You are currently on the "Program Introduction" Page

 



Information You May Need Before
Joining the Program

 

 

 

 

How New Members

(Who Become Your Prospects)

Encounter and Perceive the Program

 

Member's "Invitation" Landing Pages

 

 

 

 

Member's Website - Available After Joining

 

 

 

 

 

 

 

 

 

Go To the Order Page

 

The button below will take you
directly to the Order Page where
you can choose your territory
and become a Subscriber.

 

 

Imagine Having a Database of Over 250,000 Canadians Who Are Looking for Help With Various Financial Products - and You Have Permission to Contact Them Regularly (DNCL Exempt)
We Have - and Are Now to Making Them Available to Our Subscribing Financial Advisors

 

Over the last 9 years, since the launch of The Canadian Financial Security Program financial-help websites, we have had over 250,000 Canadians "join" the program as "Members", granting us, and our associated financial consultants (Subscribing Financial Advisors) permission to contact them by email, mail or by phone, all DNCL Exempt, to help them with their financial product and services needs.

 

We are now contacting these 250,000 "Members" on a regular basis with current information on financial products and services, and from these contacts, we are generating a second level "survey" or "inquiry" from Members who are seeking specific information and help with financial products.

 

These new "Level 2" leads and inquiries are now being sent to our Subscribing Financial Advisors along with the regular weekly Financial Questionnaires.

 

To see the details on this newest section of the program, click here.

 

 

 

    


You Must Go Through Certain Steps To Acquire a New Client



THE CONTACT: Someone to talk to that could open a door to a new client.
   
QUALIFYING: A way to sort the true prospects from the "suspects".
   
THE APPROACH: A comfortable way to make "first contact" without being perceived as intrusive.
   
QUALIFYING: Sort further.
   
THE APPOINTMENT: A motivating reason for the (now identified) prospect to meet with you. Presenting a package that can deliver "total financial health" and especially "reducing income tax" and "investing safely" are far more attention stimulating than just life insurance or offering "more" investment advice on an already confused subject.
   
MORE QUALIFYING: Sort further at the beginning of your face-to-face appointment. (You do not want to waste your time with someone who, for any reason, is not likely to become a client.)
   
THE PRESENTATION: A presentation that comfortably brings out the prospect's present products for your review, stimulates the prospect to consider any potential "problems" with his or her present products, identifies YOU as an advisor capable of offering solutions to solve the prospect's problems, and guides the prospect toward the product that YOU want to discuss (sell) first (such as life insurance or investment vehicles).
   
THE CLOSE: The prospect becomes a NEW CLIENT.


Up to 30,000 Canadians Visit One of Our Entry Webpages Every Month
and Up to Five Thousand of Them Become New Members
and Fill Out the Financial Questionnaire

 

 

AS YOU REVIEW THIS MATERIAL, PLEASE DO NOT FILL OUT A QUESTIONNAIRE

 

As you use the links below to see the program through the eyes of the public, please DO NOT FILL OUT A QUESTIONNAIRE at any time. You will be able to see all pages simply by using the links made available on this page.

 

SOME OF OUR LANDING PAGES THAT BRING NEW MEMBERS TO OUR PROGRAM

 

Free Canadian Will Kit

 

Free Book on Saving Income Tax

 

General Landing Page

 

Canadian Legal Forms, Documents & Templates

 

On these "Landing Pages" visitors can see the content that will be available to them, but cannot access it until they JOIN and fill out the financial questionnaire - from which the "true prospects" are identified.

 

 

 

When They Join and Submit the Questionnaire (Survey)
The New Member Gains Full Access to All Materials and Information

 

 

 

THE NEW MEMBER WILL THEN RECEIVE THESE TWO MESSAGES TO BEGIN THE WARM-UP PROCESS

 

 

 

Sample of "Welcome Message" and "Follow Up Message" Sent the Day They Join and the Following Day

 

 

 

 

 

See the Financial Questionnaire as Submitted by the New Member

 

 

 

THIS IS HOW THE VISITING PERSON SEES THE AND FILLS OUT THE QUESTIONNAIRE AND
WHAT IT LOOKS LIKE WHEN IT IS SENT TO OUR SUBSCRIBING ADVISORS

 

The Financial Questionnaire from which the Prospects are Identified

 

 

 

 

 

Questionnaire Results

 

    Here are the results from the questions from an average month's Questionnaires:

     

  • 13.3% answered YES to: “Are you presently looking for life insurance?”

