Dear Future Financial Planner,
Did you know that over 70% of advisors struggle to develop a winning strategy for the crucial Q4 period? The past few years have dramatically reshaped how we engage with prospects, and as 2024 comes to a close, it's clear that our approaches need to evolve yet again.
If you’ve found 2024 challenging and are still searching for the right strategy, don’t worry. At Final Sprint 2024, I’ll guide you through the exact, STEP-BY-STEP actions you need to take in the last 60 days not only to meet but exceed your sales targets.
Earlier this year, I held a live class where we discussed the emerging trends in insurance sales for 2024. Over 12,000 advisors attended, eager to learn and implement my shared strategies. Despite the economic uncertainties, many of you are seeing significant results this year, proving that success is still within reach with the right approach.
Now, as we approach the end of 2024, I've been receiving numerous requests from advisors seeking advice on how to navigate Q4. This year has been particularly perplexing, with rising interest rates and economic instability, leaving many advisors feeling uncertain about how to proceed.
"The volatility of 2024 has left many feeling adrift."
In markets that are reopening, clients may not prioritize insurance, focusing instead on other financial needs. Conversely, in markets still grappling with economic downturns, clients often claim they can't afford insurance, making our job even tougher.
But don’t lose hope—Q4 still offers a golden opportunity to make a substantial impact on your year-end numbers. This year, Final Sprint 2024 is all about adapting to the current financial landscape. We're shifting the focus from just closing deals to acquiring clients and sparking meaningful conversations about the enduring value of insurance.
I’m thrilled to announce that Final Sprint 2024 will take place on October 28th. This session will equip you with a diverse set of strategies, including insights from top advisors across various niches who have successfully navigated Q4 in similar conditions. You’ll gain access to actionable tactics that will help you close out the year strong.
Whether you’re struggling to start conversations, articulate the value of insurance without sounding pushy, or simply know what to say—these challenges are universal. Final Sprint 2024 is designed to provide you with the tools and techniques to overcome these obstacles effectively.
This seminar is not just about theory—it’s about practical, ready-to-use strategies that you can implement immediately, tailored to the unique challenges of 2024. If you’re looking to update your Q4 strategies and discover what you might be missing, I invite you to join me, my top-performing mentees, and our special guest advisors at Final Sprint 2024.
The goal of this session is to showcase what the top advisors are doing in Q4 of 2024, so you can adopt these strategies, put them into action, and achieve outstanding results.
Note: All information shared is for financial advisors ONLY. If you’re not an advisor, please do not join this session.