IFW Retirement Roadmap Experience Six-Step Sales Story Training & Resource Library
Congratulations on being selected as a Certified IFW Financial Professional! And welcome to the IFW Retirement Roadmap Experience Sales Training & Resource Library! Everything you need to know about the six-step sales story is available here 24/7.
Click to Watch This Welcome Video
Over the past several years, we have developed a powerful and compelling six-step sales process that guides prospects through their IFW Retirement Roadmap Experience. This process establishes credibility and trust, finds specific problems you can solve, and gets complete “buy-in” to the concepts and solutions you are presenting.
From there, you present their current situation, followed by a before and after scenario that provides a significantly improved retirement success score. This gives the prospect an easy-to-understand way to see the benefits you are providing, causing them to take action and make you a member of their financial team.
Below is our complete resource library with a specific video for each step of the process. Browse each section at your convenience, and a full role-play sales demonstration is available too.
We all know conducting a quality and accurate fact finder is a critical element in the sales process. Watch this quick video to get some fact-finder best practices and nuances for The IFW Retirement Roadmap Experience.
Click This Video to Watch Some Fact Finder Key Highlights
1. Connect
2. Set The Stage
3. Verify
4. Current Situation
5. Future Destination
6. Take Action & Convert
Click to watch IFW CEO Erik Sussman go through a full six-step Retirement Roadmap sales presentation.
Key Takeaways
- Build some initial rapport.
- Provide a bulleted list of your credentials and experience.
- Find the top reason they are investing time with you and how you can help them.
Click to Watch Step 1 Key Takeaways
Key Takeaways
- Introduce Tom Hegna and the idea of a “just in case” retirement
- Provide a background on the US Tax History and debt situation
- Get them to acknowledge that tax rates are likely to increase
- Educate the prospect on the sequence of returns risk
- Have them acknowledge the value of having a volatility buffer as part of their portfolio
Click to Watch Step 2 Key Takeaways
Key Takeaways
- Make sure you have the correct and most up-to-date information
- Get them to buy in to desire the highest retirement budget possible while maintaining certainty they won’t run out of money.
Click to Watch Step 3 Key Takeaways
Key Takeaways
- Establish the credibility of the IFW Retirement Roadmap Software
- Explain Monte Carlo Simulation and the unique IFW programming for the volatility buffer
- Show the prospect their current retirement
Click to Watch Step 4 Key Takeaways
Key Takeaways
- Show the adjustments made to the plan.
- Review the “Before and After” retirement success scores.
- Build excitement and get them engaged about what is possible.
Click to Watch Step 5 Key Takeaways
Key Takeaways
- Review the specific things you did to improve their situation with specific questions and have them acknowledge that they are better off implementing your suggested strategies.
- Set a follow-up meeting to present the specific solutions
Click to Watch Step 6 Key Takeaways