More Cheese Less Whiskers

Today we have a really great conversation with Derrik Hubbard, a financial advisor in California. He has a really successful system he's been using to mail an invitation to the ‘right people’, a specific group of people in the area around the location where he runs a Social Security workshop. It’s a great example of the vending machine I’ve described in the last few shows. He has people to come to the workshop and from there they meet with him for a strategy session and becoming clients. It’s a system that works, and over the hour of the show we ran through the whole process of exactly how it works over his 30 day cycle. Picking the list, mailing the postcards, holding the event. Within 30 days, he has a number of people in his office and now he's able to work with them in a relationship that's going to yield a great return over the course of several years for him, and helps the people maximize what they're doing in their retirement. We spent a lot of the time talking about how to maximize that process and ho