  • 14.4% answered YES to: “Would you like to have your present life coverage reviewed?”

  • 69.5% answered YES to: “Are you open to a better way to invest?”

  • 27.8% answered NO to: “Are you satisfied with the investment advice you are receiving?”

These Questionnaires are directly responsible for finding many new life and investment clients and generating thousands of commission dollars for our Subscribing Financial Advisors.

 

 

A Powerhouse of a Pre-Approach Letter
and a "Business" Game-Changer

 

 

 

ALONG WITH THE TWO NEW "WELCOME" AND "FOLLOW-UP" MESSAGES, THIS LETTER IS DRAMATICALLY IMPROVING THE SUCCESS RATE FOR OUR SUBSCRIBING ADVISORS

 

Sample of the Pre-Approach Letter Materials

 

 

 

Read the sample letter and imagine how this will influence your reception when you make phone contact. It is truly prospecting gold. Note the reference to "The Four Cornerstones to Financial Health" in the Confirmation of Membership - Message 2 and in this Pre-Approach Letter. This concept and presentation can be used as a powerful motivator for the prospect to agree to an appointment when it is properly used.

 

 

 

  

 

Be Recognized When You Phone and
Secure an Appointment With the Members You Want To See

 

At this point, your new contact has received two email messages from us and a postal letter introducing YOU. He or she has been reminded of the benefits of the program, and urged to take the opportunity to view The Four Cornerstones to Financial Health presentation. You are now going to do some further qualifying to decide if a personal visit is worth your time and if YOU decide it is - use the Four Cornerstones presentation as a powerful door-opener to make an appointment. Remember, once you have established there is a "need", you need to build a rapport before you can begin selling. This new sales tool can open just about any door when used properly, can help you build rapport, and then can transition the interview into a life insurance or investment interview in less than 10 minutes - and without a "bump" in the flow of information.

 

If you conclude during the phone conversation that this member is not qualified for a personal visit from you, you conclude the call by thanking them for their time, tell them to watch for instructions by email to take them to the presentation online, and let them know we will keep them updated on new helpful financial information. If they need personal help with any of the topic that we offer assistance, they can fill out a "Contact Us" form on the Member's Website.

 

See "The Four Cornerstones to Financial Health" Material Now

 

 

The Four Cornerstones to Financial Health


 

 

 

The 5 Keys To Success as a Financial Advisor

 

 

  1. Identify - Find someone to talk to and give them good reason to want to talk to you.

  2. Qualify - Establish whether or not this person has a "need" that you can fill.

  3. Appoint - Convince them that it is to their benefit to meet with you.

  4. Present - A presentation that makes them want to show you their present financial products.

  5. Close - A good presentation always leads to a natural close.

 

 

.....and we help you accomplish all FIVE with comfort and purpose

Online Lead Generation System
Advisor Introduction Audio

(26 Minutes)



Play Now

 

Click here to download this mp3 audio
for later use on your computer

 

 

 


 

 

The
Subscribing Financial Advisor's
Guide
To Online Prospecting

 

 

 

 

Download Now

 

 

 

 

 

 


We Guarantee You Will Receive 21 Valid Questionnaires Each Monthly Period

 

The subscriber will pay a monthly fee of $295 plus GST/HST. There is no long-term commitment; the agreement is on a month-to-month basis.

 

If you are not happy with the results the first month, you may withdraw from the Program before your month renews as stated in the "Confirmation of Territory" message you will receive when you become a subscriber.

 

And, you have the security of our guarantee that you will receive at least 21 valid Questionnaires, or the "credit" process will be activated.

 

This Program must be a win-win situation for it to work. That's why we GUARANTEE that you will receive at least 21 properly completed Questionnaires from our new Members each month. We guarantee to replace any invalid Questionnaires or give you a credit (toward your next monthly fee) of $14.00 for every one we fall short of this target. For example, if you only receive 17 in a given month, we will give you a credit of $56.00 toward your next month's fee.

 

With this guarantee - you only EVER pay for what you receive.

 

 

Some Often Asked Questions Answered or Reiterated

 

 

 


Go To the Order Page

 

The button below will take you directly to the Order Page where you can choose your territory and become a Subscriber.

 




 

 

Contact Information

True Help Financial Planning Inc.
True Help InterNetwork Corp.
Michael F Murphy, President
Toll Free Phone: 1-877-962-0224
Toll Free Fax: 1-877-962-3444
Email: mfm@truehelpfinancial.com

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