Advisor Marketing Lab - How IRA Rollover Specialists are Thriving

Join us for a Webinar on October 7

It’s October and the year is rapidly drawing to a close. Now is prime time for IRA Rollover business: thebear market is still mauling our clients, businesses are laying off and boomers are searching for advisors. Isn’t time to bring them something new before the competition does?

Join us Tuesday October 7th for a fast-paced 45 minute webcast.

During this Advisor Marketing Lab you will learn how top advisors have integrated a new marketing strategy that puts them in front of highly qualified new prospects. You will also takeaway specific new strategies that will help you gather additional assets from existing clients.

Here’s just some of what we’ll cover:

• What it means for an advisor to "specialize" in IRA rollovers
• Why it is essential to 'specialize or die' this year in the market
• Three proven easy-to-implement positioning tactics that will open new doors and help you capture accounts from other advisors
• Specific best practices for leveraging the 'IRA and retirement plan preservation' needs of clients

As a special bonus, all attendees receive the acclaimed Biz Builder—"Election Year Tax Planning Strategies."

Register now and get a jump start on your competition!