Abundant Income

Who This Is For?

• Independent Financial Advisors
• Life/Annuity Professionals
• Passionate about serving their clients
• Want more income and more time with their family.
• Those looking for a successful business model to duplicate

In The Next 45 Minutes...

• How to create multiple streams of prospects.
• How to triple the income you now generate per new client
• How to get 80-100 clients referrals per year
• So...you can make more money and work less!

My Promise To You...
Step by step strategies that
will help you grow your
business, eliminate stress, and make your family proud

House Rules

• Keep an open mind
• This is not get rich quick
• It will take some time and study
• It is simple but requires determination
• Understanding that you can't continue on your same path and yet make more money

Not all members will experience the same results. the people you are about to learn about are not special and in some cases rookies. However, they worked hard, followed my teaching and EARNED the results I will share with you. Your success or lack thereof is totally up to you!

Does This Sound Like You?

• You' seem to be on a roller coaster of income.
• You're spending money but getting poor results.
• You have a lot to offer but just can't get enough leads.
• You're doing the best you can but are getting a bit frustrated and burned out.
• Your IMO provides help but no one to help you implement what they offer.
• You feel like their is an invisible ceiling on your income.

The Real Problem?

Once You Make Them...

• You will earn more income and work less hours
• You will no longer NEED to make a sale.
• You will never again worry about cash flow or income.
• You will have complete control over who you work with and the size of your income.
• You 'll be happier and look forward to getting up in the morning

Who Is Curt Whipple?

My Family

Discovering The "Five Shifts"

I've Refined the 5 Shifts"

• Shortened the time it takes to months not years.
• Help Advisors go from 10-15 k per month to 50-150k per month

The "5 Shifts"

SHIFT #1

SHIFT #1

A 7-FIGURE MINDSET AND SELF IMAGE

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• Your mindset is costing you your ideal income.
• Hundreds of prospects are lost by this problem
• It is just as hard for your attitude and outlook on life to reflect anything other than what you are telling yourself and feeding your mind.

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• Whether you believe it or not, you act based on your self-image.
• When I sold my first $10,000 client
• When you lose just one case a month for 12 months, that is $100,000 and over the next 10 years amounts to $1 million dollars

Once you solve your mindset...

• You will learn to turn you THOUGHTS into ACTION and your action into RESULTS
• You will break through to income levels you never before thought possible.

Case Study

Case Study

SHIFT #2

GETTING MULTIPLE STREAMS OF PROSPECTS

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• You are losing dozens of clients because of your prospecting methods.
• Struggling advisors get most of their leads from one main source of marketing.
• What happens when that one source dries up due to un-forseen circumstances?

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• If you don't figure out how to get leads from multiple sources at the same time, you will always have a ceiling on your income.
• If you don't try something new, 1, 5, and 10 years from now you will be in the same spot...stills struggling to find leads.
• When you learn to create multiple streams of leads you will soar to new levels that will give your family everything you could dream of.

CASE STUDY

SHIFT #3

USING YOUR SECRET WEAPON

USING YOUR SECRET WEAPON

• Most likely your webinars and seminars are boring.
• When you get an appointment with only 25% of the attendees you are losing at least 50% of those who may have wanted an appointment.
• That could mean losing 5 prospects/mo. and 60 over a year.

USING YOUR SECRET WEAPON

• Once you make the shift, you will give presentations that will have people shouting "Why has no one ever taught me this before"!
• You will conduct webinars where people book appointments and show up!
• Prospects will be begging you to help them and book 60%-80% of attendees.

CASE STUDY

News Headlines here

Nightmare Around the Corner For You?

Getting It Wrong...

• No roadmap to follow
• No guidance but would love some.
• No consistent lead flow.
• Confused and struggling
• You feel your income is capped.
• You are losing the battle and you know it.

Getting It Right...

• Your calendar is full of appointments.You're closing 60-80% of appointments
• You're closing 60-80% of appointmentsYou never again feel that you have to make the sale.
• You never again feel that you have to make the sale.
• You earn at least $500,000 to $1 million dollars of income
• You have no debt and are financially free
• You never again do paperwork yourself.

CASE Study

How Advisors Are Trying...

Why It's A Waste Of Time

• Seminars/Buying Leads
• Cross your fingers marketing
• Using long and confusing presentations
• Webinars with few showing up and even less booking appointments

CASE Study

CASE Study

CASE Study

Seminars/Webinars With Hooks...

