Attract People with $100,000+ IRAs When You Know
How
Plenty of people have $100,000+ IRAs and they could be your clients.
Many of them are do-it-yourselfers with accounts at discount brokers
or with other advisors. And most of them don't realize how little
they know about the distribution phase of their IRA and how they can
really screw it up.
You can use that message to fill a seminar room with affluent IRA
owners. Most IRA owners have no idea about selecting beneficiaries
and why they should never name their trust. They don't understand
that, because an estate has no life, if they name their IRA beneficiary
as their estate, their beneficiaries must pay tax on the entire IRA
right away (and cannot spread out the payments of their own lifetimes).
And they don't understand how to avoid estate taxes on an IRA if
they have a large estate. Few people realize that, when a life insurance
policy is used inside a qualified plan, there is a huge income tax
and estate tax reduction that can be as large as 50%. (Most IRA owners
can roll over their IRA into a qualified plan).
And they don't know how to insure that their beneficiaries use the
powerful stretch IRA concept. Most people want to design their IRAs
to last through the lifetime of the next generation, but the parents
are not providing the right set of instructions to make this happen.
And they have heard about the Roth IRA and have never had the benefit
explained well OR have had the benefit oversold to them. And they
don't know how to convert to a roth without the upfront conversion
tax cost.
Or they have the wrong investments in their IRA to minimize their
lifetime taxes, but they don't know it and their accountant has never
even thought to look.
And, of course, their current advisor has never mentioned why many
of the attendees need a retirement asset will. So, when you explain
it, attendees will readily see that you should be managing their retirement
assets.
So, we have discovered a powerful system to attract these larger
IRA and pension plan owners to a seminar. It's a printed direct mail
invitation that is compelling-it shocks people into the reality that
they know a lot less than they think. And it gets sent to a special
audience that is highly qualified and responsive. The system works
in any part of the US.
The System
1. Send 3,000 perfected, emotionally compelling invitations to a
highly qualified target audience. Most advisors don't realize that
the invitation makes all the difference. Get 400% more attendance
from these invitations than a leading seminar company.
2. Twenty households will call to reserve seats. Depending on the
mix of singles and couples, it's about 30 people.
3. You provide a 75-minute presentation that shows attendees issue
after issue about their IRA of which they have no clue.
4. At the end of the seminar, you use a formula we provide you to
close appointments right there at the seminar. Financial planners
using our system have appointment percentages of 40%. So, expect 12
appointments from each seminar.
This four-step process is as easy as it sounds. We'll even mail the
seminar invitations for you.
If you're wondering if this system really works, stop and consider
that you read this far. I've spent the past five years getting a self-taught
PhD in how to write copy that holds attention and motivates. I use
the same techniques in the system to drive people to your seminar
and motivate them to meet with you. The act of getting a lot of new
clients is not an art and it's not luck, it's a science.
It's a science that most financial planners have no idea about. In
fact, in my polls of financial planners, only one in six have ever
taken formal, multi-week sales training. They don't bother to hone
their sales skills; they know nothing about marketing, advertising,
the science of human motivation, or anything that makes a successful
financial planner. Each day, they wing it, totally unprepared to create
success, relying on hit and miss tactics.
You could take the time to learn the science of client acquisition,
and I encourage you to do so. But to start making money right now,
you can simply mooch what I have learned. Big producers don't reinvent
the wheel. They copy what already works.
To learn more about this unique seminar system, click
here.
Grow
the IRA Or Qualified Plan Dollars Without Income Or Estate Tax
