The Fin Referral Sales System!

Kevin just got 5 Referrals and booked his first referral appointment.
Gary surpassed his previous years income of $200K in 5-months
John has 3500% ROI on two cases for $8500 APV open.
Allen has a 800% ROI that continues to rise.

This system works great for Veterans as well as new Agents with no experience, product knowledge, or clients.

You are getting one new client with your current process. Let me show you how to double you're production, reduce chargebacks, and open future sales on auto pilot.

Step #1 Referrals

Simple and Effective Step by Step Scripts to get an endless stream of referrals for veterans or new Agents.

Step #2 Phone Approach

Simple Proven Phone Approach Script to book your Referrals into a Meeting. Remove the most common objections

Step #3 Introduction Meeting

A proven script used 1000's of times with referrals to produce insurance and annuities. No product knowledge required.

TEXT COACH & TRAINING

Text Coach with Questions and Wins. Training on zoom for two different groups, new agent and veteran agent groups.

Top 7 Reasons Agents Do This?

This program is designed for Agents of all Experience Levels!

They have a desire to double results from current lead spend.
They want Top Producer Scripts that are Simple
They want a service system for clients
Exact steps to setup a Strategic Partnership
Prospecting 101 to Find Big Fish
They want to know how to get referrals and grow sales while staying with their existing sales process!
They like a Simple 3-Step Process that gets results. Referrals, Phone, & Presentation

Exact Scripts used by Agents that went from Average to Top Producer!

Gary M, Financial Advisor

Gary surpassed his previous year's 6-Figure income in 5-Months by simply following the referrals system.

No Money? No Leads? No Clients?

No Problem

There's a group of Agents that don't have the resources for leads and feel stuck. After a bit of time the dream seems so far away and the goal appears impossible.

The best solution for this agent is to learn how to Prospect. The right prospecting will get you a client. You then follow our service meeting and get referrals. You can then get leads and keep your wheels spinning.

Everything You Get?

Coach's Corner: Text Coach's dashboard with Wins and Questions.
Live zoom training monthly veteran group and new agent group
Prospecting Corner for Agents without leads, or clients.
Step by Step Instruction for New Agent or Veteran
How to Get Referrals from Clients
How to open annuity IRA cases with ease.
How to get an endless stream of referrals for other professionals. Which in turn gets you more clients.
How to get referrals from warm market
How to schedule meetings with referrals
How to run meetings with referrals to maximize results
How to get more referrals after the 15-Min meeting
Complete client service system to get referrals without asking
Tap into your existing clients for future sales with our simple system
Instruction on what not to do. This might make you cringe as you will see that much of what is taught works against you!
Digital course with 14 Lessons / step by step instruction / chunked down videos. Everything is self paced so you can learn on your own schedule.

4 Common Mistakes to Avoid! STOP!!!

Don't reach out to your warm market to practice or do some kind of meeting on what you do.
Don't call your existing clients to do policy reviews each year.
Don't spend all your time and resources on getting new clients.

But..........I'M ALREADY AN EXPERT AT REFERRALS!

Even if you feel like you are an absolute expert at referrals you will still pick up plenty to grow your sales for the rest of your career.
Keep in mind getting the referrals is only one step.
Three different groups we are getting referrals from.
Weekly tip from Coach on Prospecting and Referrals. This alone is worth the course access.
The absolute fastest way to grow your sales is Prospecting and Referrals.
There are transactions happening each year within most Agents client base that they don't know about. Adopt our system of communication to help people in bigger way.

Disclaimer

By entering the 3-Step Fin Sales System You agree to use it for your own benefit only. It's not to be repackaged, trained on in teams, using our material to train from stage, used in social media, sold in your own course, etc. This is an non-transferrable license agreement for 12-Months. At the end of the 12-Months you will be given the option to purchase an annual license for $50.00. This gives you access for an entire year along with all updates which we will email to all active members.

If this is not acceptable please do not enter.

We appreciate you!

Strictly for FINNEYUP Coaching clients only.

3-Step Fin Sales System

Just $247

PayPal will often give a 4-Pay Option

Allen had a 800% ROI out of the gate. John has a 3500% ROI and growing.
Gary surpassed his previous years $200K in 5-months.
One non-transferable license for 12-Months. At the end of 12-months you can purchase an annual license for $50.00. This will include future updates.
Coach's Corner via Text your Questions for answers from Coach not a Bot, AI, or Admin.
Referrals system to get an endless stream
Referrals Phone Approach Script
Warm Meeting Script
Open Insurance and Annuity Cases
Client Service System that produces more referrals and sales!
Self-Paced Course with 14 Lessons including Video to go at your own pace!
Read the Disclaimer before Access!
Checkout the PayPal Options for easy access.

ELEVATE YOUR SALES!