Client Services

How to Create, Personalize and Print and Send Your Booklets 15

• How to create and personalize booklets
• How to Print Your Booklets
• Your envelope for the booklet
• Print website address in booklets
• Booklet formatting - bullet points

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Ebooklets--how to send 3

• Two ways to send an electronic copy of your booklets (ebooklet)
• Can I post the booklet and the newsletter on my web site?
• booklet autosend feature

Compliance Issues with Using Booklets 6

• Compliance - Three Options
• Modify or customize text of booklets
• use of booklets and copyright
• other agents with your company
• Sample Booklets

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Modify Booklets 3

• If your BD requires you to modify the booklet content
• change booklet size to 8.5 x 5.5" format
• booklet cover design

Purpose of booklets 1

• Purpose orf booklets

Credit Policy 10

• How to Request Credits
• How to Track Your Credits
• Rules for Credit Replacement
• Other Issues about Credits - closed accounts, refunds, etc
• Lead credits and refunds - closed account

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what is the difference between credits granted and removed 2

• credits granted
• Credit vs Unassign

Leads that do not qualify for credits 2

• Leads that do not qualify for credits
• Prosect say they did not request the informaiton

credits vs prospects remaining 1

• Credits vs Prospects Remaining

Changes to prospect types,radius, central zip code 6

• Changes that can only be made 1st and 3rd Thursday of the Month
• Acount Changes that can be made oter then the first or third Thursday
• Radius limit
• FW: Zip Code Specific Leads
• Retirees and Pre-Retiree Lead Types

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Account changes that you can make anytime 1

• You can make these changes at ANY time (no need to wait until first or third thursday)

How to Reduce the Number of Leads you Receive 5

• Six Ways to Reduce or Stop Lead Flow
• How do you eliminate zip codes
• Our software has built-in leadflow controls
• what's the most number of leads I can get?
• When will my leads start

How to Increase the Number of leads you Receive 2

• Options to Increase Leads
• Population Density and Radius

How to get a specific number of leads per month 2

• The software does not have settings for the following
• Set specific number of leads per month

radius limitations 2

• radius limitations
• Auto Radius Reduction

Radius reduction - too many leads 1

• how to reduce advisor radius

Why was my radius reduced? 1

• Why Has My Radius Been Reduced?

When Will My Leads Start 1

• When Will My Leads Start?

Overview 8

• Extensive Guide to Follow UP
• FW: You have a new prospect - how to separate emails that advisor and assistant receive
• Follow up Steps
• Short Follow Up Video
• Follow up on old leads

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Handle These Objections 1

• Audio responses to common objections

Follow Up emails 1

• Use follow up- emails if you don't contact by phone

Should I call before mailing booklet? 3

• Best time to call the prospect
• Financial Analysis Leads
• call before booklet

How we get prospects 1

• Where we get prospects - see Internet ads

Access These in the first 72 hours 3

• Training Videos and Initiation Webinar
• social security consulting
• Initiation webinar

Advice from Other Advisors 2

• Listen to this advice from other advisors/agents
• Expected Results - what is realistic

How Your Credit Card is charged 6

• Free Leads
• Billing Policy
• credit card
• Non-payment and collections
• Why am I receiving a bill for unpaid leads?

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How to Get Free Leads 1

• Free leads

non-payments aND COLLECTIONS 0

Cannot Get People on The Phone 1

• Ways to get People on the Phone

People Say They Ordered the Booklet - Thought they Might Win Something 1

• People who thought they might win something

Prospect says They Did Not Order the Information 1

• Prospect says they did not order the info - this is never true and how to solve

How to Contact Client Services 1

• How to contact client services

Compliance Regarding Ads 4

• Compliance regarding Ads
• Download booklets, advisor wants to See booklets
• download booklets
• privacy policy

Compliance Regarding Booklets 2

• Booklet compliance
• Names or List of other reps or agents at my firm

Are leads scrubbed against the do not call list 1

• Do Not Call List

Lead Quality Issues 2

• How to respond to issues about "prospect did not request" or "prospect was too young"
• Lead source codes

Prospects that are too young 2

• prospects too young
• Birth date or birth year

prospects say they did not order 3

• how it happens that people forget completing the form and will even insist they did not
• how to deal with people who forget they completed the form
• prospect too young

Freshness of leads 1

• If advisor complains about freshness or legitimacy of leads

Prospect Complaints 2

• prospect does not remember, prospect too young
• proof that every leads is legitimate

Lead Exclusivity 1

• Leads Guaranteed Exclusive

Solutions to issues using the software or the automation of our service 8

• Email Notification of leads - do not rely on that
• how to hide or unhide prowspects in the "view prospect" view
• Suspended account - cannot access my account
• CRM or Export
• remove prospect from the autoresponder

View all 8

Prospects 1

• Hide / Unhide Prospects

Managing your account - the different features and controls 5

• Pause and Cancellation
• Pause days all used up
• change user id or password
• access to my account
• making changes during pause

Company information 2

• Come to your office, office address
• Phone Support