Asset Protection—The Wedge
Taking Clients Away From Your Competition
To DOWNLOAD Roccy DeFrancesco’s powerful new career-changing book by clicking here or on the book image below.
To watch a 45 educational webinar on asset protection, click here.
If you want to onboard new clients, you will have to take them away from another advisor. We suggest advisors embrace this reality and arm themselves with the knowledge and tools to start taking clients away from their competition right now!
What’s the best marketing tool in the world? One that solves problems your competition isn’t capable of solving. Since 99% of all advisors know nothing about core asset protection planning solutions, that make it the “best” tool to use when picking up new clients (especially affluent clients and business owners).
Why else is Asset Protection such a great wedge topic?
-You are NOT pushing products.
-You are solving problems other advisors ignore or don’t know exist.
Why else? Because everything you want to discuss with clients can be done so through the lens of asset protection.
What do clients need protection from? Four key creditors that can take their money:
1) Negligence lawsuits
2) The IRS (your #1 guaranteed creditor every year)
3) The stock market is a creditor (losing money in crashes)
4) Long-term care costs in retirement
Whether you are selling FIAs or IULs, single premium life for LTC, or trying to pick up AUM, you can do so in a stealthy manner using the concept of asset protection.