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Tools & Training
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Written by Elite Advisor Group
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Less than 10% of all advisors routinely read the clients’ income tax return. The IRS Form 1040 contains mountains of data that can be used to help address client concerns. It literally gives advisors a road map into the clients’ financial affairs. Also download the printable handout for Harnessing the 1040. It's a great addition to have in front of you or your client while viewing the presentation.
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Tools & Training
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Written by Elite Advisor Group
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Just like you see on TV, when they turn a shack into a mansion, this practical workshop will 'makeover one advisors' seminar into a powerful business-generating machine. Across the country financial advisors are working harder and getting less results from their seminar marketing. In this teleconference, we will break down the mistakes in an actual seminar.
Psychology will determine the ways that people respond to your seminar presentation. If you want to get better results then you should be sure to avoid these psychological traps. This teleconference will give you specific tools to immediately improve your marketing. You will see specific changes to the seminar that make it more effective...
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