Resources

Family Living Trust Seminar-in-a-Box

One of the the keys to getting more assets under management is attracting the attention of prospects and quickly building trust.

This proven estate planning system puts you in front of people with assets through proven ads. You gain respect and build trust by teaching attendees life-altering things his existing advisor, attorney, or CPA never mentioned such as:

• How Will Planning and Joint Tenancy won’t protect his wife if he gets Alzheimer’s.
• How a living trust can prevent the expense and embarrassment of conservatorship.
• How a living trust avoids the agony, expense, and delays of probate.
• And how a living trust can help minimize state and federal estate taxes.

You’ll learn closing techniques to persuade attendees to schedule first appointments and turn the attorney’s trust clients to become your planning clients.

You can read about Richard’s estate planning seminar system which makes the advisor the quarterback of an estate planning team. The “Family Living Trust Seminar-in-a-Box” system is licensed to advisors on an area exclusive basis. Click through to find out more: www.MyLivingTrustSeminar.com.

Advisor Marketing Makeover

Tired of trying to get your marketing program shaped up all by yourself?

Or are you tired of being nagged by a coach when you really need more players on the field?

If this sounds like you, consider hiring Richard as your “Virtual Marketing VP” and letting him and his staff do it for you.

Read all about it here: www.AdvisorMarketingMakeover.com