J. W. - Florida
 "My “big break” came in 2008 when I became aware of a different and unique approach for generating activity, a “warm marketing” approach from a guy named Matt Bellis. One person at my broker/dealer had been working with Bellis and was successfully building his business, bucking the industry trends. When I asked the rep about Bellis and he told me about Bellis’ ideas and concepts, my first reaction was to say that there was nothing new here – nothing I didn’t already know. I’ll never forget what the rep said to me: “When I first heard about Bellis I felt the same as you. Nothing new here. Trust me and be open-minded, you might not know everything you think you know.” So, I decided to check it out. I called Matt Bellis, liked what I heard, made a decision to sign on and the rest is history. I am now more excited than ever about my ability to generate prospects and accelerate my business growth in a more cost-effective manner than I had ever imagined."
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"Compared to seminars costing me thousands and producing so-so results I have an approach that is producing significant results and costing me next to nothing! Several things have happened since I started working with Matt Bellis: |
| • I have something to talk about that is unique and that I am truly excited about. My excitement comes across. |
| • Clients perceive this to be a very valuable and generous public service |
| • I am talking this up and asking for clients’ assistance in a way I was never comfortable to do before now |
| • “Coincidentally” I am also now getting more qualified introductions to new prospects than I ever have before – many more. I am changing my clients’ way of thinking, making them more aware of and thinking about introductions and even referrals than in the past, and by far |
| • I am attracting new business and with quality people with traits similar to that of my best clients (since they are brought by my best clients it goes to show that this is a fabulous way to replicate my best clients) |
| • It’s amazing…. We’ve always been told to try to duplicate the top 20% of our business. For me and me and most Advisors I speak to it’s been very difficult. Since working with Bellis it’s become very easy." |
L. A. - Iowa
“Everyone in this business knows that the best referrals come from current satisfied clients—that concept is not new. However, before working with Bellis I could do great work for great clients and sometimes I felt like I was pulling teeth just to get them to think of a few folks they could refer me to.
Below are the things that made this process NEW for me.
• All of my clients agree to introduce me to five of their friends, family, or co-workers before we meet for the second appointment.
• My clients call me and let me know that I have permission to call their friends and they let me know the best time to call them and the best phone number.
• Frequently on client reviews, my clients begin the appointment with the name of another family or friend or co-worker that would like me to call them.
• My clients truly are “my partners” and understand that their friends and family need to be introduced to me and to my Retirement Resource Center.
Would I do it again?
Yes. I may be from a small town in Iowa, but I am not stupid.
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J. J. - Kentucky
I knew Matt was different when I first talked to him because he spent an hour talking to me about "my business", not "his program". Our work together has literally changed my business, and my life.
I've always wanted my clients to see me as an educator, not a "salesperson". But while educating families was gratifying, growing a business was difficult. Fortunately, I was introduced to Matt Bellis. Matt taught me a "Warm Introduction" marketing system that fit my business model. He helped me identify a target market---- families near retirement or already retired. He coached me through the process of identifying clients that I could count on to help me open new qualified client relationships because they believe in my mission. The "Retirement Resource Center" is my vision of a unique educational service to help families transition into retirement and with Matt's help it has become a reality.
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