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Your Fall Class To Add Financial Services (And An Ongoing Revenue Stream) To Your Practice Starts On September 25, 2008
Be On The Free Call That Explains How I Will Walk You Through The Entire Process
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As most of you know, I am continuously assisting CPA's and Accountants to offer Financial Services. If you have not already been on one of my conference calls or taken one of my classes, download the PDF article at right in the current issue of Thompson Reuters SOLUTIONS magazine
to learn more about my practice and my background.
If you didn’t see it yourself, there was a recent article in Investment News showing that now half of all firms in New York are now offering the services of "financial planning."
You can download and read it yourself by clicking on the graphic.
Of these firms that are now offering financial services, ON AVERAGE they have grown their revenues by 30% in a 2 year period. You can do the same too! How? First, sign up for the conference call on Thursday September 25th at 11:00 am ET (10 am CT, 9 am MT, 8 am PT).
On the call (and below) I will outline how I will take you by the hand and train, teach and mentor you on how to offer Investment Management to your clients so you can start putting $10,000 or more right into your pocket each year. (Some of you will put much more than that in your coffers.)
Here’s the schedule of how this will all work after the kick off call on Thursday September 25th:
(A) You commit to become part of the Archer Financial Advisor Network by 1) downloading, completing and then returning the Archer Financial Advisor Agreement to
our offices and 2) downloading, completing and then returning the U4 Application Agreement and a $350 check (see right) to our offices by Tuesday September 30, 2008.
(B) Your goal is to study for, take and pass your Advisor Exam by the end of October.
So on Tuesday October 7, 2008 I will host a live, private kick-
(C) In mid October I’ll host a study-
(D) After you take and pass your test, in early November I will hold a private, group conference call for you and all the Advisors where I will train and teach you how to start selling financial services to your clients. I’ll be sharing with you the strategies, the systems, what I say and how I introduce financial services to my accounting clients TODAY.
Remember that just a few years ago I built a $6,000,000 practice using the same financial services “strategies and systems” I’ll be showing you (and about half of the revenue of the 6 million total came from selling FINANCIAL SERVICES)!
(E) And if you would like for me to in November or December I will also do one or both of the following:
Group Conference Call with your clients:
Host a live conference call with as many of your clients as you would like to invite
and explain the advantages of investing in Structured Portfolios using No-
A Private 3-
If you have a particular client you’ve been thinking of offering financial services,
I’d be happy to get on a private 3-
We’d talk and have some discussion prior to the actual client call but this would be an opportunity for you to see first hand how I explain financial services and go through what some might call a “close” process to get their business, all on your behalf with you on the call, directing THEM to YOU for their next step to either invest, transfer or reinvest money with you.
(F) Also along the way I will give and hand you marketing templates you can use to send to your clients, advertising your ability to now offer them financial services. These will include a letters you can mail, postcards you can print and send, emails you can send or forward, face to face scripts you can use, modify and personalize to make your own and other TOOLS to use to start proactively attracting financial service clients to you.
Click here to open or download the PDF of the Archer Advisor Agreement to fill out and return.
Archer Advisor & U4 Agreements to Complete and Return to our Office:
Click here to open or download the PDF of the U4 agreement. Fill it out the best you can and return it to our offices with a check for $350 payable to:
Archer Investment Corp.
9000 Keystone Crossing
Suite 630
Indianapolis, IN 46240
I don’t know how to say this any other way. Adding financial services is one of the simplest ways I know to enhance your practice. I have done it myself.
It is just as simple as discussing (you) with your client the need to save with no-
The best part of it is you only do the discussion and fill out the application. We take care of the rest. Some firms over the course of years will easily add $100,000 in revenues to their practice. This revenue can be a lifetime income stream.
Join me on September 25, 2008 as I will help you to create a timeline for implementing Financial Services. I will help you get registered, help you with weekly study calls, and put together the time to take the exam by October, 31. Sometimes it is easier to get things going when you have a partner to help you. That is what we are here for.
If you want to get started immediately, call me at 800-
You See How I Will Personally Walk You Through The Entire Process... But You Need To REGISTER FOR THE CALL FIRST (fill in your info below & click Submit)
Join me on
September 25, 2008 as I will
help you to create a timeline for implementing Financial Services.
I will help you get registered,
help you with weekly study calls,
and put together the time to take the exam by October, 31.
Sometimes it is easier to get
things going when you have a
partner to help you.
That is what we are
here for.
Archer Investment Corporation is a Registered Investment Advisor. The Archer Financial Advisors Network is a dba of Archer Investment Corporation. All client model portfolio accounts are held and maintained at TradePMR, member FINRA/SIPC.
Mutual fund companies impose internal fees and expenses on clients. Such fees are in addition to the 1% (negotiable) advisory fee associated with the management of the model portfolios described in this web site. Complete details of such internal expenses are specified and disclosed in each mutual fund company prospectus. Complete details of advisory services and fees associated with the model portfolios are described in the Archer Investment Corporation's ADV Part II and Schedule F. Clients are strongly advised to review these disclosure documents prior to purchasing any investments or services.
Archer Investment Corporation is also the investment advisor to The Archer Balanced Fund which is included in most Archer Financial Advisor network model portfolios. In such portfolios, Archer Investment Corporation ears an advisory fee at the fund level as well as an advisory fee for managing the model portfolios.
Clients may purchase shares of mutual funds directly from the mutual fund issuer, its principal underwriter or a distributor without purchasing the services of the Archer Financial Advisor Network or paying the advisory fee on such shares (but subject to any applicable sales charges). Certain mutual funds are offered to the public without a sales charge. In the case of mutual funds offered with a sales charge, the prevailing sales charge (as described in the mutual fund prospectus) may be more or less than the applicable advisory fee. However, clients would not receive the Archer Financial Advisor Network's assistance in developing an investment strategy, selecting securities, monitoring performance of the account, and making changes as necessary.
You should carefully consider the investment objectives, potential risks, management
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contains this and other information about the fund, and should be read carefully
before investing. You may obtain a current copy of any of the fund's prospectuses
contained in the Archer Financial Advisor Network model portfolios by calling 800-
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Archer Investment Corporation
9000 Keystone Crossing, Suite 630 -
www.archerfan.com
800-