How You Use Them

More than 1500 financial sales professionals have discovered the best way to use their WebPrez videos is also the easiest. It\'s a simple 3 step process that you can use with your ALL clients, prospects, leads and referrals.

1) Call for Permission to Send Them a Video Email Message

Agent: Hi Rich, my name is Allen Taylor. We\'ve never met, but I\'m not selling anything. I\'m only calling to ask if you would like to watch a short email video on how to "Avoid Paying Taxes on Your Retirement Income".

This video addresses a very common problem, and then explains how to solve it using a special provision of the tax code. Can I send it to you by email?

Prospect: What\'s it about?

Agent: It\'s about converting your retirement savings into tax free income using a special provision of the tax code. Can I send it to you by email?

Prospect: I guess so.

Agent: Okay Rich. I\'ll send it over to you right now, so you can watch the video whenever you want. And if you have any questions about it, just let me know. My phone number and email address are on the video.

2) Send a Short Email Message with Your Video Link

Subject: Short Video from Allen Taylor

Hi Rich, here\'s a short 5 minute video on how to "Convert Your Retirement Savings into Tax Free Income". It addresses a very common problem, and then explains how to solve it using a special provision of the tax code. Just click here to watch it now: http://www.webprez.com/1234/1 Thanks, Allen

IMPORTANT: Your message should always use the recipients first name, and ideally should also include a photo of yourself next to your name or signature. This makes it personal, which adds "trust" to your marketing.

3) Follow Up with a Personal Phone Call after You Receive the Email Alert

Hi Rich. This is Allen Taylor, and I see that you just watched the video I sent you. Do you have the problem that was described in the video? And did the tax benefit / advantage make sense to you?

IMPORTANT: Keep your prospect focused on the "problem" and the tax provision... NOT on the solution. Because this helps them to see you as a problem solver instead of a sales person.