Interview with a Retirement Planner – Part 4

Ever wonder what you should know before calling on a local retirement planner? Wonder no more! In this session:

  • What makes your business better than your competitors’?
  • How many locations do you operate and do you plan to expand your business in the near future?
  • How far away do most of your customers live or work?
  • What are one or two things that your customers should know about you but don’t seem to?
  • What should media reps know about your business when they first contact you?
  • What is the best time for a media rep to speak with you about making an advertising investment?

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Interview with a Retirement Planner – Part 3

Ever wonder what you should know before calling on a local retirement planner? Wonder no more! In this session:

  • What products or services are most profitable to you?
  • How many paying customers do you need coming through your doors every day?
  • Does driving more traffic to your website mean that you will sell more products and services?
  • Discuss the importance of both new and repeat customers to your long-term success.
  • How many hours do you work per week and what do you do during that time?
  • What are one or two things that get in your way of being more successful?

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Interview with a Retirement Planner – Part 2

Ever wonder what you should know before calling on a local retirement planner?  Wonder no more!  In this session:

  • What products or services are most profitable to you?
  • How many paying customers do you need coming through your doors each day?
  • Does driving more traffic to your website mean that you will sell more?
  • Describe the importance of both new and repeat customers to your long term success.
  • How many hours do per week you personally work and what do you do in that time?

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Interview with a Retirement Planner – Part 1

Ever wonder what you should know before calling on a local retirement planner?  Wonder no more!  In this session:

  • What does your ideal customer look like?
  • Is retirement planning only reserved for the wealthy?
  • What types of traditional advertising do you do and what seems to work best for you?
  • Have you ever tried advertising that did not work as you had hoped?  Describe that experience.
  • Why do people say they work with you?

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