• Successful sales follow a process. Top tennis players do the same thing every time regardless of different opponents. Sales are the same.
• Winging it will get some results, but rarely theconsistent results we want. The psychology of the sale and how to approach our career is vital. Listen to this video, then go to the folder you need at any time.

• Positioning is critical and here you’ll learn howto be firm, effective, friendly and agree with prospects you work via referrals. Game changer!
• You’ll also know how to make a sale in under 3 minutes with 6 questions. (folder 16)
• Videos Include:
• Aim of the 1st meeting with a new prospect
• Start of the 1st meeting
• End of the 1st meeting
• Book a Backup

• Doing these two vital things will let you know how likely you are to get the business AND referrals.
• I call these my ‘Mini Crystal Ball’!
• How useful will it be to know in advance whether everything is ‘ok’!
• Video Included:
• Mini Crystal Ball

• Learn how you’ll make this super productive. This is a goldmine when done properly.

A 15-minute chat and a coffee is not it!

• Set up the next 3-6 sales AND the next 3-6 referrals from this client during this meeting.
• Video Included:
• How to set up the next 3 -6 sales and 3 -6 referrals.

• Existing clients are an untapped GOLDMINE! DOUBLE YOUR BEST 30 CLIENTS in weeks.
• How much is it worth if your 50/100/200 clients gave you just 1 referral?
• Clients WILL introduce 2 QUALIFIED REFERRALS minimum each year when you know how.
• Learn how to ask every client effectively, even if you’ve asked before, or haven’t asked before.
• Videos Include:
• Aim of the review/service meeting
• Clients who will refer but haven’t … yet.
• Clients who are reluctant / won’t refer and how to handle them.

• This unique approach will get acceptance and the meeting. There is a good way to call referrals and a GREAT way to call. Learn how here.
• GOLDEN REFERRAL – SERIOUS GAMECHANGER! Learning how to get your clients to call the referrals AND hand you the phone is GUARANTEED BUSINESS!
• Video Included:
• ' The Golden Referral'

• Just these 2 alone, will get you results in the next 24 hours! Make it impossible for your clients not to refer you! A vital part of making me a multi-Millionaire.

• It is vital to position yourself correctly at the start of a meeting with a new prospect. This will help allay all fears a new prospect will naturally have when meeting ‘salespeople’.
• This can be done face to face and online in zoom/team meetings.
• The key here, is never tell what you can show, and also what do you show?
• Vidoes Include:
• Instantly set confidence and get trust from your prospects.
• Overcome all doubts about you by your prospects.
• Set yourself up for referral and business success.
• A business card and smile just won’t cut it!

• Often it is difficult for advisors to open a referral discussion.
• This one question will solve this every time and is a major part of the breakthrough to referral success for many advisors.
• Video Includes:
• Learn the blueprint of WHY your clients and prospects WILL refer you.

• Vastly overlooked and underestimated. This can be a simple steppingstone to referrals when done properly. Here you’ll learn how.
• Why and how testimonials grow your business, and the best time and way to ask.
• Video Included:
• Testimonials are a vital yet overlooked part of getting referrals and business

• Imagine being able to sell insurance, savings, pensions, and lump sums, WITHOUT mentioning the dreaded words, insurance, savings, pensions, lump sums, AND money!
• Master the art of: “The best presentations are the ones no-one sees coming.”
• Videos Include:
• 3rd party selling
• Make sales with THIS cheque.
• Magic paper tape measure
• ‘Butterfingers’
• Cost of delay
• It isn’t going to be enough – savings.
• How much do you need?
• Discount college fee savings
• Teach clients compound interest.
• High income Vs wealthy
• ‘Self-test’ income drop chart
• ‘Barchart’
• Trade time not money
• What growth rate?
• Which savings plan? – design your own
• ‘No money before Xmas’
• Don’t say ‘make you rich’ say, ‘stop you being poor.’
• High income Vs wealthy

• Master the art of: “The best presentations are the ones no-one sees coming.”
• Videos include:
• One arm bandit
• Coffee millionairess
• It isn’t going to be enough – insurance.
• Barchart
• Trade/swap time not money
• Number 1 rule to sell more insurance.
• 3 biggest mistakes selling insurance.

• The Quality Of Your Life And Business Is The Quality Of Your Communication
• Videos include:
• 3 keys to effective communication
• Outcome not process
• ‘what does good mean?’
• Become a question expert
• Tape machine end of meetings
• Zoom - reduce swerves
• Zoom – solve mistake no.1
• Zoom – solve mistake no. 2
• Sales aids – which ones work?
• Beggars can’t be closers
• Should you answer a client’s call?
• Business card – small print!
• Highly effective pa
• Which pen to use?
• Which phone to use?
• ‘sign or autograph’
• Rapport – biggest mistake

• Included here is THE MOST POWERFUL FACT FIND EVER. Create business where there was thought none, AND increase premiums many times.
• ‘Book a backup’ and save sales that are sliding away, a real Game Changer!
• Videos Inlcude:
• The most powerful fact find ever
• Book a back up
• Testimonials
• Handling objections
• ‘It’s too much’
• Make a Sale in under 3 minutes with just 6 questions
• 2 x your income every 3-6 months
• Wrong calculator
• Each client is worth $93,000

• It Many simple things take just a few minutes YET.. can have a huge return on business!
• Thank you cards and a monthly quiz take minutes. I once played ‘thank you card tag’ and gained 7 referrals and 7 clients. The cards cost me £2.50. Learn the best way to use them.
• Vidoes Include:
• Thank you cards
• Monthly quiz
• Effective business cards
• Where do you sit?
• ‘prove yourself’ first
• How long is a meeting really?
• Best-selling times
• How much knowledge do you need?
• Coffee or water?

• Many advisors can make a Million in the same time as they take to make $200k.
• Understanding how, and often there are just some minor changes that can do this.
• Video Includes:
• Your exit plan and why you need one
• Effective goal setting
• Your time is vital – monitor it
• The power of 1
• Make a sale a day
• High net worth client myth
• Bank a million in 36/48/60 months

• Advisors who have made $million, first$100,000 cheque, made 10 x their previous income in 3 months, over 50 referrals in just 4 weeks, and more…..
• See and hear them on my website brianpeters.coach
• Hear Testimonals From:
• Danny
• James
• Tim
• Mark
• Barry
• Howard 1 & 2
• Jude
• Julie
• Matt
• Sai