Over the course of the next two decades, over 76 million Baby Boomers will retire with an estimated $30 trillion in accumulated assets. After years of faithful saving and investing, many of these individuals have had their financial futures shaken by the events of 2008. Now, more than ever before, they are in need of a financial specialist—a true professional equipped with the in-depth strategies they need to safely reach their goals and dreams.
At the IRA College—an Advisors Excel exclusive—you will learn how to absolutely dominate the IRA market space by becoming the go-to expert for IRA planning, conversion and tax reduction solutions. This two-day training will provide you with real-world, time-tested strategies and systems, as well as tips, techniques and resources that you can instantly use to generate immediate and sustained results in your practice.
IRA Expert, Million Dollar Producer
Michael Reese, CFP®, CLU, ChFC, is one of the most highly-recognized and sought after advisors in the IRA field, generating well over $1 million in commissions and fees annually while only working two days a week in a town with fewer than 50,000 people. He’s the author of The Big Retirement Lie, he’s been a featured speaker at Senior Market Advisor Expo and he has helped turn hundreds of average producers into millionaires with his time-tested IRA training and techniques.
At the IRA College, you will learn Mike’s targeted approach for attracting highly qualified seminar attendees (participants at Mike’s seminars have no less than $250,000 in their IRAs), piquing their interest with unique IRA strategies that could save them hundreds of thousands in taxes and, most importantly, converting them into lifelong clients.
No other IMO 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. Complete Seminar Library
You’ll receive four of Mike Reese’s turn-key seminar presentations fully loaded with PowerPoint presentations, invitations, speaker notes, handouts, statistical comparisons, evaluation forms, DVDs and step-by-step instructions. Why use outdated seminar strategies when Mike’s handing you the tools you need to succeed?
Questions Every Retiree Must Answer
Survive and Thrive in Today’s Topsy-Turvy Markets
Common Financial Mistakes
2. Enhanced Web and Branding Materials
Today’s consumer is more skeptical than ever before. Make a powerful impression online and in person with a cutting-edge website and high-end branding materials to help build your credibility! Want an example? Check out Mike Reese’s site at www.cen-wealth.com!
3. Increase Credibility and Exposure through PR
Use our exclusive IRA Public Relations campaign to become the recognized and go-to expert in your community for IRA advice! (Mike Reese has used this same campaign to be featured in U.S. News & World Report!)
4. Deepening Relationships with Your Existing Clients
Today, more than ever before, the financial advisors that invest in building lifelong client relationships will dominate their respective markets. Real, systematic client relationship management will not only generate additional business from those clients, but it will generate countless referrals and personal introductions if properly executed. As a participant in the IRA College, you will receive:
5. Non-Seminar Prospecting Systems
If seminars aren’t your thing, you can use these systems to generate new prospects: