Grow Your Retirement AUM in Less Time at a Fraction of the Cost
If you’re tired of using outdated and ineffective tactics to bring the right high-net-worth retirement plan clients into your business, you’re in the right place. Cold calls and cold emails rarely deliver the results you want, plus they’re time intensive and unrewarding.
It’s time to solve your lead generation problems once and for all, and start using a proven and scalable tool that doesn’t monopolize your time and drain money needlessly from your marketing/sales budget. It’s time for WealthPRIME.
3 Steps to Increased AUM While Making You the Hero for Your Clients
Discover your clients’ goals and desired outcomes
Before you’re able to effectively qualify a client, you first need to ask the right questions. Do they want tax relief, to contribute more towards their retirement than 401(k) limits, retire in the next five years, accumulate wealth, or serve valued partners and employees? Once you understand this, you’ll be able to construct a retirement plan design that can help them reach their goals. With the emergence of the cash balance plan, often not well understood, there’s an opportunity for you to educate investors, business owners, and plan sponsors on how these plans, in combination with other retirement savings vehicles, can solve their financial problems.
Determine your clients’ demographics and financial profile
WealthPRIME allows you to ask clarifying questions so the calculator can deliver a complimentary WEALTH REPORT that’s customized to their unique scenario and demographic profile. The report estimates the amount of annual taxes they can save, what retirement assets can be achieved over the course of 5, 10, and 15 years, and more.
Deliver a roadmap to their financial dreams
In less than 60 seconds, you can give your clients a tangible and accurate wealth-building roadmap. The WealthPRIME software is powered and backed by a proprietary, smart calculator that blends three elements into one powerful financial planning solution: tax mitigation, wealth enablement and retirement planning.
How WealthPRIME is Different
You’ll Want Your Name on this WEALTH REPORT
How would it feel to offer business owners and entrepreneurs an advanced and highly customized financial solution on a scale only once offered through one-on-one consulting?
Brand yourself by adding your name and logo to this report and help your clients build the future and life they truly desire.