• My first seminar generated $250,000 up front and over $2 million over time.
• Many IMO's/FMO's offer boring presentations filled with content but nothing that shakes up the audience to set an appointment
• You only need one good presentation to get rich and then you simply rinse and repeat.

So, Now We Know...

• You must operate with a great mindset and self image, attract multiple streams of prospects, a presentation that stirs up the prospect to take action
• You will learn this one step at a time and only then move on to step #2
• You will get this and will be able to be successful
• We make sure you have everything you need to succeed.

How it works...

SHIFT #4

Learning To Get...

How Many Referrals Did You Get Last Year?

• You hardly every ask for referrals and therefore seldom get any.
• You just keep spending money and hope you get leads.
• What about CPA's and Attorney leads?
• If you got 100 client referrals and sold 60% of them, how would that change your income?

Annuity Sales...
60 X 100k = $420,000

AUM Sales...
60 X 250k = $150,000 residually!

Once You Make This Shift...

• Unlimited income
• You will only be doing what you do best
• You will have figured out what separates the millionaire advisors from those who "JUST GET BY"

SHIFT #5

The Best Advisors Have a Mentor/Coach

• You Should be making more money than a doctor!
• Doctors average $175,000 per year after expenses.
• When you run your business properly, you can be earning $500,000 to $3 million per year.

Trying To Reach Your Goals Without Training..

• Is like a doctor doing surgery without training
• You must be willing to invest in yourself
• It was a BIG decision for me!
• I made millions over the amount I invested into mentoring and got there in a fraction of the time.

Will You Be Able To Get Their On Your Own?

• Maybe, but how long will it take?
• It's like walking through a mine field, you want to get to the other side as quickly as possible
• DON'T GO IT ALONE
• Find the best mentor and invest what it takes to work with them
• You will ALWAYS come out ahead!

Everyone Should Have A Mentor

• What do these two have in common along with every superstar?
• Michael Jordan
• Tom Brady
• They all had a COACH!

Today I Promise

• To provide you everything you need to turn your business into a high 6 figure or 7 figure business
• Even if that seems like a ridiculous number right now

Today I Promise

• To teach you how to get multiple streams of prospects
• Simple "systems" you just rinse and repeat
• To show how to earn more income and work less hours
• To help your schedule be full of appointments.

Today I Promise

• To teach the secrets of the successful advisors
• You will have steady, consistent and large paychecks
• You will once again find the joy of your career and look forward to getting up each day.

Earlier Today I Promised...

• How to change your marketing to get anxious prospects to want appointments with you
• How to create multiple streams of prospects
• How to triple the income you now generate per new client.
• How to get 80-100 client referrals each year
• SO YOU CAN MAKE MORE MONEY AND WORK LESS

What You Need To Win...

• A 7 figure mindset and self image
• Multiple streams of prospects
• Your Secret Weapon
• 80-100 client referrals per year.
• Invest in Mentoring and coaching
• These 5 "Shifts" are not enough to propel you to a 7 figure income without a guide.

Now You Have A Choice...

• You can take what I've given you and forget all about it.
• You can go back to work tomorrow and keep on struggling with what is stopping you from your ultimate success.

HOW I CAN HELP

In This Session...

• A 45 minute Zoom call
• I will work with you to craft a step-by-step game plan to hit your income goal in the next 12 months, wether $20,000 or $200,000 per month
• As we develop you plan together you will learn how to begin attracting the prospects you want.

In This Session...

• We will identify where you are struggling now
• Look at your current marketing and identify how to expand it and get more leads
• Look at your current client presentation for ways to make increase your closing ratio

THE COST?

WHO THIS IS FOR...

• Independent advisors and life agents with at least 1 year of experience
• You must be willing to invest in your business
• You must hold yourself to the highest standards of integrity
• You must be passionate about tripling your income or more
• If that is you...BOOK YOUR SESSION RIGHT NOW!

Why Am I Doing This?

• My team and I love passing it forward
• We love hearing the excitement in our members voices as their confidence, income and happiness grows
• Plus, we know you might want our help to transform your business.
• If so,
• We can discuss it and see if it is a good fit for both of us. If not, that is OK too. Once thing for sure is that we will have a great discussion on our call

thetopadvisors.com/apply

THEN WHAT?

• You will be taken to my calendar page. I work hard to serve as many as I can so times may be few and far between
• After that you will be taken to a "short" application for your free call

45 Minutes That Can Change Your Life

• It will be the best 45 minutes that you have ever spend working on your business
• thetopadivsors.com/apply
• I will look forward to speaking with you soon.

ONE MORE THING...

Case Study