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The Retirement Planning Playbook
Did you know that while many advisors are taught about retirement planning, very few actually know how to sell retirement plans?
I spend 11 years working with multiple high-net-worth clients, to decode and develop a blueprint for retirement planning. And if you have been in the industry long enough, you will understand that retirement planning is the key to opening up big cases. And the best part is, these strategies work for anyone, not just the rich.
Imagine you are able use the same retirement strategies used by the super rich for your own clients, wouldn't this add massive value to them and make them want to listen more to you?
This playbook was specifically designed to show you everything I know in terms of "How To Plan" AND "How To Sell" retirement planning. My intention is to show you how you can potentially open up bigger cases using retirement planning.
I spend 11 years working with multiple high-net-worth clients, to decode and develop a blueprint for retirement planning. And if you have been in the industry long enough, you will understand that retirement planning is the key to opening up big cases. And the best part is, these strategies work for anyone, not just the rich.
Imagine you are able use the same retirement strategies used by the super rich for your own clients, wouldn't this add massive value to them and make them want to listen more to you?
This playbook was specifically designed to show you everything I know in terms of "How To Plan" AND "How To Sell" retirement planning. My intention is to show you how you can potentially open up bigger cases using retirement planning.
137 pages
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