The Situation

A certified financial planner (who also just happened to be an attorney) wanted to set up a side business offering a service to attorneys to help evaluate the cost basis of financial instruments left in an estate. As a CFP, he had the right tools for the job, and he could easily determine the cost basis. Most attorneys, when they see the decedent’s relative get out of their car carrying a box overflowing with stocks, bonds, real estate deeds, etc., start to cringe, as they only have so many days by law to settle that capital gains tax due, so the CFP knew he had a good market. His goal was to grow his business to $100,000 in 12 months.

The Solution

Our client did not have a lot of money, and he certainly did not have the time he knew it would take to focus on getting this side business started. So he contacted RES to develop an “easy” lead generation system to help him achieve his goal.

What RES Did to Get the Results He Wanted

RES utilized our G15 Very Low Cost Lead Generation Machine tool and took the attorney through a few hours of “Best Message” development. The G15 Lead Machine is set up using the Lead Generation Equation: “The Best Message to the Best Person in the Best Target using the Best Media Mix at the Best Contact Intervals”. In this case, the Best Target was other attorneys who handle these kinds of cases. The Best Person was the Lead Attorney for the firm. Developing the Best Message with our proprietary tools took about two hours. We decided that a well-written letter was the Best Media for a law firm. So we crafted a very persuasive but simple one-page letter.

Actual Results

Our client sent out one letter to 20 local firms. Sixteen of those called him back within the week, and he ended up signing up five immediately. These generated his $100,000 goal in just 6 months!

Our No Cost No Obligation Compare & Contrast Analysis will give you objective data to see if our approach could be cheaper, better, and faster than your current sales growth approach. If it is, would you not want to at least know that you can get better results with less cost in less time?

Call us – let us do one for YOU.