Business Building for Advisors Exclusive Roth Retirement Package
- Do you know what you need to about the Roth 2010 changes?
- Will you be prepared when clients start asking “Is this right for me?”
- Can you maximize this business-building opportunity?
Stand out in a crowded market! 2010 is here—learn the facts about the IRA
conversion rule changes. Arm yourself with an array of tools and resources
to help you serve clients better and give prospects another reason why they
should choose your firm with the
Roth 2010 Conversion Package, available through the online Roth Advisor
Portal.
Here’s How You Benefit
- Learn Roth conversion myths vs. fact, such as why paying taxes now on a traditional IRA conversion may be the best advice you can give a client.
- Establish deeper client relationships—and find assets “hidden” outside your firm.
- Expand business building efforts by gaining the interest of referrals, COIs, etc.
- Position yourself as the expert and the retirement source for your clients.
- Develop new business with an educational Roth seminar.
- You get access to an analytical tool, designed by retirement experts, that can evaluate and make recommendations for your clients unique situation.
- Gain access to industry experts who can help you grow your business.
Here’s What You Get
- All of the information an advisor needs to know about the Roth changes in effect on January 1, 2010 and how they will impact the high net worth investor
- A complete educational package about Roth IRAs, continually updated for legislative changes
- Packaged workshops for telling clients, prospects and centers of influence about the Roth opportunity
- Complete PowerPoint presentations and scripts for clients, prospects and other trusted advisors
- Checklists for planning seminars and other events
- Invitation and post-event letters and follow-up tools
- Business building strategies and tactics
- Tips and tools on using Roth retirement as a COI marketing tool
- How to use PR to position yourself as the “Retirement expert”
- Online access to the Roth IRA Conversion Optimizer, a state-of-the-art tool to calculate an investor’s specific transferrable sum for highest tax advantage
- Webinars and audio to support your knowledge and business-building expertise
The Roth Conversion Optimizer includes all factors necessary
to help clients make the best conversion decision.
“The Roth 2010 Conversion Package provides you with all the tools you will need to communicate the intricacies of conversion to clients and prospects and conduct effective client seminars. The
Roth Conversion Optimizer provides a quick, visual representation of a client’s financial picture as it relates to conversion planning. It communicates concepts and approximate results in a meaningful manner.”
– Quote from the 5-Star review in the December 8, 2009 online edition of
Trust & Estates magazine.
You get all of this:
You get the complete Roth 2010 Conversion Package—Roth educational materials, packaged workshops, marketing tools, COI strategy materials and 12 months of access to the Roth IRA Conversion Optimizer—all for a fee of $1,495.
Questions? Please contact Advisors Trusted Advisor at 508-359-8216 or email us at
info@advisorstrustedadvisor.com.
Who We Are
The Roth Package was developed and is supported by Advisors Trusted Advisor and Convergent Retirement Solutions, Inc., in conjunction with Archimedes Systems, Inc., developer of The Roth IRA Conversion Optimizer.
Advisors Trusted Advisor
Dedicated exclusively to solving the unique problems of the Advisor market, Advisors Trusted Advisor provides registered investment advisors and wealth managers a one-stop practice management source for organizing, managing, and growing an investment advisory business. Clients enjoy easy access to over twenty years of research, experience and information covering critical areas of practice management and business growth—organized to fit any situation and budget.
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Archimedes Systems, Inc.
Archimedes is a leading provider of web-based college and retirement planning decision support tools and personalized communications tools that inform, educate, and motivate employees, participants, advisors and individuals.
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Convergent Retirement Plan Solutions, LLC
A “go to” resource for retirement plan professionals throughout the country, Convergent Retirement Plan Solutions, LLC, provides retirement expertise and industry insight for many of the nation’s leading retirement plan providers through tailored compliance, education and business development solutions.
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