Learn Asset Protection Planning
Webinar – On Recording
If you want to learn the A, B, Cs of asset protection planning, you can sign up for the webinar I’ll be doing by clicking on the following link:
Who should attend? Advisors who have or want to have clients with money, and advisors who have money and want to learn how to protect their own assets.
Asset Protection – Powerful Marketing Without Pushing Products
Marketing, Marketing, Marketing.
Over the last 10+ years of putting out newsletters and articles, I’ve found that “good marketing trumps good products and good advice.”
While my preference is to see advisors more interested in learning their craft, the fact of the matter is that most advisors would prefer to learn how to better market themselves so they can find more clients.
Marketing without pushing products or services–one of the problems when advisors attempt to market themselves is that they market what they know. What’s that?
–Insurance agents know insurance so they market insurance products.
–Financial planners know how to manage money so they market money management.
I understand you must market your core services, but, you know what a client doesn’t want to hear about when being marketed to? They don’t want to hear about products.
What do they want to hear? They want to hear how someone is going to solve their problems.
What problems? One of the biggest fears in our society is that people will lose their money due to forces out of their control.
How do people lose money or have it taken from them?
-Downturns in the stock market
-Long term care expenses
“Become a problem solver not a product pusher”
The easiest way to become a problem solver, not a product pusher, is to learn and help clients with “asset protection.” Asset protection solves the very important topic of how to protect someone’s wealth.
What are some of the tools clients can use to protect their wealth?
-Domestic and international LLCs/FLPs
-International LLCs/FLPs asset protection trusts
-Several different tax mitigation strategies
-Several different tools to protect from downturns in the stock market
-LTC insurance, single premium life, IUL with an LTC rider
Your core business-the neat thing about asset protection is that the slant of asset protection can always come full circle to what you do for your core business.
One of the reasons you should learn asset protection planning is because 99% of the clients out there are not asset protected. Also, 99% of the advisors out there know nothing about asset protection. What does that mean? Opportunity, Opportunity, Opportunity.
If 99% of the clients need asset protection help and if 99% of the advisors helping them do not know the subject matter, that means you can use asset protection as a terrific door opener and one that can show instant value to clients who have wealth.
Again, why should you learn the basics of asset protection planning?
1) Showing instant value to clients with money is easy.
2) You are NOT pushing products.
3) If you have money you need to know how to protect it.
4) You will get great referrals on asset protection as affluent clients you help will tell their friends.
Roccy DeFrancesco, JD
144 Grand Blvd
Benton Harbor, MI 49022