1) Find the prospect
A) If you have
an existing relationship with a client or if you have a new prospect,
send them postcards or client letters.
B) Send postcard (go to POST
CARD
to view the postcard and how to use it).
C) Do senior seminar (go to SEMINAR).
2) 1st meeting
with the prospect
A) Have the
prospect review the New and Improved PAT brochure (go to BROCHURE
to view the brochure).
B) Review the worksheet together (go to WORKSHEET).
You enter the amount to transfer to the Roth and a tax bracket and
the worksheet will give you a summary of the taxes you'll save and
how much more income you'll keep.
C) Verify that the prospect understands the tax savings which should
result in more after tax $s.
D) Complete a client fact finder (go to FACT
FINDER)
and set a time for another meeting. You should meet between 9:00
am and 5:00 pm Pacific Coast time (12:00 noon to 8:00 pm Atlantic
Coast time) so that we can make the presentation to you and your
client over the phone.
3) 2nd meeting
with the prospect
A) Teleconference
call with GSL Advisory, you and your prospect. Review the personalized
mailed black booklet PAT presentation. Go over the strategy. Ask
for an appointment to sign the paperwork.
4) 3rd meeting
with the prospect
Sign the paperwork
and send to GSL Advisory, 1601 N Main Street, #207, Walnut Creek,
CA 94596 and get paid. Review the steps
to close section.
