their goal.
These families are like a new cash crop that comes in year after year. With no droughts! I’ve been in this business for 22 years and college parents are not going away, no matter how expensive college gets. In fact, the higher the cost, the more AFFLUENT parents seek help. And that’s especially good news for you!
In my personal college funding practice I’ve seen many parents with millions of dollars in income and assets all with one thing on their minds: Wanting to save money on college.
Did you know that 97% of parents who send their children to college have their tax returns professionally prepared? But many don’t have an advisor helping them pay for college.
And 99% of the clients that come to me to mange the financial aid process came to me from financial advisors. In the past ten years 35,418 individual families have used our services. Financial advisors referred almost all of them.
[divider]
How An Actor Pitching Hemorrhoid Crème Became a College Cruise Director
Allow me to tell you a little story. In the mid 80’s I was a working actor in New York City. You’ve heard how tough it is to make a living as an actor? Well, contrary to popular belief, it’s not nearly that hard…if you know the secret! Of course, I had some talent but what got me lots of auditions was marketing. And lots of auditions got me jobs.
In the beginning I couldn’t land a fish let alone a paid acting gig. But one day I saw an ad in the trades with a promise that I could make it in show business by doing commercials. You know, selling stuff like hemorrhoid crème and tires.
So I took a gamble and spent $200 on a two-week course on how to make it in show business. There were three secrets they taught me.
[divider]
The 3 Secrets
1. How to communicate my message.
2. Being consistent in my approach.
3. Using the right tools to get job
Please bear with me I promise to connect the dots.
I contacted agents, casting directors and ad agencies using sequential marketing. What I did was make it easy for them to get to know me. When I’d show up to say “Hi” (known as “doing the rounds”) they acted as if they knew me.
It didn’t occur to me at the time, but they gave me a look of recognition. The reason was that for months I’d been sending them 8×10 black and white headshots of myself in clear plastic envelopes. Everyone else sent them in manila and the people they were addressed to tossed them in piles…mostly all unopened!
What I would do is one week I’d send my picture. Then the next week I’d follow up with a postcard. The following week I’d make phone calls. At the end of the month I’d leave my roach infested apartment and show up at agent’s offices asking for a job.
So in a couple of months, agents and casting directors who had seen my face on pictures and postcards started sending me out on auditions.
I started winning parts. As it turned out I tired of commercials and I figured out that I wasn’t ever going to be another Ryan Gossling or other big star. Besides I was in love with the girl I eventually married and New York was no place to raise a family on the kind of money an actor makes. So I pitched it and for five years went into radio as a wacky morning man.
[divider]
How An Ad in a Magazine Changed My Life
By then I had a small family and I needed a job where the people above me couldn’t mess with my income. I’d heard about being a “Financial Advisor” and I knew that some sales manager with an arbitrary management style couldn’t take my clients away. So, I got my Series 6 and insurance license and then it was the “Who do you know?” routine. We all know what a waste of time that is!
After about six months, having been ‘porched’ more than a few times, I was feeling sorry for myself. Then I came across an ad about making money selling investments and insurance using college as a marketing tool. I guess I was primed and ready because I was all in.
Just like enrolling in the show biz classes, I bought the system and actually started using it on Day 1. You see most people pay their money and put something like that on the shelf for six months and then claim it didn’t work. I knew that throwing money at a problem wouldn’t solve anything unless I took action.
[divider]
Maybe You’ve Been There
And since 1996 I’ve done all the marketing there was to do. Maybe like me you’ve bought student lists. Sent postcards with a toll free number so parents could call for a free report. Sent the reports with certificates for a free college funding consult.
From that I generated so much activity I had to get my retired parents involved! Then I’d send those reports again and again and again until they cried “UNCLE!”
I’ve licked and stamped envelopes until I thought I’d puke.
I’ve spent my kid’s college education on that black hole known as AdWords.
I’ve hired call centers (boy what idiots work there).
I’ve sent thousands of emails with all the cutsey subject lines and tested, tested and tested.
I’ve created websites that only the Google business directory could find.
I gave seminars and yes, sometimes I even fed the attendees pizza, salad and fruit (I was too cheap to give them steak).
But I never got as good a return as I did on the old sequential marketing.
And yes, I sold a ton of investments, annuities, insurance and mutual funds but it seemed my clients wanted their money the moment the market went down. I liked the college business but not the money part. So I parked my licenses and eventually they lapsed.
Besides, I had started a College Family Care Center and college advisors were sending me their clients to manage their financial aid applications and appeals. By not having the licenses anymore, there was no conflict of interest and my advisor clients were happy about that.
