Subscribe Today!
Each month, we promote three advanced sales concepts that target business owners and high-net-worth individuals. Here’s a brief rundown of what you can expect once you become a subscriber!
Email ralph@thewealthconcepts.com to chat or subscribe today!
What You Deserve
Grow your business by leveraging your strengths and opportunities with our capabilities.
You want someone who is dedicated to helping unlock possibilities and meeting the financial needs of individuals, families and small business owners.
How would you like access to all the necessary products and tools to better assist you in your business?
Receive a higher standard of support than you would anywhere else here – at Wealth Concepts.
Leverage Life Process
Professionals like you who have access to business owners, professionals and the high-net-worth mature market have find the most value in the services offered by Wealth Concepts. They expect the sales process to be locally managed from case submission to paid commissions.
Circle of Success
When you become a Premier Producer, you will receive support and services to help you excel.
The Tactical Approach
Have your short-term marketing strategy developed to enhance revenue within 6 months.
Services provided:
- Completion a personal/business analysis
- Definition of your QUICKstart opportunities
- Development of specific concept-focused cases
The Strategic Approach
Focused on longer term growth, you receive a strategic business plan that encompasses a detailed approach to planning – focused on financial, marketing and management elements. A marketing plan and supporting implementation action list are provided. Should you take advantage of the Virtual Concierge, your entire campaign will be executed for you.
The Local Advantage
- Local illustration support – with a fast turnaround guarantee
- Professional case design
- Sales kits and additional marketing support materials
- Place to order all APS’s, exams and reports
- Case tracking and follow-up from submissions to commission
Carriers
Everyone is different. As an independent advisor, you recognize the importance of diversity – that some companies are going to have better solutions for different scenarios.
You want reliable and responsive service, which are key ingredients of the Producer Value Commitment. That’s why Wealth Concepts formed strategic relationships with many different companies: to make sure that we always have the best answer to you and your clients.