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Testimonials Society of Financial Service Professionals
Our world today is a world dominated by technology and specialists. I have reached the conclusion that I can only be an expert in a very narrow range of subjects. I have determined that marketing is not one of the areas in which I am an expert, so I have hired one to do my marketing. John Melchinger is an expert in marketing and is on the cutting edge of what is happening in the financial services industry. I spend between $3,000-$4,000 per year on his services, and the results have been excellent. I win two ways. First, I have the time available that I used to spend developing marketing strategies to spend with new clients. Secondly, I have the excellent marketing ideas developed specifically for my practice to use to develop new clients. It is impossible to go forward with old ideas. New ideas are a necessity just to keep up. You need ideas and a strategy for using them to be a leader into the next century.
I would like to personally thank you for spending these past 3 telephone sessions with me, and I can assure you that the time spent with you has been well-worth it to me for several reasons. The most important reason is that after nearly 35 years in the insurance/investment/financial services business, I realized that I was not getting any better at doing the things that needed to be done in order to move up the ladder of success several rungs. My prospecting and referral methods were almost non-existent, and my cross-selling skills were greatly eroded by time and lack of practice. Most of all, I was getting very tired of doing the same things day after day and not getting the results I expected of myself. Your “cross selling” ideas have been very helpful to me and I am already beginning to see the results. In addition, finding the “right” prospect to develop as a client is also starting to blossom, due to the “introduction” method of getting quality people to meet and talk with, instead of just a few names here and there. I would definitely recommend your programs to anyone who wants to “jump-start” his/her career or who is just beginning in this business. Thank you John for all of your efforts, and I plan to take advantage of the services offered on your web-site as often as possible.— David T. Green, AAMS, CLU
John Melchinger - A good friend who is the best listener I've known, and who has helped me greatly with his marketing genius in the financial services business.
WOW! I saw your article on FSO and it is so on the money. Your "Cloud Talk" is one of the best tracks I've seen at establishing trust and credibility at an initial interview. The fact that you developed this in the 70's is even more impressive. When everyone else is talking "Close, close, and close again." you had developed the counselor approach. I imagine it was not well accepted then, especially by "management types" who think that this "touchy-feely garbage" would interfere with the bottom line. You've won a fan.
Let me add my name to the list of people who have good things to say about your presentation. I think that you helped make the Breakout Sessions set a new standard of excellence. Personally, I was extremely proud to serve as your captain. You should be proud as well for the great job you did. Your preparation, your message, and your delivery were superb. Thank you for all the effort you put into this. Sit back and enjoy the accolades you truly deserve. Always know that you helped make history at the MDRT meeting in Atlanta.
John, your presentation was first class as it provided a range of information from current trends in the industry to sales and marketing processes for client meetings. Our normal attendance is about 45-50 members, for your workshop we had 110. Great job, thanks again.
Wow! What a great newsletter!! I especially liked the various fonts that were used - it made the reading very easy. There was a wealth of information, with my favorite being: The Three BEs of Marketing. Thanks again for your generous sharing.
I wanted to congratulate you on a job well done on your August article in Broker World. Unfortunately I did not "make" (rather than get) a chance to read it until just now. This is the kind of article that can impact financial service professionals in more ways than you will ever know. Frequently I begin articles and lose interest quickly but I was hooked from the start- "advisors who refuse to reveal themselves personally to clients, centers & prospects miss the boat entirely. They do not give others the best opportunity to learn to trust them as people, which means they earn less trust as advisors than they could."- Brilliant! I believe I was "missing the boat entirely" by not making your articles required reading a long time ago. You &/or Broker World might consider publishing a collection of your articles.
I want to thank you for your presentation on marketing at our membership meeting last week. The above average size of the group was indicative of how interested the memberships was in hearing your presentation. They were rewarded. You kept your promise of making it fun and helping us to move toward our fulfillment. I heard positive comments after the meeting and have received calls regarding the interview on client introductions. . . . It was a pleasure meeting you. I welcome and will look for an opportunity to have you back. I think you have a great message; one the financial planners need. Our business is relationships with our clients. |
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