[divider]
Spend Time Making Money
It’s been said that you need five different methods of marketing your services. If one or two aren’t working you’ve still got the other three. But who has time to run five different marketing programs especially in today’s world of technology? Not me, that’s for sure. It’s too complicated. Don’t spend time fooling around with a technology you don’t have time to master.
But that doesn’t mean you give up. What it means is that you find tools that work the way they are supposed to and give you the time to do your job, which is MAKING MONEY.
What IF there was one thing out of all the marketing techniques that actually worked using the promise of the web with old school common sense? Suppose there were something so simple, so inexpensive, so attractive to prospects that you could forget about giving away steak dinners forever?
[divider]
The Bait Parents Will Strike Like A Hungry Predator
I’m not trying to be crass or funny. I’m not talking about ‘bait and switch’. Those that do that are crooks and I want nothing to do with them.
But if you were going out on a charter for a big game fish like Blue Marlin, you’d want to use the most attractive lure on the market. What I’m about to share with you is powerfully effective. I’m not going to say game-changing because even that doesn’t do it justice.
Plain and simple it blows every other marketing tool I’ve ever seen completely out of the water. Parents of college bound students, those with a high school junior or senior right now, would crawl over broken glass to be able to not go broke paying for college.
I make financial aid management software. I wish this magical tool were around ten, twenty or even two years ago. It would have changed my life. In fact, it’s doing that right now.
[divider]
Just In Case You Didn’t Read This On The Other Page Here It Is Again With All The Details.
My company, CTS, Inc. which creates financial aid management software for financial advisors and tax professionals, in collaboration with Collegiate Funding Solutions, is introducing a revolutionary lead generation solution for the Internet: The College Planning Widget
The College Planning Widget enables your college planning or tax preparation to deliver unsurpassed college-planning value to families with college-bound children and bring new revenue for your organization!
The widget can be used in countless ways for prospecting, to drive leads, new business and new revenue. Only limited by your imagination and initiative!
Think of all the applications for this in your business!
And if you’re a tax professional, you can attract new clients for your tax business because the financial aid formulas are income tax driven!
Here are just a few examples of ways your business can benefit from the widget:
- Insert it into your dashboard and use it to run college-planning reports
- Put it on your website as part of a lead generation strategy
- As part of an employee benefit program
- Made available to a third-party organization that has as its audience parents of college-bound children (schools, libraries, sports organizations, etc.)
- As the centerpiece of an Internet advertising campaign to drive new prospect leads.
- Promote it to seminar/webinar attendees as the action step, prior to meeting with you
- Use the widget to grow your email list, newsletter subscribers and prospect database
- Direct mail postcard to contact lists, offering access to your widget
The list goes on!
Use this demo version of the widget to see how amazingly-simple the widget is to use and just how much value it delivers! In this demo version, the input fields are pre-populated and the sample report, corresponding to the data submitted, will be opened. The sample report includes helpful commentary.
[divider]
Introductory pricing and license:
Branded widget – CFS will create a branded website with your unique widget.
There’s a one time non-refundable branded website setup fee: $299
Month-to-month branded widget license fee: $60
You can cancel at any time after the first month
This is an example of the Branded Widget
Purchase the Branded Widget License (PDF)
Standard widget – CFS will create your widget and send you the html code. You insert the html code where you want the widget to appear. You are responsible for implementing the widget.
One time non-refundable widget setup fee: $149
Month-to-month widget license fee: $40
You can cancel at any time after the first month
Purchase the Standard Widget License (PDF)
Call 208-639-1330 to learn more about how CFS’ API and widgets will help grow your business OR email us: Widget@collegetuitionsolutions.com
Or use the form below.
[divider]
Close
Don’t jump off the page until you take a few moments to think about this:
Parents with college bound students have a HUGE problem figuring out how to pay for it. Financial professionals of all types also have a problem: Differentiating themselves from their competition and growing their business with more affluent clients.
These parents have investments, insurance and retirement accounts that are going to be seriously compromised. They need someone to show them to safe harbor.
My company, CTS, Inc. which creates financial aid management software for financial advisors and tax professionals, in collaboration with Collegiate Funding Solutions, is introducing a revolutionary lead generation solution for the Internet: The College Planning Widget.
The College Planning Widget enables your college planning or tax preparation to deliver unsurpassed college-planning value to families with college-bound children and bring new revenue for your organization!
The widget can be used in countless ways for prospecting, to drive leads, new business and new revenue. Only limited by your imagination and initiative!
Think of all the applications for this in your business!
And if you’re a tax professional, you can attract new clients for your tax business because the financial aid formulas are income tax driven!
Here are just a few examples of ways your business can benefit from the widget:
Website
Put it on your website as part of a lead generation strategy
Dashboard
Insert it into your dashboard and use it to run college-planning reports
Employee
As part of an employee benefit program
Organization
Made available to a third-party organization that has as its audience parents of college-bound children (schools, libraries, sports organizations, etc.)
