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Current company Power Of Zero
Financial Services · 11 employees
Most Financial Advisors don’t have a predictable marketing strategy that gets them in front of prospective clients on a consistent basis. They spend most of their time making phone calls to people that are just not interested in having a conversation about their money. As a result advisors are constantly prospecting and don’t know where their next client is coming from. To have a growing practice in today’s economy, Financial Advisors should focus on these three areas: Make sure your approach is focused on the trifecta of assets under management, annuity business and cash value life insurance. In a rising tax rate environment, clients need to accumulate a mathematically ideal amount of money for each of their three buckets: taxable, tax-deferred and tax-free. Insulate your clients from higher taxes by getting them to the zero tax bracket. If tax rates double, two times zero is still zero. As President of Power of Zero, I provide turnkey marketing systems that assist advisors in putting their clients on the path to the zero percent tax bracket in retirement. Our flagship marketing system,\"The Changing World of Retirement Planning\", is built around the concepts in my bestselling book The Power of Zero. Through this program, advisors teach retirement planning classes to pre-retirees at educational institutions in their local communities. This approach allows advisors to schedule their calendar a year in advance and have a consistent and predictable stream of new clients without ever picking up the phone. As a nationally recognized speaker I\'ve given my flagship Power of Zero presentation at MDRT, Forum 400, and Ed Slott\'s Elite IRA Advisor Group as well as State NAIFA meetings from coast to coast. As a Top of the Table producer, I don\'t just speak from theory, I speak from experience. To learn more about how to get your clients to the zero percent tax bracket, watch my free online video series at powerofzero.com