Here is a complaint from a advisor and the correct response:

"the majority of the few leads I have actually spoken to have mentioned they have no recollection of signing up to receive financial info, etc. They recall signing up for something online, but were under the impression it was for something else. Two of the six leads I have spoken with were 18 years old and 22 years old, respectively. They are NOT on the market for annuities!"

Notice that the advisor raises 2 issues so you must answer each issue separately.

I understand your concerns.  Allow me to address them.

1. We have had prospects forget making their request since we started this service back in 2002. How does this happen? Put yourself in the prospect's shoes. You are a person on the Internet, surfing around, just browsing for items that interest you.  During a 2-hour Internet session, you fill out a form for a booklet that explains how to putt better on the green, you complete a review on yelp about a restaurant you dined at, you complete a questionnaire in order to get a free debit card with $25, you complete some information and click to get a booklet on annuities and you empty the 40 items in your email.  An hour later, you can only recall 40% of what you did during your 2-hour session on the web.  That is reality and to think that someone recalls filling in a form, something people do everyday, is not reality. Can you recall what you had for lunch two days ago?

Every lead is legitimate and we have proof.

We use a service Active Prospect that takes a snapshot of the consumer completing the online form.  If you want that proof, select any 3 prospects we have sent you and we will provide those snapshots. Create a support ticket at and provide the 3 prospect email addresses.

We give you a strategy to turn these people into appointments.  We do this on the consulting call (which you can listen to again - recording in the back office, see "attend a consulting call" on the left) and we do so in your guide "How to Follow Up On Prospects," page 19.  So expect a noticeable portion (typically 20% to 30% of leads) to say they do not recall or even insist that they did not order the information.  Here are 2 videos that will show you why and how this can happen and fortunately, it happens in only a few percent of all of the leads we generate:

This video is in your back office and we asked that you review it in your review of the back office:

Here is an additional video that shows you a particular type of site where it is possible for a person who is unfortunately not very bright to get confused: We have not yet figured out a method to screen out people who are not bright.

2. It seems strange to us that a young person would fill out the forms that we post on the Internet, that you can see in the videos above. The ads clearly use language and have graphics that indicate the information is for someone older.  Here is an example

But I guess some young people will fill out anything.  We have not figured out any way to have an ad on the Internet, displayed to the public, yet restrict only specific people to complete it. When we have asked in the past for personal information such as age or net worth, people lie so we no longer use these questions to screen prospects.

The design is that the productive leads will outweigh the others so that you get an overall high return on investment.