Attention Financial Advisors...

Finally a Proven, Implemented, and Guaranteed Way to Get More Clients, Gather Assets, and Become Known as an Expert in your City

Yes, You can Give a Living Trust Seminar in your City in just 30 days...Even if you've never done a seminar before!

Dear Advisor,

Hello. My name is Richard Emmons and I help financial advisors expand their practices through systematic, proven and effective marketing programs. Since 2006, I've helped advisors use Living Trust seminars to expand their practices.

In my experience, estate planning seminars are the best way to consistently, predictably and repeatedly get in front of people with assets and turn them into clients. The Family Living Trust "Seminar in a Box"...

• Gets you in front of individuals and couples with assets who know they need estate planning
• Lets you lead an estate planning seminar where you build chemistry with the audience and establish your estate planning expertise
• Gets your attendees to sign up for a free consultation. You'll lead the effort in their estate planning process. Normally the assets will follow as you build chemistry and gain their trust

You team up with an estate planning attorney who assists you with the seminar, answers all legal questions, and prepares the trust documents. You host the seminar, lead the estate planning process, and assist in the trust funding process. During this process you build a relationship with the attendees and convert them into your clients.

Do you need to deliver the actual presentation? 

No, you choose how much of the seminar you want to deliver. You have 3 main approaches:

1. The attorney delivers the presentation while the advisor does the introduction and answers planning and investment questions.
2. The advisor leads the presentation and lets the attorney present the information on living trusts.
3. The advisor does the entire presentation while the attorney answers any legal questions.

All 3 approaches result in 80% or more of the buying units signing up for an initial consultation. Why? Because the attendees understand their problem and see you as the solution provider. Advisors delivering most or all of the presentation do better than approach #1 simply because they have more face time with the attendees.

So you can start out letting the attorney do most of the presentation. Or you can do it yourself and just read the presentation from the full transcript provided to you. Either way the attendees get fed great information and are primed to take action!

Wondering about your return on investment? 

Good question. Let's take a look at how the numbers work for a "double seminar" (holding lunch & dinner seminars on same day)

I recommend the attorney pay half the seminar costs. He gets 10 trusts at $1,500 apiece or $15,000 in legal fees against his $1,500 in seminar costs. He gets a 10:1 marketing return on investment. Of course, your MROI doubles in this example.

One advisor recently sent me the actual results of his initial seminars:

Let me tell you about the "Estate Planning Simplified" presentation...

This easy-to-present and engaging PowerPoint presentation can be given in just 80 minutes. Your seminar attendees will likely know more about estate planning than most attorneys. The attendees also learn why revocable trust planning far surpasses estate planning based on wills and joint tenancy for most people.

The attendees learn this by watching Tom & Carol live their lives twice and do it the right way and the wrong way. So the attendees learn from Tom & Carol's mistakes. And how you can solve and prevent their estate planning mistakes.

Most important is that the attendees see you as the estate planning expert. Someone who has taught them things which their existing advisor, planner or CPA forgot to mention.

What Does the "Seminar in a Box™" Include?

You get everything you need to get ready for your first Estate Planning Seminar.

• Implementation Manual. This manual includes everything you'll need to get ready for your first Family Living Trust Seminar including how to select your attorney, choosing your seminar location, forms, inviations, ad mockups and much, much more!

• Presentation Training Video. You'll listen to an advisor give his presentation while watching the PowerPoint slides on your PC or Mac. You can follow along with the transcript and take notes as you go.

• Presentation Training Audio. You'll internalize the presentation and begin making it your own as you listen to it in your car or on your iPod.

• Presentation Binder. You'll bring this binder to the podium. You'll refer to the PowerPoint Presentation transcript as much as you want.

• Resources CD. This CD is loaded with audio training MP3's, forms, ad mockups, press release, direct mail flyer, seminar evaluation form, and many other helpful resources. All provided to help you before, during and following your seminars.

• Closing Techniques CD. This disk trains you to get attendees to complete an evaluation, sign up for the initial consult, and ultimately how to gather more assets under management.

• Fast Start Implementation. You won't be left with a pile of disks and a long "To Do" list. We'll help you get your system implemented quickly and completely so you can hold your first seminar in no time at all. Read on for more details....

Fast Start Implementation...

With Reality Marketing’s “Fast Start Implementation” program, you focus on learning your presentation while we customize the presentation for your practice and create your invitations. Normally $497, this "done-for-you" customization work includes:

• Customizing the PowerPoint presentation with your bio, headshot and other changes related to your state's estate tax laws.
• Edited headshot for the ads, flyers and presentation
• Contacting your local newspaper to determine the size of your ad
• Layout your ad according to the newspaper's requirements
• Provide newspaper ad drafts for submission to compliance; edit to suit.
• You'll be provided with your newspaper ad rep's name, email and phone number along with the ad insertion order to place the ad
• Designing a custom flyer invitation to mail to your clients (PDF format)
• Doing direct mail? We’ll design your postcard. Just let us know what size.
• System updates when the federal estate tax laws change.
• Most importantly, you'll have unlimited telephone support for 90 days to get your questions answered during the implementation process.

I can only help so many advisors per month. The first three advisors per month get the Fast Start Implementation program at no additional cost.

Now you can position yourself as your city's expert in the area of estate planning and living trusts. And the Family Living Trust Seminar-in-a-Box can get you there in just 30 days.

"Sounds great...how much?"

Your investment in the Family Living Trust Seminar in a Box™ is just $1497 plus $250 license renewal beginning in one year.

At your option, you can choose to license your local newspaper for $49 per month. This keeps other financial advisors from advertising this seminar system in your newspaper. This includes "Invitations for Life" which means we'll update your newspaper ad along with your flyers and postcards. No need to hire a graphic designer. Or tie up someone in your office.

Now is the time to get started...

You'll find estate planning seminars to be a great way to become better known in your city, meet lots of qualified prospects, and grow your assets under management.

The system includes proven advertisements to get people to the seminar as well as tools to get them to the initial consult. And training to convert attendees from interested in a trust to an attorney's client and finally your planning clients. 

Remember that you'll work side-by-side with a local attorney on all the legal aspects. And our system guides you through the process of promoting, preparing for and delivering your own estate planning seminars.

I urge you to review the Family Living Trust Seminar-in-a-Box closely and contact us with your questions. Then click here to reserve your copy.

My best,

P.S. Questions? Give me a call today. I'd be happy to tell you more about how living trust seminars can grow your practice.

Please click here to reserve your copy