Story

You promote it on your website with this copy:

Chuck’s Sage Advice:

Here's the deal: This little gem is chock full of suggestions that can save you hundreds if not thousands.


You pay the handling & shipping and it's yours FREE.

Call 503 291-1313


You give it away to generate interest in your offer and as proof you know  what you're  talking about.

Spin Tools:


You advertise in publications that reach the affluent such as the symphony program, the opera program, concert guides and arts guides.  You do it regularly

You test the appeals, the copy and the visuals  to find which generate action.


And test again.


You don’t give up.


You stay with it as it slowly builds and government action makes the offer even more appealing.

Vision:We believe every person or couple putting money away for the future needs honest answers about the plan someone is selling them. They need advice from an independent auditor... a second opinion.Vision: We believe every person or couple putting money away for the future needs honest answers about the plan someone is selling them. They need advice from an independent auditor... a second opinion.

You speak at retirement homes and any venue that gives you an audience that has concerns. You continue networking with people that take an interest in business and building the community.

Chuck twisted my arm over lunch. He told me how he had “sold his book of business” to a local financial planning firm resigned his broker’s agreements and planned to “sorta retire” and concentrate on the other parts of Chuck Jones & Associates.


Second Opinion You Tube Video

Position: years of service led him to this direct statement:
Financial Second Opinions for Men & Women  

of merit who want to be sure their financial plans match their life plans.

Trust Tools: When you have the experience, you write a book.

Circumstances had changed and he needed to re-invent himself holding on to the name visibility built over a half century in the business.


We started with the basics.


Name:  We took advantage of the recognition he had built up over the years and combined his signature with the new service. Chuck immediately bought the URL InvestingSecondOpinion.com.