"Tom:
Congratulations
on your great success! The true
test of any marketing system lies
with the end results. Your explosive production growth
with
American Equity in 2005 speaks for itself. I
am excited that you
will now be sharing your success with other producers across America.
Good
Luck!"
Kevin
Wingert, President, American Equity
I have found Tom Marshall's
Prospects-to-Profits to be a thorough, well thought out marketing plan
that delivers qualified prospects to my office. His staff has been
excellent in responding to whatever needs I have, and the end result is
that I have done more business in the first six months of 2007 than I
did in all of 2006.
Most importantly, my clients have benefited from Tom's logical
approach, and I believe both my clients and I are better off after
working with this fine group of people.
Tim B.—San Antonio, TX
I joined I.B. at the end of
2006. I was introduced to Tom Marshall, the sales coach for I.B.,
at that time. I was at a level of sales of $5 to $7 million per
year, and trying to move up to the $10 to $12 million per year
level. Tom was the answer. Using his material and his
ideas, we began to have multi-million dollar months. We closed
$1.3 million in two days in May. We do everything "the Tom
Marshall way" now and it has accelerated our business. Tom has
been available to answer all of our questions, and his website has been
available for repeated visits to listen to his recorded sales
presentations. Tom and I.B. have been the right fit for us, and
all of the people are a delight to work with. We couldn't have
made it without Dustin Leonard and his ideas. Want to move your
business to the next level? Come join us.
P.S. It's all true!
Jim P. – Dallas, TX
The "Prospects to Profits" program
that Tom Marshall has developed is much more than a seminar program. It
is a complete sales process from the design of the invitations to the
delivery of the contracts. Tom's program teaches you how to create
clients that have complete confidence in you. There is no selling
whatsoever. You just educate the client. My income has doubled, I have
less stress and am able to spend more time with my family. For the
first time in my career I don't worry about the future, because the
program works.
Steve M.
– CO
"I have been a financial advisor
for some ten years now and I have seen many sales systems. What I like
about Tom’s system is the simple way it leads the prospect to a
sale and is a win/win for the client and my business. There is no magic
bullet, but this one comes close."
Chris B. - Miami Lakes, FL
Enjoy (I laughed out loud):
Tom is a very boring, somewhat
aloof East Coast guy (GRIN), but what can I say, the program
works. And he makes a lot more money than I do. Do what he
says, don’t change a thing. He is a lot smarter than you
are…
Just some pointers: Don’t go cheap on the restaurant. Do a
mail-out every month. I am on track to write 2 million my first year in
the program. To me grossing $200,000 for a guy that looks like me is
pretty good. The Prospect-to-Profits program must be the answer.
OR….
I joined IB a year ago and did my
first seminar in July 2006. The first client I saw from the seminar
moved $380,000. The P2P program works. My first year with IB I will
write about $2 million in FIA business.
Just a few pointers: Don’t go cheap on the restaurant, and do a
mailout every month. I am confident I have found what I was looking for
in a marketing plan, and IB and Tom’s program are the
answer. I spent 20 years in the broker-dealer world. Now I have
my RIA setup and have an almost fail-proof track to run on that
works. I wouldn’t change a thing about Tom’s program.
I wish I had found it sooner.
Don M. - Texas
“I’ve
watched Tom for several years. I’m impressed with his
take-no-prisoners marketing techniques and saw him go
from zero to over $500,000 in annual commissions within
18 months. I’m confident he can help anybody.”
Chuck
Lucius, CEO, Independent Brokerage
“Tom
knows marketing. That’s for sure. His direct mail response
blows
the doors off what others are doing. I’ve seen it. He
consistently achieves double the response of other agents.”
Shawn
Beatty,
Target Marketing Solutions, Inc.
“Nothing
is a sure thing in financial services, but Tom’s methods are
as close as you can get. Listen to this man he knows
what he’s talking about. $5,000,000 per year
of annuity and insurance premium speaks for itself.”
Tony
Compton, President, Independent Brokerage