Here are teasers for some of our Biz Builder programs:
Election Year Tax Planning Opportunities
Everywhere you turn you can hear the politicians and pundits talking about taxes. It seems like a foregone conclusion that taxes will rise in the future. Are there planning opportunities we should be discussing with client - absolutely!
Click here view a sample.
Paint the Picture
Most advisors we talk to are convinced that competition will only get stiffer in the future. So how do you differentiate yourself from the crowd? How do you avoid being labeled 'just another advisor'? How can you position yourself to earn more than your competitors?
The answers are in the branding program that begins with "Paint the Picture". In it you'll find an informative streaming video, PowerPoint presentation, marketing exercises, marketing tips and most importantly a step-by-step Action Plan to help you implement these concepts.
Target Marketing!
Ideally we would all spend our day's working with clients we loved and clients who loved us as well. It's not a pipedream. Many advisors tell us that they are more profitable today than ever before! The reason? They are targeting their ideal client. How do you identify your ideal client? Where do you find them? How do you need to structure your business to give them 'WOW Factor Services'? In this program you'll find answers to these questions and much more. Check out the streaming video, PowerPoint presentation, marketing tips and detailed Action Plan.
IRA Inc
This is the next generation of IRA training. In an interactive 2 day workshop you’ll walk away with:
- The most powerful new IRA sales track in the country,
- Finger tip access to all the regs and planning strategies you’ll need to impress clients and other professionals and,
- The consumer workshop presentation that is producing high quality, pre-qualified prospects and professional referrals today.
Unlike any other IRA training program in the country, you will not only hear the highest quality 'technical insights' but you will also learn how to implement the concepts- successfully into your business!