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Advisor Case Studies!
Peter D., Livonia, MI.
“Michael, just a quick note to let you know how I’ve used your private client concierge program to open new doors of opportunity. I have been involved in the mortgage industry for over 30 years and, 3 years ago, expanded my practice to include “safe money” investment strategies like insurance and annuities. My difficulty has been getting my mortgage clients to see me as something other than their “mortgage guy” and I struggled with ways to make that conversion until I got your program. Let me explain… Last week I had a client appreciation dinner and we had 55 people attend. Before the dinner, I made a short presentation in which I shared about the changes that have occurred in our practice, a short overview of fixed indexed annuities and a summary of ways we could help them. We gave each buying unit a yellow response card and asked them to mark anything they had seen in the presentation that they were interested in getting in place for themselves. Michael, I kid you not, EVERY SINGLE ONE wanted me to help them with your private client concierge program! Since that time, I have been scheduling appointments and have not had any problem with anyone not taking my call. Everyone is excited to get their concierge system in place to feel confident about their family finances. I just wanted to send a big “THANK YOU” for your system!”
Bill H., Argyle, TX.
“The number (of concierge sessions) that I’ve actually done are five and I hit on four, for we might as well call it $868,503.00, which would be about $77,000.00 in commissions! When I got the system I was excited because the first couple of weeks in January are kind of dead unless you did seminars in December, which we don’t. So I was obviously looking for a way to get a good fast start to the year. Last year in January we wrote a little $250,000.00 deal and that was okay This year we wrote over $700,000.00 and it was because of the system! So Michael, you’ve really latched onto something that’s pretty phenomenal! There’s no way I can’t write an additional $2,000,000.00 to $3,500,000.00; I know for a fact that the private client concierge system will get me to that $10,000,000.00 to $15,000,000.00. Where right now I’m at that $6,000,000.00 to $7,000,000.00 level of annuities!”
John H., Bonita Springs, FL.
“I wanted to let you know your private client concierge platform is a success. I use it on first and second appointments to show clients the type of service they can expect by doing business with me. Many clients do not turn over all their assets initially but by going back to update the platform on a quarterly basis, more and more assets make their way over because clients love it.I recently had a million dollar client start with me with a small annuity and a small managed account. Within a year, we are now managing his whole portfolio. We love the private client concierge platform.”
Dennis K., Normal, IL.
“I am very impressed with your private client concierge program’s materials and I’m looking forward to a great 2009 with the concierge method playing a big role!”
Peter T., Dublin, OH.
“Michael, enjoyed catching up with what’s new with your private client concierge program. My partner and I have had good success with the boutique shop method, but admit we are just getting our feet wet over the past few months. When we were able to do a complete account session with the Suitability Questionnaire (great tool), and the Worksheet, as a prelude to putting the concierge system together, we had a very high percentage of moving money whether it was into Life Insurance or Annuities. The process gives you so much credibility with a client. I would say adding up the premium we have moved as a direct result of the program is that it is in the area of $900,000.00 and we are just getting our feet wet! Definitely got our investment back for the program. Thanks for all your support while we were getting up to speed!”
Robby W., Granbury, TX.
“I have used Michael Gegelman’s private client concierge program for 1.5 years and am very satisfied with the product. It has helped bring in new premium, referrals, and keeps me organized and in the know with each one of my clients financial information. My clients enjoy having a tangible financial asset concierge process detailing their financial information and history. It’s an added service that helps my client’s appreciation for our firm stay strong!”
Ron F., Palos Heights, IL.
“I’ve probably written somewhere in the area of around at least $5,000,000.00 in annuities and life insurance business with commissions of around maybe $350,000.00 to $400,000.00! Just for the month of May & June coming up here, we’ve got about $2,000,000.00 in the pipeline that we’re working on with the private client concierge platform!Basically I’ve been using Michael’s private client concierge platform now for the last year and a half!”
Ron F., Chicago, IL.
“I have been in the business now for 20 years. In October, I had the chance to encompass Michael’s private client concierge program with my client sessions. Finding new assets and working on existing relationships was fun and rewarding. I produced $160,000 in commissions for that month! …Best of all my clients thanked me!”
Paul T., Mobile, AL.
“I’ve closed 13 out of 14 cases with Michael Joseph Gegelman’s private client concierge program! It’s really a good program, if you count the (concierge session) one we did the other day, we’ve made $100,000.00 in 8 weeks! 90 to 95% of the time you walk away with extra business through this program. Get the program and run with it, try it out… it’ll make you money!”
Giovanni P., Harbor City, CA.
“Hi Michael, just want to let you know I completed my first session with a client, and made a sale, $100,000.00 Indexed annuity! I also want to thank you personally, for all your help with the private client concierge program and mentoring of same. Michael this is the first time I have purchased a system, that really works, and has paid for itself, you are a man of your word and that means a lot to me!”
Andrew A., Guilford, CT.
