Power Of Zero

Most Financial Advisors dont 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 dont know where their next client is coming from. To have a growing practice in todays 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...