Who Is HOARD?

Imagine

• That if you needed a new referral (which is of course the best lead that exists) this week, you could get clients to refer their friend who just retired to you…with just the stroke of a pen.
• If you needed to bring in more assets this month.  You could get 11 of your clients asking you to invest in new and improved mutual fund, annuity or financial product…with just the stroke of a pen

You will do just that when you join Hoard Client Systems a highly effective, inexpensive marketing system I designed.  I used this lead and referral system to write over $33 million in new business in just two years in a small Midwestern city with only 12,432 households to market to. 

With the stroke of a pen you can turn your practice into a referral generating machine…up to 21 referrals in a month. Sign up now for your free 30 day trial

A note from the designer and first user of HOARD marketing:

I remember sitting on the floor in front of the TV with 60 cards, handwriting the same exact message over and over. Shaking out my cramped hand after writing every ten or so and thinking of all the other things I would rather be doing. It was a huge hassle and inconvenience…for me.

For the prospects and clients it was probably one of the only handwritten messages they had received the whole year. They loved it and told me so. They told me verbally and they told me by moving their money to me. Over $33 million in two and a half years of going the extra foot (that’s right foot, not mile. Come on, how hard is it to sit down and write a handwritten message to the people you rely on to make a living?)

How hard? VERY! If you are like I was you have to take care of real clients, their concerns, needs and problems. You have a family that needs and wants your attention. You’ve got an office to run, bills to pay, and are being pulled a hundred different ways.

Sitting down and handwriting a hundred notes every couple of weeks is time consuming and tedious. You don’t get immediate feedback like you do when you make a sale or do a seminar. You might not even notice it is working until you get the subtle signals from your clients and prospects…you see more and more referrals…your tickets get bigger…no buyer’s remorse…you make more money with less effort.

I did all the touches manually that HOARD does for you automatically. I designed and sent my newsletter monthly. I sent out articles with handwritten notes regularly. I sent out loads of postcards to my clients and prospects when I went on vacation with my family. I followed up meetings with summaries of what was covered…I did all the touches manually that HOARD does for you automatically.

It worked fabulously! I never in my wildest dreams would have believed that a guy like me… no college education (I served in the Navy, as a “grunt”, instead)…hadn’t held the same job for over 4 years…been in the investment industry for over ten years and never made over $50,000 in a year…

With the contact system I developed, I was making over $800,000 a year!

I now coach 150 of the top advisors in the Senior industry and know how hard you work for your clients. But your clients can’t see it! They don’t know how hard you are working for them! The HOARD Clients System is your answer to providing unbelievable service and contact to your clients and prospects without having to lift a finger…well, just one finger… the one that presses the enter key on your computer.

Welcome to the age of the Hands Off Automatic Referral Driver!!