Helping client-first financial advisors increase business
“MAX your RRSP Strategy”
Education and Marketing System
If your target market uses RRSPs, this system will increase business with clients, referrals, and prospects — Double Benefit Guaranteed. Or use the FREE system.
About Talbot Stevens
Talbot Stevens’ true passion is helping people benefit from effective financial strategies and behavioural solutions.
Over the last 25 years, he has worked extensively with the financial industry. Having conducted hundreds of advisor workshops and client seminars, his focus is to help advisors increase business in client-first ways.
While Talbot is best known for his research and education on the responsible use of leverage or investment debt, he is also recognized for his work on strategies to maximize after-tax retirement income.
Talbot’s latest development is brandable Education and Marketing Systems to make it easy for financial advisors to help clients MAXimize results for core financial priorities. His first, “MAX your RRSP Strategy,” addresses the foundation of retirement savings for mass-affluent investors.
Whether speaking to the public, corporate staff, or the financial industry, Talbot’s focus is to educate, entertain, and inspire others towards what financial success means for them. He has started a “Help a Friend” campaign to encourage everyone to share valuable ideas with others.
Talbot grew up on a small farm, and currently lives in London, Ontario, with his wife, Theresa, and their three wonderful but patience-testing kids, Derek, Ryan, and Kristin.
To learn more about how Talbot’s speaking, books, or consulting can help client-first financial advisors increase business, visit www.TalbotStevens.com.