“While America is experiencing its greatest transfer of wealth, the senior level ‘baby boomer’ financial advisors are retiring out of the market,” explained Associate Dean William Byrnes. “The next five years presents substantial opportunities for this generation of financial advisors who exercise best networking and face-to-face practices.” “Many young professionals unproductively spin their wheels when it comes to growing their client base,” interjected co-author Robert Bloink. “The online Thomas Jefferson graduate program is competitive because most faculty members like myself brings decades of business experience into the classroom and keep our students eye on the ball – developing their client books. “The National Underwriter Sales Essentials Series combines all of the most practical, proven sales techniques advisors need to convert prospects into customers, win new business, and to grow sales,” added Rick Kravitz Managing Director of the National Underwriter Professional Publishing Division. “The Life & Health Sales Essentials focuses on the selling skills and techniques essential to achieving success—prospecting for new business and the demands of running an agency.” William Byrnes continued, “I invite you to learn 'How to Clone Your Client's, What`s Your 'Point of Difference?', The ‘Ben Franklin Method’ For Winning People Over, How to Cultivate a Network of Endless Referrals, and Marketing to the Millennials. In our books, we focus on client cloning, including: asking intriguing questions, C2C qualified introductions, and client crowd sourcing.” The attached powerpoint from a Bar Association lunch includes: Frame and Control my Message, Develop Leads, Remind my Leads, Touch & Maintain Clients, and Develop the Profile of Your Dream Client.

1. Novel Ideas -
Literary Agents, Writers & The Law
Thought Leadership Branding
to Develop and Maintain Leads
San Diego County Bar Association
Wednesday, April 16, 12pm
William H. Byrnes
www.profwilliambyrnes.com

2. • Associate Dean
Graduate & Distance Education
Thomas Jefferson School of Law
• Author of 20 books and over
1,000 published articles
• williambyrnes@gmail.com

3. Published by
Own the Sales Essentials
Bundle for only $19.95
A savings of more than 30%!
Regular 2-Book Price: $29.90
Special 2-Book Price: $19.95
www.nationalunderwriter.com/LHSalesEssentialsCombo
No Special Discount Code
Needed

4. Building & Maintaining My Brand
Frame and Control my Message
Develop Leads
Remind my Leads
Touch & Maintain Clients

5. Develop the Profile of Your
Dream Client
Q1: Who Do You Like to Work With?
Q2: Who Can You Help Most?
Q3: What Are Your Financial Requirements?

6. 6 Month Editorial Schedule
Editorial Sheet: records, submissions,
and repurposing
Article Words: 723 (400 – 900 words)
Tags: 5 – 7, be consistent over time
Summary: 40 – 70 words
About the Author: 50 – 100 words
see sample handout

29. 12 Minute Agenda
–Consistently write intriguing blogicles that
build a personal, professional brand that
will develop client leads
–Building client exposure leveraging
professional media forums