The Tactical Producer

Mark Sheer will help you grow your business by coaching you how to:

  • Duplicate your A clients.
  • Receive favorable introductions from your existing clients.
  • Develop partnerships with COI—Centers Of Influence to obtain favorable introductions to A clients.
  • Collect larger fees, commissions and assets under management.
  • Increase the quality and size of your sales.
  • Work with the clients you enjoy most.
  • Improve your effectiveness.
  • Leverage your opportunities.
  • Earn more money in less time and have more fun in your career.

Shorten your success-cycle using a results-proven process.

Mark’s Tactical Advisor Program includes

  • Live tactical coaching to practice and learn how to effectively deliver the Partnering Process.
  • Telecoaching to share best practices and successes, practice key elements and trouble shoot.
  • Custom handout and tools.
  • Move Beyond Success—Obtain significance coaching manual.
  • Homework assignments to begin to internalize and effectively deliver the process.
  • Weekly tracking and reporting of your goals, activities and results for constructive comments from Mark to stay focused and on track for maximize results.
  • Unlimited email access to the Sheer Team includes: customizing documents or tools and answering your important questions and any problems you are experiencing.

Testimonials

Using your techniques, in the last 4 weeks I have achieved my goal of receiving 30 qualified referrals. So far I have reached 14; some are now clients and I believe all will be soon! Also, I met an attorney who, on my first visit, became a networking partner and has already earned me $15,000 and will probably earn me 5 times that amount very soon.

Alan Ryals, Allmerica Financial
Because of the personal results that I have achieved, I am very enthusiastic about Mark's Referral program that I participated in. Among other significant results, I personally received 30 qualified referrals to million dollar prospects from one CPA. My advisors who are participating in the Fast~Track program have done so well that for the first time our cluster has surpassed the national average of referrals received; and so far, less than 20% of our advisors have begun the training program. Of course, I will be recommending Mark's Referral program to the balance of our advisors.

Homer Nottingham, American Express Financial Advisors/Ameriprise
The Sheer process reorients the process of “referrals” from CPAs/COIs to building a professional partnership. While we may say we work with CPAs/COIs on an even basis, going through the Mark Sheer process quickly shows how we as financial planning professionals (me included) really operate one step away from begging for handouts.  Mark has helped me to better understand the needs of the other professionals and to engage in a dialog in such a manner that I have been able to put together multiple powerful professional partnerships that will help me grow my business.

Cindy Deavel, Lincoln Financial Advisors Corp
To test the effectiveness of the Client Profile I asked for people worth over $10 million and asked for my ideal candidate to be worth over $100 million. Amazingly enough I have met three people worth over $100 million. I finished this year over $100,000 of first commissions. Mark, I just wanted to bring you up to date. In 1999, I closed $260,000 in FYL life insurance or investments.

Michael McCormack, Sagemark Consulting

Client List

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