Campaign
As the centerpiece of an Internet advertising campaign to drive new prospect leads.
Promote
Promote it to seminar/webinar attendees as the action step, prior to meeting with you
Email
Use the widget to grow your email list, newsletter subscribers and prospect database
Mail
Direct mail postcard to contact lists, offering access to your widget
Demo College Planning Widget
Close
Give yourself the edge you need to separate yourself from your competition. Use The College Planning Widget to successfully put the power of the Internet to your advantage.
Click here for more about the College Planning Widget and contact and pricing information.
The College Planning Widget
Take Advantage of A Cash Crop That Renews Itself Each And Every Year!
[divider]
(continued from the other page)
…how to market and sell to parents of college bound students. That is one group of people who have never let me down. They have an immediate need and they always know other parents with kids going to college.
When it comes to educating their children parents are very concerned about how they will cope with the high cost of college. And they have assets, insurable needs, retirement funds and tax returns all needing coordination to achieve their goal.
These families are like a new cash crop that comes in year after year. With no droughts! I’ve been in this business for 22 years and college parents are not going away, no matter how expensive college gets. In fact, the higher the cost, the more AFFLUENT parents seek help. And that’s especially good news for you!
In my personal college funding practice I’ve seen many parents with millions of dollars in income and assets all with one thing on their minds: Wanting to save money on college.
Did you know that 97% of parents who send their children to college have their tax returns professionally prepared? But many don’t have an advisor helping them pay for college.
And 99% of the clients that come to me to mange the financial aid process came to me from financial advisors. In the past ten years 35,418 individual families have used our services. Financial advisors referred almost all of them.
[divider]
How An Actor Pitching Hemorrhoid Crème Became a College Cruise Director
Allow me to tell you a little story. In the mid 80’s I was a working actor in New York City. You’ve heard how tough it is to make a living as an actor? Well, contrary to popular belief, it’s not nearly that hard…if you know the secret! Of course, I had some talent but what got me lots of auditions was marketing. And lots of auditions got me jobs.
In the beginning I couldn’t land a fish let alone a paid acting gig. But one day I saw an ad in the trades with a promise that I could make it in show business by doing commercials. You know, selling stuff like hemorrhoid crème and tires.
So I took a gamble and spent $200 on a two-week course on how to make it in show business. There were three secrets they taught me.
[divider]
The 3 Secrets
1. How to communicate my message.
2. Being consistent in my approach.
3. Using the right tools to get job
Please bear with me I promise to connect the dots.
I contacted agents, casting directors and ad agencies using sequential marketing. What I did was make it easy for them to get to know me. When I’d show up to say “Hi” (known as “doing the rounds”) they acted as if they knew me.
It didn’t occur to me at the time, but they gave me a look of recognition. The reason was that for months I’d been sending them 8×10 black and white headshots of myself in clear plastic envelopes. Everyone else sent them in manila and the people they were addressed to tossed them in piles…mostly all unopened!
What I would do is one week I’d send my picture. Then the next week I’d follow up with a postcard. The following week I’d make phone calls. At the end of the month I’d leave my roach infested apartment and show up at agent’s offices asking for a job.
So in a couple of months, agents and casting directors who had seen my face on pictures and postcards started sending me out on auditions.
I started winning parts. As it turned out I tired of commercials and I figured out that I wasn’t ever going to be another Ryan Gossling or other big star. Besides I was in love with the girl I eventually married and New York was no place to raise a family on the kind of money an actor makes. So I pitched it and for five years went into radio as a wacky morning man.
[divider]
How An Ad in a Magazine Changed My Life
By then I had a small family and I needed a job where the people above me couldn’t mess with my income. I’d heard about being a “Financial Advisor” and I knew that some sales manager with an arbitrary management style couldn’t take my clients away. So, I got my Series 6 and insurance license and then it was the “Who do you know?” routine. We all know what a waste of time that is!
After about six months, having been ‘porched’ more than a few times, I was feeling sorry for myself. Then I came across an ad about making money selling investments and insurance using college as a marketing tool. I guess I was primed and ready because I was all in.
Just like enrolling in the show biz classes, I bought the system and actually started using it on Day 1. You see most people pay their money and put something like that on the shelf for six months and then claim it didn’t work. I knew that throwing money at a problem wouldn’t solve anything unless I took action.
[divider]
Maybe You’ve Been There
And since 1996 I’ve done all the marketing there was to do. Maybe like me you’ve bought student lists. Sent postcards with a toll free number so parents could call for a free report. Sent the reports with certificates for a free college funding consult.
