A quick way to generate leads, appointments and salesArticle added by Lew Nason RFC, LUTCF on July 25, 2011
Lew Nason

Lew Nason RFC, LUTCF

Dallas, GA

Joined: October 13, 2006

My Company

Would you like a simple, quick, non-threatening way to let people know about what you do and the services you provide? How about sending them a simple, one-page heart felt letter. Not a sales letter.

Do you honestly feel and believe that you are really helping people?

Are you focused on making a positive difference in people's lives, instead of just making a sale?

Then who are the first people you should be helping?

Do you want your friends, family, neighbors, clients and prospects to call you when they have a problem, need your help or advice, or do you want them to call your competition down the street?

Who is going to take better care of them, you or a stranger?

Why would your friends, family, neighbors, clients and prospects call you, if they don't know what you do, or how you can help them?

Would you like a simple, quick, non-threatening way to let these people know about what you do and the services you provide? How about sending them a simple, one-page heart felt letter. Not a sales letter.

Send them a letter that tells them that you are in the financial services business, what your specialties are and how you are helping people and families to improve their financial lives. The letter says to call you if they need help, have questions or want a second opinion. Here is a quick example:

Dear Chris:
A while ago, one of my dear friends got very upset with me because I never let them know that I was available and could help him and his family with all of their insurance and financial matters. It dawned upon me, at that moment, that I had failed to let the people I care about most, to know about the work I do, and the services I provide.

Accordingly, here are a few ideas that many of my clients have found of value:
  • How you can reap the upside potential of the stock market, without the downside risk.

  • How to maximize your tax-free retirement income with no government limits on how much you can contribute right now.

  • How to pay-off your home 5-10 years early, without taking any additional money out of your pockets.

  • The secret to maximizing your retirement benefits: what your accountant isn’t telling you.
I want you to know that if you have any questions, want a second opinion or if I can be of assistance to you in any way, please do not hesitate to give me a call.
Yours truly,
P.S. With your permission, I will be sending you my monthly newsletter.

You'll notice this is not a sales letter. It does not say you are going to call them for a free consultation, or you are going to invite them to your upcoming free educational workshop. It does not ask them to do anything. It just tells them a little about what you do, and that you are there if they need or want your help.

Now the key is to follow up. You have to keep reminding them that you are there, what you do and how you can help them. The best way to do that is with your monthly newsletter. By sending everyone you know your monthly newsletter you'll soon become the local expert in their eyes. Now you can offer your free report and educational workshops, with your newsletter, to get people to call you.

You will get a better response, because these people will feel they already know and can trust you. And, because you are staying in touch with everyone and reminding them of what you do, you'll get more calls from the people in your local community, more sales from your clients, friends and family ... and many more referrals.

Starting right now, send everyone you know a heart felt letter, and then follow up with your newsletter (to your friends, family, neighbors, clients and prospects). It's an important key to your short-term success. But, what's even more important, it's a critical key to your long-term success.

You'll be amazed at the results.
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