Take your expertise to new heights with our essential webinar series
Real solutions for turbulent times
We're facing uncharted territory. As a result of our new reality, client behaviors are shifting rapidly and financial professionals are forced to re-examine their practice - from planning methodologies and sales concepts to lead generation and long-term marketing strategy. WATCH ON DEMAND as our own Gabe Myers, Founder and CEO of Peak Pro Financial, will share steps you can take now to help ensure your practice thrives, no matter what comes your way. You'll learn about innovative tax-smart planning strategies and compelling sales concepts that will have high net-worth prospects knocking at your virtual door.
Marketing in the age of coronavirus
For years, many advisors have relied on tried-and-true marketing methods, like in-person and dinner seminars. All of these traditional methods can be highly effective in capturing leads and growing business. But we're living in different times and the world is changing quickly. Messaging in print mailers sent weeks ago is already outdated. Advisors need alternative ways to move fast and address what's on people's minds right now.
And let's face it. For many advisors, the target prospect is in the 55 to 60+ age group. COVID-19 infection and complications can be especially dangerous for older people, and this group has been advised by the CDC to stay home as much as possible. This has resulted in lower event registration and attendance, as advisors are left with very little return on their marketing investment.
What can advisors do? You don't have to bury your head in the sand. We've created a webinar to discuss creative ways to help you stay in front of prospects and clients in the age of coronavirus. WATCH ON DEMAND and get marketing strategies designed to help you keep your sales funnel full.
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Over the last 10 years, many financial advisors have rebuilt their business on a foundation of income models and projections based on the past. But will the strongest bull market in 45 years repeat itself - or will you need a different approach for the future? Learn how to refocus your practice so it's built on solid bedrock instead of quicksand. WATCH THE RECORDING as we'll unveil an alternative approach designed to help clients generate tax-free supplemental income.
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Research suggests that 70% of Americans turning 65 today will need long-term care at some point in their lives. As an advisor, it's more crucial than ever to have proven strategies and sales solutions customized to address your clients' personalized needs. WATCH THE RECORDING now and get must-have concepts to unleash the full power of LTC in 2020 and beyond.
More live webinars and recordings coming soon!
We are constantly developing new webinars designed to help you navigate an ever-changing industry and become a seven-figure income earner. Always focused on adding value to your practice, we give you exclusive access to specialized information that's not available to your competition. In a short amount of time, you'll be equipped with innovative concepts, marketing best practices and key insights you can put into action right away. Call 866.866.7050 to get on our webinar e-mail list.
Past webinar topics include:
- The new CSO table and cost analysis
- Bucket planning
- AG 49 explained
- Business succession planning
- Executive benefit planning for business owners
- Indexed investing
- Safeguards of indexed universal life (IUL)
- Variable loans
- Email marketing
- Virtual meetings and webinars
- Paid social advertising and lead generation
- Search engine optimization (SEO)
Never miss a webinar
Call us at 866.866.7050 to stay up to date on upcoming webinars and gain access to more recordings.
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