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My Success Story

My Success Story
Free Download - Getting Referrals By Donald F. Pooley
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About 18 months ago Don asked me to write in this space. I chose to write an article called "How I acquire clients". After connecting again with Don a short time ago, I thought I'd tell you how my business has changed and grown since.
For one thing, I've started to season as an agent. Not only has my income continued to grow but the hours I work have started to drastically decrease. Most of this I attribute to the organization I represent, and how it continues to market its services through me.
I haven't cold called for a number of months. Instead I find new clients is through a system somewhat similar to the one Ken Vargas described in a past TIP. I also find seminars are a great way to offer services in a non-threatening way.
Instead of cold calls I introduce myself to referrals with a well written letter, along with information about the organization I represent. Included is a personal brochure (soon to be a CD business card) and a website link. This is inserted into a plain envelope addressed in hand writing to the prospect.
Close to ten percent of the recipients call to schedule an appointment with me (and receive a free gift). Almost forty percent of the letter recipients eventually become clients of mine. Talk about a cost effective way of self-promotion!
Client newsletters are another low-cost means of important communication. I estimate that for each $1.00 spent on a newsletter (that I learned about through TIP called LIFE LETTER) I've generated over $3.00 in First Years Commissions. Thanks again to TIP for this client newsletter program.
Our business can provide a reasonable agent with a wonderful and fulfilling income. More importantly than that it has allowed me time to spend with my family.
James Dietrich, FIC in his 4th year in the business, still says he "enjoys it immensely". He lives in North Central Saskatchewan, with Angela, his wife of over 13 years, and their 3 boys. Email him at james.dietrich@lutheranlife.ca.





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Dianne Crampton is North America's leading authority on team culture.  She is an author and professional speaker and president of the leading team culture consultancy, TIGERS Success Series, Inc. Crampton has been helping CEO's and Executives connect their employees to their core values and goals for over 20 years using the trademarked TIGERS team culture process, which stands for trust, interdependence, genuineness, empathy, risk and success. To download a free white paper on behaviors that build strong teams and behaviors that will predictably tear them down or to subscribe to TIGES Free monthly e-newsleeter go here.

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As a Certified Information Systems Auditor, Michiel assists businesses in a professional capacity by evaluating the threats to their businesses. He acquired the necessary knowledge, skills, and techniques to minimize a business owner’s risk of business failure and to maximize his chances of high growth and success. He strongly believes that you CAN maximize your chances of business success, by implementing the business solution he has advocated for more than 12 years in your business plan and planning. Michiel has decided to share his experience with business owners by putting almost everything he knows in a business plan and survival guide (compiled in an e-book format) and written as a high growth SMB coaching course for SMB business owners, directors and managers - titled as the “Survival Kit for Small and Medium Businesses - Profit from your Business Risks!” According to Michiel, his goal was to add new techniques to a business owner’s business planning survival kit and instruct him or her in using these in the future - without any help from a consultant! For more information about the benefits of implementing profit protection planning in your business, please visit: http://www.business-around-the-globe.com - Visit Michiel Jonker's Website

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Donald F. Pooley
(Visit Donald's Website)
Don Pooley, the author of this article, allows you to publish it if you include these credit lines: Copyright 2005, Donald F. Pooley, Inc. Don Pooley CLU, CFP, CHFC, "The Advisor's Advisor" has shared his marketing know-how with audiences of life insurance men in all major Canadian cities, London, Australia, Chicago, New York, San Francisco, Hong Kong, and Singapore, and now in his free ezine. To get more ideas on marketing your services, plus free ebooks, subscribe now at http://www.eTIP.ca/


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