Help and Frequently Asked Questions
What kind of businesses can benefit from www.teamingwithclients.com?
Professionals with small to medium sized practices. While many of TWC systems and ideas are directed toward financial and insurance professionals…many dentists, chiropractors, attorneys and accountants (and a smathering of other professionals) are to be counted as members. TWC is really directed to any professional looking for these three things:
- Never running out of high quality prospects to see
- Lowering the marketing and operational costs
- Creating an ongoing stream of income
Which membership level is right for me?
There are essentially 4 membership levels. How you choose the level that would fit you depends on your needs:
- How many new clients do you need in a year?
- How much do you want to make in a year?
- Do you like to do things yourself or do you want someone to do them for you?
- How creative are you?
- Etc.
The best level for you would depend largely on your marketing needs and desires.
Basic Level – For those that are looking to create a referral system of 1 or 2 referrals from each client yearly and a steady flow of low cost, easy to implement marketing ideas. This level should create 1-4 new clients per month at a very low cost.
Professional Level – For those that are looking to create significant growth in their practice. This level includes all of the Basic Level services but also includes more sophisticated marketing that is capable of improving the overall net worth and income possibilities of each new client. This level is easily capable of building as sustained marketing plan that would put your marketing on automatic to produce 3-6 new highly qualified clients monthly.
Masters Level – For those looking to totally dominate their market. This level includes all the services of the Basic and Professional Levels but also includes several unique and powerful marketing systems that will make you stand out from the crowd. You also will be able to attend the monthly Masters Level teleconferences with Mike Kaselnak. You can get your marketing and sales questions answered by the Coach that not only has made $3 million a year himself using his sales and marketing skills but has helped over 750 professionals double and triple their incomes.
Personal Coaching – This program is not for the faint of heart. Personal Coaching is for the select professionals looking to make $1 million or more a year in income. This program requires several levels of commitment on your part including but not limited to:
- Attending mandatory, weekly calls with Mike
- Recording your meetings with clients to be critiqued (this is legal and has not been a problem for the 9 years Mike has been employing it with his coaching clients and their practices)
- Writing down goals and being accountable for the activities required to achieve them.
- Being willing to go outside your comfort zone and try things that you’ve never done before—things that will make you stand out from the crowd and make you the GO TO GUY in your market.
This program requires an application and interview to participate. Mike only takes new clients that he is certain will benefit from his coaching through this program.
Why is there such a big difference from the basic level of $29.99/mo. And the personal coaching costing $45,000 a year?
To be blunt, each level’s pricing has to do with Mike’s time commitment to that level. Most systems on the Basic $29.99/mo. Level have already been developed and proven with Mike’s previous clients. Though all of the Basic Level Systems required significant amounts of time and money to develop…now that they are developed they require very little time and effort to get them to you.-----You get the benefit of getting systems others paid thousands of dollars for, for only $29.99/mo.
The Professional and Masters Levels require an increasing amount of Mike’s customization for you and so the cost goes up. You are getting systems and materials that others have had to pay Mike tens of thousands to access…all for just $59.99/mo. And $159.99/mo. Respectively.
The Personal Coaching Program requires a significant level of investment on your part at $45,000 a year. Mike has been paid well over $200,000 by a single client that he helped break the million dollar a year income level. Now that many of his one-on-one coaching systems have been developed, he can afford to charge relatively less but the still significant amount of $45,000 /yr. for his personal coaching.
Do you just cover marketing?
TeamingWithClients is more about communicating than marketing. If you can communicate -- they hear and understand what you are saying to them -- you will be able
What about compliance?
We’ve been writing marketing material for over 12 years. For the last 8 years we’ve been running our material through a compliance attorney and many Broker Dealers. Due to our philosophy of creating relationships with client vs. heavy handed advertising, our material is generally very compliance friendly.
However, every Compliance Department has their own particular take on every piece—one BD will pass a piece with flying colors…another will make a few minor changes…and yet another will completely edit it.
We understand this which is why we try to get you all of our marketing in an electronic and completely editable form…so you can make the necessary changes.
Though every piece we offer has been developed with Compliance in mind, you should always submit it through your Compliance Department. We do everything we can to make this process easier and faster for both you and your Compliance Department.
Working With BDs -- Most Broker/Dealers invest their time and effort in developing systems and processes to allow you to grow your business efficiently and take better care of your clients. Many also have terrific marketing departments that do a great job of scouring the industry looking for effective marketing material for you instead of wasting their time developing it themselves. We provide the development for them.
Several Broker/Dealers have already approved many of the pieces that we offer and have to our system to actively approve more as we bring it on. If you see Teaming With Clients on your Broker/Dealers approved vendors list than we have established a relationship and much (not all) of our material has already been approved by them.
What if your BD does not have a relationship with TWC? No worries! Just simply submit our material to your Compliance Department as you would any other material. Then simply make the changes they suggest on our fully editable material.
Can I edit the material?
Absolutely, we even recommend that you do edit it! Feel free to personalize it or change the style or vary the message to meet your personality or your Compliance needs.
How do you deliver the material?
You will receive a password with your membership that will allow you to download the constantly updated systems and material. You will receive emails monthly notifying you of:
- New systems and material added
- Updated material for your monthly systems (client and prospect newsletters, CPA Drip letters, etc.)
- New ideas on using current systems
You will also be updated via our hard copy sales and marketing letter, The Lodestar, via the US Mail every month.
How often do you present new marketing ideas?
New ideas will be presented daily, weekly and monthly. You should bookmark the site so that you can check on it frequently.
What if I want to quit after awhile?
No worries! Hey, I want you to be happy. I know you are going to find 4 or 5 ideas each month that are going to:
Ensure you never running out of high quality prospects to see
Lower your marketing and operational costs
Create an ongoing stream of income
So I have no problem guaranteeing your complete satisfaction--if at any time in the first year you decide to take advantage of our No Risk, Total Satisfaction, Money-back Guarantee, the bonuses are yours to keep--our gift(s) to you for simply trying TeamingWithClients.com.
Where do you get your ideas from?
We harvest our ideas from over 20 different marketing journals including:
- The Marketing Report
- Made to Stick
- NeuroMarketing
- Influence at Work
- Marketing Sherpa
- Marketing Experiments®
- Easy Writer
- CopyBlogger
- Marketing Profs®
We then take those ideas and craft them into marketing that can be used by you the professional, so that you don’t need to waste your time finding the idea and twisting it to fit your situation.
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