From that I generated so much activity I had to get my retired parents involved! Then I’d send those reports again and again and again until they cried “UNCLE!”
I’ve licked and stamped envelopes until I thought I’d puke.
I’ve spent my kid’s college education on that black hole known as AdWords.
I’ve hired call centers (boy what idiots work there).
I’ve sent thousands of emails with all the cutsey subject lines and tested, tested and tested.
I’ve created websites that only the Google business directory could find.
I gave seminars and yes, sometimes I even fed the attendees pizza, salad and fruit (I was too cheap to give them steak).
But I never got as good a return as I did on the old sequential marketing.
And yes, I sold a ton of investments, annuities, insurance and mutual funds but it seemed my clients wanted their money the moment the market went down. I liked the college business but not the money part. So I parked my licenses and eventually they lapsed.
Besides, I had started a College Family Care Center and college advisors were sending me their clients to manage their financial aid applications and appeals. By not having the licenses anymore, there was no conflict of interest and my advisor clients were happy about that.
[divider]
Spend Time Making Money
It’s been said that you need five different methods of marketing your services. If one or two aren’t working you’ve still got the other three. But who has time to run five different marketing programs especially in today’s world of technology? Not me, that’s for sure. It’s too complicated. Don’t spend time fooling around with a technology you don’t have time to master.
But that doesn’t mean you give up. What it means is that you find tools that work the way they are supposed to and give you the time to do your job, which is MAKING MONEY.
What IF there was one thing out of all the marketing techniques that actually worked using the promise of the web with old school common sense? Suppose there were something so simple, so inexpensive, so attractive to prospects that you could forget about giving away steak dinners forever?
[divider]
The Bait Parents Will Strike Like A Hungry Predator
I’m not trying to be crass or funny. I’m not talking about ‘bait and switch’. Those that do that are crooks and I want nothing to do with them.
But if you were going out on a charter for a big game fish like Blue Marlin, you’d want to use the most attractive lure on the market. What I’m about to share with you is powerfully effective. I’m not going to say game-changing because even that doesn’t do it justice.
Plain and simple it blows every other marketing tool I’ve ever seen completely out of the water. Parents of college bound students, those with a high school junior or senior right now, would crawl over broken glass to be able to not go broke paying for college.
I make financial aid management software. I wish this magical tool were around ten, twenty or even two years ago. It would have changed my life. In fact, it’s doing that right now.
[divider]
Just In Case You Didn’t Read This On The Other Page Here It Is Again With All The Details.
My company, CTS, Inc. which creates financial aid management software for financial advisors and tax professionals, in collaboration with Collegiate Funding Solutions, is introducing a revolutionary lead generation solution for the Internet: The College Planning Widget
The College Planning Widget enables your college planning or tax preparation to deliver unsurpassed college-planning value to families with college-bound children and bring new revenue for your organization!
The widget can be used in countless ways for prospecting, to drive leads, new business and new revenue. Only limited by your imagination and initiative!
Think of all the applications for this in your business!
And if you’re a tax professional, you can attract new clients for your tax business because the financial aid formulas are income tax driven!
Here are just a few examples of ways your business can benefit from the widget:
- Insert it into your dashboard and use it to run college-planning reports
- Put it on your website as part of a lead generation strategy
- As part of an employee benefit program
- Made available to a third-party organization that has as its audience parents of college-bound children (schools, libraries, sports organizations, etc.)
- As the centerpiece of an Internet advertising campaign to drive new prospect leads.
- Promote it to seminar/webinar attendees as the action step, prior to meeting with you
- Use the widget to grow your email list, newsletter subscribers and prospect database
- Direct mail postcard to contact lists, offering access to your widget
The list goes on!
Use this demo version of the widget to see how amazingly-simple the widget is to use and just how much value it delivers! In this demo version, the input fields are pre-populated and the sample report, corresponding to the data submitted, will be opened. The sample report includes helpful commentary.
[divider]
Introductory pricing and license:
Branded widget – CFS will create a branded website with your unique widget.
There’s a one time non-refundable branded website setup fee: $299
Month-to-month branded widget license fee: $60
You can cancel at any time after the first month
This is an example of the Branded Widget
Purchase the Branded Widget License (PDF)
Standard widget – CFS will create your widget and send you the html code. You insert the html code where you want the widget to appear. You are responsible for implementing the widget.
One time non-refundable widget setup fee: $149
Month-to-month widget license fee: $40
You can cancel at any time after the first month
Purchase the Standard Widget License (PDF)
Call 208-639-1330 to learn more about how CFS’ API and widgets will help grow your business OR email us: Widget@collegetuitionsolutions.com
Or use the form below.
[divider]
Close
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