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The Retirement Planning
Today program has exceeded my expectations. The response to the mailings
have been so great, we actually had to stop taking reservations and
refer those attendees to sign up for the next class sessions! The appointment
ratio from each class has been nearly 85% each time. Each mailing has
eventually brought in between $5 million and $7 million in investments
alone. We also average 3-4 LTC cases and 2 life cases from each mailing
also. I have had so many appointments from these workshops that I have
been delayed getting this email out to you. That's a nice problem to
have! I am no stranger to seminars and mailings. The FMT program is,
by far, the best lead generator I have found in my 18 years in this
business. I am writing
to let you know just how grateful my business partner John Stolar and
I are for FMT. We have successfully completed another class that was
sponsored by a local university. I am sure you realize how thrilled
we were that the classes were so large that we had to split off into
a third session. The fun has only begun again as we are now setting
up complimentary consultations for nearly all the attendees. The facts
are that we now look at FMT and the business it has generated and wonder
what we would be doing if not for your program. Using FMT has allowed
us to direct our efforts at assets under management by taking the highest
trails on all our business. While we see the difference in the way we
gather assets we know we are now able to position our company for the
long-term due to trail business. We would encourage any rep purchasing
your system to follow your program and not try to reinvent it. Thank
you for changing our business. We are forever grateful. Since becoming
a client of FMT Solutions my business has increased dramatically. We
recently had an unbelievable 3 classes where only 8 units out of all
3 classes of 90 units didn't ask for their consultation. I am so busy
right now I'm grumpy (just kidding). Thanks go to all of you there at
FMT for holding my hand on this thing. Right now I am up to 2.1 million
in assets acquired with much more to come in the upcoming months. Not
only am I bringing in assets immediately but I see the long-term benefits
of clients developing over the next several years from each of the classes
I do. Thanks again! Thought
I'd give you an update on my first seminar results thusfar. I believe
with the combination of fees and commissions, I'm at $82,000+ and I'm
still working with people on various issues that have yet to be determined.
All in all, I'd say that my investment in FMT's program has been well
worth it. Considering the roughly $12,000 in licensing, mailing, workbooks
and room charges, my return is over 600% for the first program and climbing.
So, thank you Jeff. Thanks to you and Todd and especially for your encouragement.
I'd highly recommend you. I just
wanted to let you and Jeff know that I just finished my first retirement
planning today workshop and I had the best results ever! I had more
people sign up to attend the workshop and all but 4 out of 35 households
signed up for the one on one. It was fantastic. Thanks for all of your
support! I have
done many seminars, even retirement seminars and I had by far the best
results with FMT Solutions' Retirement Planning Today. I recently did
a 10,000 piece mailing and had 57 buying units register for the seminar.
This is the highest response I have ever had. On top of that, I just
finished one of my classes and had 16 out of 18 buying units request
an appointment with me. This will keep me very busy and excited at the
prospect of having found a marketing system that works." I have been working
with FMT for a couple of years and recently started using the "Retirement
Planning Today" turnkey seminar package. Jeff and Todd are very knowledgeable
and their advice helped put over 70 buying units in the seats with a
10,000 piece mailer. I have scheduled or met with over 25 of these buying
units so far . . . with more face to face meeting over the next month.
The best part of this program is that the prospects come into my office
have already decided to work with me since your credibility is already
established. I want to share the
good news! I just booked an overflow class at the local community college
per their request to handle the wait list for an upcoming seminar. From
a 10,000 count mailer the total attendance for four classes at two different
campus locations is approaching 100 units. Your system has provided
a great response. I will be calling to order more workbooks. I enjoy
this type of problem. Thanks! I have been doing seminars
for many years, primarily using the Successful Money Management System.
Recently, I decided to work with FMT Solutions using Retirement Planning
Today. My first seminar brought terrific results. I used the FMT turn-key
mailing system and had 50 buying units register from 10,000 brochures.
I wasn't expecting that type of response based on what I had seen over
the past few years and almost ran out of workbooks. What a great problem
to have. "The seminar training
Jeff Franz and Todd Bachman deliver is excellent. The content has a
lot of relevant information for those of us who do seminars and for
those of us who are desirous of doing seminars. The knowledge provided
by them takes years off the learning curve and provides financial professionals
with the highest probability of success. I would recommend them highly
to anyone interested in learning how to begin or improve a seminar marketing
approach." Thank you for your
help on our first Retirement Planning Today seminar. We have been using
FSSR and SMMS for over 10 years. We were about to give up on seminars
until Jeff called. At the FMT Solutions training conference my eyes
were completely opened along with a renewed enthusiasm for doing seminars.
