fbpx
Menu Close

Financial Advisor Referral Marketing – Will You Join Glennis Deslippe?

It’s noon in Ottawa and I am packing for the airport with a smile on my face because my presentation of Clear Your Road Blocks for Advocis Ottawa was an outstanding success and the reasons that I know that are:

 
·         The attendees were lined up to hand in their response forms while the Program Director looked on to hear the exclamations of “excellent presentation” and “well done” and “that was just what I needed”!
·         This was the first time that I have had the opportunity to sell my book in the back of the room and 10 members of the audience invested in a book.
·         The incoming Program Director for 2009 asked me for my card to discuss coming back to speak in 2009!
 
So I have a day of traveling ahead with three flights home via Ottawa, Toronto, Vancouver, Nanaimo … plenty of time to reprioritize my plans to get ready for next week to enable us to take the weekend off after a very good week.
 
Financial Advisor Referral Marketing – Will You Join Glennis Deslippe?
 
Here are copies of a series of e-mail mails about Glennis Deslippe’s commitment to Financial Advisor Referral Marketing that I am sending to clients that have purchased my new book.
 
Dear _______,
 
I trust that you have received your copy of my new book in the mail or it will be arriving any day now.
 
Glennis Deslippe received her copy on Friday, November 14th and sent me the following E-Mail #1.
 
As you will see from the following e-mails, Glennis is a shining example of a financial advisor that has built her business on networking with others offering referrals to businesses that she believes in and Glennis receives referrals in kind.
 
Please see E-Mail #2 which is the e-mail that Glennis sent to her financial advisor network and as a result, there have been over 10 signups for the first free 6 chapters of my new book which lead to a number of book sales.
 
Bestselling books and successful financial advisor speakers are successful, not because their book is in Chapters or because financial advisors saw them speak at a Canada Life, Manulife or MDRT event, but because of the grass roots actions of financial advisors just like Glennis Deslippe who tell others about what they believe in. I am blessed to know and to have worked with Glennis and Nelson Deslippe.
 
The book that I sent you included a few postcards for you to pass on to members of your financial advisor network. 
 
Thank you in advance for passing on the postcards and for e-mailing this link to members of your financial advisor network to enable them to claim the first 6 chapters of my new book for free.
 
Simon
 
E-Mail #1 – from Glennis to Simon
 
Hi Simon,
 
I’m so excited for you!! The book arrived on my desk today. So looking forward to finishing it. I know it will be a huge success!!
 
Congratulations to both of you as I know it takes a lot of work and commitment to complete a project like this.
 
Have a great weekend!
 
All the best and continued success,
 
Glennis Deslippe BSN, RHU
Account Manager
Group Benefits
Integral Financial Services Inc.

E-Mail #1 – from Simon to Glennis
 
🙂 and thank you, I just listened to the voice mail that you sent me and I’ll save it and listen to it again ðŸ™‚
 
Wow! Help to promote our book! I’ll send you some more of the post cards so that the folks that you talk to remember to claim their first free 6 chapters.   Here is the link as a reminder; https://leadingadvisor.com/financial-advisor-training/curing-the-unmet-needs-disease/
 
Thanks again,
 
Simon
 
E-Mail #1 – Glennis to Simon
 
Thank you Simon!
 
I will forward the link to some people I know in the business including my study group mates and recent class mates of the Business Building course with Advocis.
 
I’ll also send to some of the supplier reps I know.
 
Have fun in Banff!
 
Glennis Deslippe BSN, RHU
 
E-Mail #2 – Glennis’ E-Mail to her Financial Advisor Network
 
Hello
 
I am very excited to introduce to you a fabulous book for people working in the financial industry. It will help anyone struggling to take your business to the next level and beyond. I worked with Simon for the last 5 years and he was key to keeping me in this business. He’s so gifted and intuitive, motivating and full of energy. He has spoken at many seminars the past few years including Advocis, Pro Seminars and several industry events. He is most highly regarded by any financial advisor who has had the privilege of working with him and hearing him speak. I highly recommend you read the first 6 chapters. Here is the link, enjoy and feel free to pass along to others. Also, if you want to work with Simon or have him speak at your event, I will be happy to forward your contact information to Simon or contact him at:
 
 
 
Regards,
 
Glennis Deslippe BSN, RHU
Account Manager
Group Benefits
Integral Financial Services Inc.