MB Marketing Inc  
Works exclusively with Financial Advisors  
The Bellis Method Financial Advisor Coaching
        THE MATTHEW BELLIS WARM INTRODUCTION MARKETING METHOD™

 

Marie Swift and Matt Bellis Financial Advisor Webinar

Marie Swifts's Interview with
Matt
 
 
 
 MB Marketing Inc. The Bellis Method - Coaching for Financial Advisors
 
 

The Bellis Methodtm
Goal / Objective

Advisors speak to at least one new qualified warm prospect every week or so... on an ongoing basis.

Overview
    1. You can have appointments with Warm Qualified Prospects on a regular basis for the remainder of your career.
    2. These prospects will be introduced to you by your best clients. The initial call with the prospect will be a warm call… they will know your name, who you are and will be expecting your call.
    3. The new qualified clients you develop will introduce you to their qualified family, friends and coworkers.

Guiding Assumptions
    1. Most Advisors believe that the ideal market is the preretirement / retirement market.
    2. This market is huge and consists of 65 – 80 million baby boomers who will retire soon. In addition, there are millions of individuals already retired.
    3. This market is uneducated or under educated about financial and / or retirement matters.
    4.This market, though they may have a Financial Advisor, do not trust the industry and Advisors in general.

The Problem

Believe it or not, in a market of greater than 60 – 80 million boomers and retirees, Financial Advisors are Activity Challenged… they are unable to get in front of qualified warm prospects on a regular basis.



30 second survey for financial advisors
If you would like a free 1 hour consultation with Matthew Bellis, please complete the 5 question 30 second survey. Be sure to complete question 5.

 

The Solution
    1. Effective marketing training – sales and marketing are two separate disciplines. Advisors get a lot of effective product and sales training but very little effective marketing training.
    2. Building a marketing brand around - the way the market thinks NOT the way we want the market to think.
    3. Understanding that the market wants a giver not a taker. The market is looking for a guide and a teacher and not another salesman.
    4. Understanding that most of the market sees the financial industry and Advisors as takers… as salesmen.
    5. Understanding that you must have a marketing STORY with a theme that is subtle and will allow the market to draw its own conclusions. Perhaps you are a giver and not a taker. Perhaps you are different from everybody else. Perhaps you are worth listening to for a while.
    6. Building your business from the inside out. Your best Centers of Influence are your best clients – the top 20% of your client book. These clients already believe in you. After all, they trust you with their money. They must know your STORY to become your advocates and introduce you to their qualified friends, family and coworkers. They will set up the introduction so that you have an appointment for the call and the qualified prospect knows who you are and has agreed to the call.

 
MB Marketing Inc The Bellis Method Coaching for Financial Advisors

I Can Help You If…
    1. You have over 5 years of experience and are making a reasonable income.
    2. You can teach not just sell.
    3. You have the will to succeed while being very coachable.

 

 
Matt’s Marketing Tip…

DON'T TRY TO CHANGE SOMEONE'S WORLDVIEW

"Smart marketers don't try to change someone's view of the world... they don't try to use facts to prove their case and to insist that people change their fundamental thinking. Instead, smart marketers identify the worldview of a market and frame their story in terms of that worldview".(1)

 

 

(1) Godin, Seth, All Marketers Are Liars: The Power of Telling Authentic Stories in a Low-Trust World. (2005)