They truly know this process better than anyone we have seen. Jeff is
a great partner to have because he will work with you so that you present
the material in the most efficient way possible. Todd is a guru in the
direct mail world and in the first mailing we had an improvement of
over 400% from FSSR. I would recommend to anyone that wants to stop
wasting money to give these guys a call. I've worked with Jeff
for many years and find his solutions easy and effective. He is a wealth
of information. No matter how experienced you are, Jeff always seems
to have a better way. There were many cases that I felt I had it "under
control," but if it were not for Jeff, the deal would have fallen through.
In a world where time is so very precious, Jeff always gets me to point
"B" much faster than if I did it myself. "In December of
2001 I hired FMT Solutions to assist me with my seminar marketing efforts.
Two things stand out in working with Jeff Franz and Todd Bachman. One
is their extensive and in-depth knowledge based on experience. They
are clearly the premier experts in the field of sponsored seminars for
financial professionals. Also note worthy is their sincerity. They genuinely
care about me and my success. Without them my learning curve would have
been much more difficult to climb. I recommend them highly to anyone
who wants to do seminar/worksite marketing. "I attended the FMT
Solutions seminar training conference in early 2003. Not only was it
the best seminar training I have ever had, it was one of the best trainings
in any area of marketing that I have ever been involved with. The information
was specific and offered an actual plan to implement marketing strategies
that help expand our business. I would recommend FMT to anyone who is
looking for more effective ways to market their financial practice.
"When it comes
to public or privately sponsored seminars, Todd is a wealth of knowledge.
Anyone interested in building their practice through seminar marketing
will benefit from his advice and experience." "Jeff's expertise in
seminar marketing is second to none. He knows how to maximize attendance,
and what type of presentation material works best. More importantly,
he knows how to turn those attendees into clients. He gave me one idea
in particular that helped me get into several corporations which in
turn allowed me to bring in over $100,000 in commissions from those
seminars alone. I would recommend him to anyone who is serious about
bringing in big bucks through seminar marketing." "Todd helped me
every step of the way when I was a "fledgling" SMMS licensee. His words
of encouragement have kept me going these last 5 years. The materials
are great from SMMS, but the support I got from Todd way back when was
solid and his follow up kept me with the SMMS system." "It is difficult to
describe Jeff's services in a couple of sentences. I've worked with
Jeff Franz for nearly ten years and can honestly say that he is a master
at marketing seminars to any type of potential sponsor. I call him the
mailman, because he delivers!" "Todd has been a significant
help to me in the past and I am certain others will benefit from his
knowledge in this area. His assistance to me in these areas and others
was truly immeasurable. I equate much of my success at seminar-based
marketing to Todd and his wise counsel over the years. As others receive
the same insight, wise counsel and courtesy that I have received from
Todd, their success in seminar-based marketing will no doubt be in large
part due to his experience and knowledge in this strategic area of business
development." "Jeff Franz is the
most knowledgeable person I've met or even heard about in the area of
setting up financial education programs with corporations. What Jeff
Franz teaches works because it's not theory; he's actually been successful
at doing what he teaches. I have no reservations about endorsing Jeff."
"In the years that
I worked with Todd he always exuded enthusiasm for helping the rep in
the field. He is someone I would want in my corner to help boost production!"
Jeff is one of the
pioneers of the worksite marketing movement. He has spent years working
in cooperation with HR executives to secure financial education for
their employees. He has a vast library of information on working with
HR departments. I would recommend his services to any advisor considering
working in this lucrative market. "Todd's
help, guidance and recommendations were always and consistently very,
very helpful and were directly related to the success I experienced
with the seminar system." "Todd was the
creative force behind the design of our company logo and our corporate
brochure—both of which we are extremely excited about. He also helped
us to communicate our business philosophy in a straightforward, concise
manner. We are impressed with his turnaround time, and thankful for
his gifts! We look forward to working with FMT Solutions again in the
near future."
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