Video #2—Cross-Purchase vs. Redemption Agreements

Because I feel so strongly that advisors should learn this topic, I am giving free access to one of the videos from a full-day in-person buy/sell education seminar we recorded.

To watch the video by one of the top attorneys in the country, click on the following link:

Want More Affluent Clients? Learn Buy/Sell Planning

What’s the best marketing concept?

1) One your competition knows nothing about.
2) One your competition isn’t using as a tool to pick up new clients.
3) One that is in great need of the very type of clients you want to work with.

How do you learn buy/sell planning? It’s tough. There is essentially no basic training advisors can attend on this subject matter.

That’s why I asked Jim Duggan, JD, MBA to help me present a full-day buy/sell business transition workshop a few years ago.

To view the course outline, click on the following link:

Why is buy/sell planning your gateway to affluent clients?

1) There are nearly 4 million businesses that are owned by RETIRING baby boomers.
2) More than 8 out of 10 have NO business succession plan.
3) Most advisors can’t give advice on buy/sell planning.

You couple all three of the above together and I believe buy/sell planning is one of the best areas for growth for advisors who want to increase revenue.

Access The Full-Day Course

When we did this course live, we charged over $500. Because I know advisors are hurting, we are making this special offer to allow advisors access to the videos online for only $200.

If you are working with our IMO AdvisorShare, you can get a 50% discount!

If you are looking to invest in yourself, there is no better place to start than learning buy/sell planning.

To buy access, click on the following link.

Roccy DeFrancesco, JD, CAPP, CMP
Founder: The Wealth Preservation Institute