Home >> Events>> IRA CollegeNo other FMO in the industry has committed the resources, developed the systems or assembled the expertise that Advisors Excel has to help you dominate the IRA market. When you partner with us, you get instant access to our “Total IRA Package” including over 100 different resources for the growth of your business!
1. Turnkey IRA Sales Process
You’ll learn Mike’s step-by-step meeting process – “The Total Wealth Optimizer.” Mike will walk you through the Discovery and Commitment process that has allowed him to average over $70,000 in revenue per new client. He will also share with you the “15 Minutes of Magic” conversation that forever eliminates the hassles of clients’ previous advisors trying to interfere in your sales!
2. Advanced IRA Tax Savings Strategies
You’ll learn 3 advanced IRA tax savings strategies complete with software, spreadsheets, presentations and case designs that can help your clients save hundreds of thousands in taxes on their IRAs. Each strategy is designed to meet the specific goals and needs of each client.
• SIPS (Scheduled Income Portfolio System) – Designed for Maximum Income
• IRA Strategic Rollout – Designed for Maximum Tax Savings
• Bonus Capitalization – Designed for Maximum Growth with Maximum Protection
3. Monthly Case Studies
Every month, we’ll share an actual case study in which Mike walks you through a scenario and the recommendations and solutions he used with one of his actual clients. Nothing beats learning from directly from a top advisor in the trenches every day just like you, and Mike’s examples are so fresh, the ink hasn’t even dried on the applications!
