I just finished creating a new asset protection video for consumers and I think it turned out pretty darn good. To watch this educational video, click on the following link:
https://advisorshare.com/5-pillar-video
What’s in the video?
It’s an educational video where I explain to consumers why their assets are at risk to the following creditors (and tools they can use to protect their assets):
- -Negligence lawsuits
- -IRS (income, capital gains, estate taxes)
- -Stock market (large drawdowns)
- -Long-term care costs
- -Estate planning mistakes
The goal with the video MOTIVATE consumers to take steps to protect their assets! Advisors who can help clients protect their wealth can use AP planning as their #1 lead gen tool.
Why is Asset Protection (AP) planning such a powerful marketing tool?
- 99.9% of clients need help with the issue.
- Other advisors are NOT helping clients with the issue.
- If a current advisor was asked to help, he/she can’t help (lack the knowledge).
- It’s an issue that you can easily show potential new clients the need for help.
- It’s an issue you can easily explain how you can fix it.
Marketing RoadMap for using AP as Lead Gen Tool
Asset Protection—The Wedge
A common complaint I hear from advisors is that they don’t have a sales process that is repeatable and has been proven to work.
I personally have been using planning for 20+ years and I have perfected a proven process for how to use this powerful subject matter to pick up new clients.
https://advisorshare.com/ap-wedge-book
Roccy’s 9-Step Sales Process (with download)
To go along with the book, also created a formal document advisors can use with clients that memorializes the 9-step sales process I personally use.
The download is one you can edit and use some or part of it as you see fit. To download this piece in a PDF and/or a Word file, click on the following link:
