Questions for CEO's for review and comment

[KARL BAREITHER]

 

1). The Family Business Renewal (FBR) System is a three phase, nine step model, that guides an advisor through the wealth transfer process when working with high net worth family owned businesses. It has been successful since 1969 saving hundreds of business owners millions of dollars. We assist advisors to become fee-based WTS that move beyond the transaction sale approach to a fee-based process consulting model that includes all family members.

Would you be interested in learning more about our program and how we could help you train your trainers, field managers and advisors?

 

2). After 50 years in personal production as a Wealth Transfer Specialist, we are now interested in helping clients like you and your company INCREASE planning services and REVENUE by transitioning advisors to a fee based planning service model. In addition, advisors will more than DOUBLE product sales in the process. By redefining the client as all family members you will increase advisor credibility and increase the advisors book of business, teaching them how to go beyond the traditional sales approach to a fee-based process consulting model.

 

Please message me a time we could talk if you’d like to learn more!

 

3). I founded the FBR System in 1969 to help HNW family own businesses clients to better understand the importance of wealth transfer planning. We are now offering this proven program to financial, insurance, and tax organizations like yours, to help train company trainers, field mangers and advisors to become Wealth Transfer Specialists (WTS).

 

Would you be willing to take a few minutes of your time to learn more about this opportunity?

 

We will send the question and try to transition to a live call immediately. Your thoughts?

[n d]

Hi @karl-bareither, are these your Trojan Horse / 4 Questions???

[KARL BAREITHER]

After speaking with Halle and Kent – we are going to try this question for CEO’s, and test two approaches. We still need to come up with 4 questions we like as we did not get good feedback on our initial 4.

 

 

For over 50 years, The Family Business Renewal (FBR) System has saved high net worth family-owned businesses millions of dollars, and saved countless families from strife and fracture.

 

Would you like to know more about how we could help you train your trainers, field managers and advisors?

 

[KARL BAREITHER]

Evidently the four questions didn’t come across. The one above is a one question test. These are the questions for the four question test.

1. was great to connect with you. Do you work in the business owner market?
2. It looks like we may have some synergy – are you happy with the sales results you are currently getting?
3. Would you like your advisors to sell more product and receive a planning fee for services provided?
4. If I could show you a way to effectively train your trainers, field managers and advisors to increase their revenue AND get them into the high-end family owned business market would you be interested in learning more?
5. What would be a good time to talk either today or tomorrow?
6. What’s your mobile number I will call you…

 

[n d]

Hi @karl-bareither, a really nice job making those revisions!

Give these a shot for 2 weeks and return with stats and we can take a look.

Make sure you’re tracking how many messages you’re sending out and how many responses you are getting AND the drop off point.

[KARL BAREITHER]

For Thursday’s call we would be interested if you feel it would be a good idea to send our infomercial to our Linkedin connections that respond to our question, as our response.

 

https://www.linkedin.com/in/karlbareither/detail/recent-activity/

[n d]

Hi @karl-bareither, that’s a very good question! I recommend you not doing that – stick to the 4 questions.

When you get them on the phone, that could be something you could suggest they watch or even have it as a link at the end of your emails.

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