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Advisor shares his Social Security Marketing & Practice Management System for capturing the "mother of all new asset pipelines"!
Frank Horath, an independent financial advisor I recently met at an industry conference, has agreed to share his 4-step process for business building using Social Security Income Planning as a hook. In this 35 minute webinar, Frank will tell us how he (1) enhanced his own business (2) stewards other financial advisors in growing their own new client asset pipelines. For example, Frank helped a fellow advisor grow his pipeline from $2MM to north of $10MM in just 6 months, converting more than $5M of these assets into new business.
How have Frank and his financial advisor clients achieved such great success?
1. He developed adopted a simple, visual method to learn and convey Social Security Planning concepts for advisors and their clients.
2. They employ best-in-class Social Security Income Optimization software.
3. They work with existing clients and COIs, telling them how smart Social Security election decisions can add up to $100,000 to the average retiree's retirement "pay checks" from Uncle Sam.
4. They put in place a disciplined Social Security Planning seminar marketing system that lands new business every time.
Clearly, the time is NOW for Social Security Income Planning. This may very well be the valuable marketing and practice management webinar you'll ever attend.
All attendees will receive a copy of Frank's new eBook ,“How to Grow Your Financial Practice with Social Security Income Planning”, in which he states the case for re-branding your business – at least for a portion of your marketing channel – by positioning yourself as a Social Security Income Planning Specialist.
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Fill Your Pipeline w/ New Social Security Marketing & Practice Management System
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