“I purchased this system because I’m all about service! 20 yrs ago I came into this business from the ministry. I was all about service in ministry (not “sales”) and that is what I made as a conscious decision to run my business – by service! 19 yrs ago I wanted a good review process and report – as the large mutual company I represented promoted annual sessions. Over this time I have had mostly frustration in trying to come up w/a good report. At one point, that large mutual company decided to develop their own software and used me as a pilot for it. That was good at first, but then they proprietorised (is this a word?) it and ruined it. Then I had a good reporting system on a short lived contact management system (that was probably the best – but not w/o faults). This program is the best I’ve seen since. It looks GREAT! And then the added methodology and tracks/scripts. VERY NICE – Thanks!!!”
Michael P., Caldwell, NJ.
“In the past two weeks I wrote $770,000.00 of new Annuity business from using this private client concierge program, the clients came in for their concierge sessions and I learned about the new assets. Oh, and $100,000.00 in insurance premium also!”
Peter T., Dublin, OH.
“I had my first meeting with a 403(b) Rollover Millions prospect yesterday. He was 81. I asked him if he had a 403(b) account, and said he didn’t know what they were. He read the reports and didn’t know what he had? Anyway, we had a great meeting. I asked him to show me what he had – a bunch of annuities which were in fact 403(b) annuities. They totaled about $110,000.00 – all out of surrender period!”
Tony F., Loves Park, IL.
“Michael, I have been implementing your private client concierge program now for the last 5 months or so and I am really enjoying it. You said that clients would look at the program and ask me, how do I get my other assets into this? …Well guess what? That is exactly what one of my clients said to me when I showed him his concierge system. He looked at me and said I need to get my other assets in this. And we did, and I wrote business. In addition to that, using your program has really made my contract delivery much more professional and it has helped me spot errors in my client’s documentation when doing sessions. I feel much more organized about keeping track of all of my clients assets and I love that I have a place to keep notes of what we did and why for each asset. While I may not be writing $500,000.00 of extra annuity business on every session or closing business with 80% of my sessions, I am building better relationships with my clients and offering more value added service that the clients are finding helpful and that always leads to business long term. Thanks for sharing your system, I think it was a very worthwhile investment!”
Mack H., Gainesville, GA.
“I received the private client concierge program on July 15th – the very next day I met with some clients of mine that I just had term insurance on. I showed them the sample concierge system and the following week I wrote three annuities for $130,000.00! I had only a short time to review the manual before I met with them, …Thanks!”
Tony R., San Diego, CA.
“By the way, I am just starting to market annuity products and finished off my first round of leads. I have been using the program’s concierge sample unit as a front end piece. People are impressed and I have two ready to come in for their concierge sessions. I’ll keep you posted. Thanks.”
Richard P., Bethalto, IL.
“Michael, just wanted to let you know that I have picked up about $275,000.00 in annuity premium so far with your private client concierge program!…Hope to get more. I have just talked to a couple of clients who are retired and want to move their money into IRA’s. What a paper nightmare. I am just about to complete my goals for 2009! Thanks again!”
Terry D., Roann, IN.
“I did my first one (session) last week and wrote $150,000.00… I went on my second one today and uncovered an additional $600,000.00; I’m getting kinda excited about this one!I got a business client that I have his 401K plan that I did an IRA rollover and when I went back in I took the demo (concierge platform) and he started digging stuff out of his drawers; he says: “This is the most awesome thing we’ve ever seen!” Their just like drooling over the thing! So far, it’s fantastic. I’m getting a lot of excitement over it.”
Patrick R., Holliston, MA.
“Michael, thank you for your honesty and professionalism! I have several friends in the business that your private client concierge program would be very beneficial for…I will suggest they contact you!”
Mark S., Littleton, CO.
“Michael, I got the private client concierge program a couple of weeks ago and made time to go through it during the holidays. I am looking to get started on it after New Years. I love the concept and the software!”
Doug V., Palm Harbor, FL.
“Started delivering my first private client concierge systems…Clients love it!”
Bruce G., Naples, FL.
“Michael I need to talk to you! I have written $293,000.00 annuity premium using your private client concierge method! I would like to share with you my experience and how it came together using your gem of a program! I prefer to talk to you Michael as we have in the past. Call me when you have some time. Thanks!”
Andy G., Kingwood, TX.
“I would like to say “Thank You” for being such a generous person and taking your valuable time to help me. It is truly an honor and a privilege to be able to learn from you and I cannot begin to tell you how much I appreciate it. I have had no mentor through this whole 2 and a half year process and I am thankful as well as blessed to have had God put you in my path!”
Scott H., Hudson, WI.
“Using the private client concierge program I picked up an additional $475,000.00 in fixed indexed annuity business! This was my first concierge session!”
Bill M., Wall, NJ.
“I’m very impressed that you invented something like this! I just followed your system as laid out. For me – being an “old dog” – I like simple, simple is nice, and it is simple! It’s a simple system to use. It’s a great financial organizing tool; it’s what people want, and if you give people what they want it comes back to you in ten-fold…it’s just the way that it works, it’s a remarkable tool! It certainly has paid off unbelievable dividends; there’s no reason why every advisor on the planet shouldn’t do this! $1,200,000.00 in annuities and almost $800,000.00 on the other side of the coin with variable annuities and brokerage accounts…pretty close to $2,000,000.00 on two clients! I just marvel at how simple it is and how the ease of use is and how right it is for my client!”
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