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Client Cloning

As I wrote that, it sounded like something from Star Trek. But it's not.

I'll let you in on a little secret. Large corporations have spent billions of dollars collecting information on consumers. They can tell you what their ideal client looks like and where to find them. So when they do their marketing, it is very targeted. Can you do the same?

We are excited to announce the launch of a new service that will do all of that for you!

Here's how it works: You already have clients that you think are ideal. They have the assets and attitudes that match your organization. You could comb through the client files and see data about their assets, liabilities and families but that doesn't give you much of a 'profile' of who you are looking for.

This new service takes your list of ideal clients and then paints the profile of what they look like including: gender, marital status, age, household population, generational index, income indicators, net worth indicators, income ranking, technology indicators, educational indicators, home type, life style stability index, mail response indicators, and more.

You get a copy of your Ideal Client's Profile.

Then we take this digital profile and search through your defined zip codes to find the matches. You get a list of 1000 matching records, including phone numbers for your use.

How well does this work? Let's put it this way - major competitors of yours are buying hundreds of thousands of these prospects! The test marketing has been off the chart. They are having success with long-term care, annuities, life insurance and managed assets.

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