MAX YOUR RRSP STRATEGY
A brandable Education and Marketing System to help client-first financial advisors increase business. Double Guaranteed.
As a financial advisor, if your target market uses RRSPs, this new system will help you ...
Learn strategies not even taught to advisors, like how pasta can increase RRSP income 25-100%.
Educate with a Blueprint on how to MAX one aspect of personal finance.
A 4-step process integrating the most valuable strategies on a topic is more efficient than a series of tips, and more effective to implement for advisors and clients.
Quantify value delivered, to deepen client relationships and earn referrals.
Easy-to-use software illustrates how much the MAXimized plan is better than the investor’s current strategy. Most “Typical Ted” investors should improve their retirement savings by 100-200% or more.
Market to clients, prospects, and referrals with an Easy Deployment System.
Coach the combination of strategies that is best for the client, accounting for the critical and overlooked behavioural factors.
Brand yourself, as a leader in client-first education and behavioural coaching to help clients “MAX your Wealth.”
Increase business, Double Benefit Guaranteed.
Increase clients’ retirement savings and appreciation. Earn referrals by giving significant value, quantified. Use the system to earn a first meeting with prospects, differentiating from other advisors not sharing these concepts.
DOUBLE BENEFIT GUARANTEE
If after one year of using the system, you’re not confident that you benefited more than double your investment, from increased business, stronger client relationships, referrals, and knowledge, you can get a full refund. And you’ll get a thank-you for sharing these ideas with those who could benefit. Refund request must be received before two years after purchase.
Regional Director, Investors Group, Calgary
Talbot Stevens’ RRSP Pasta message is a simple opportunity for advisors to add value to clients and increase business.
Regional Director, Investors Group, Owen Sound
The “MAX your RRSP Strategy” software would be a useful tool to both drive new business and also measure Gamma. Quantifying the value of advice delivered would be valuable in this CRM2 era and help build a Gamma log with each client.
About Talbot Stevens
Talbot Stevens’ true passion is helping people benefit from effective financial strategies and behavioural solutions. Confessing to be one of those weirdos who likes math, he has degrees in engineering and computer science. But he’s committed to not letting that handicap him.
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 increase your wealth and security, visit www.TalbotStevens.com.
How Investors Will Benefit
RRSPs are, and should be, the foundation of most Canadians’ voluntary retirement savings.
Despite RRSPs being around forever, most investors will benefit from learning ...
the 5 RRSP Refund Strategies
how to avoid the RRSP “behavioural trap”
2 NEW RRSP Catch Up strategies
a simple way to boost retirement savings
the critical, overlooked behavioural factors
a 4-step process that optimally combines these concepts to “MAX your RRSP Strategy”
With an advisor’s help, the investor receives a customized blueprint that they know is mathematically and behaviourally best for their unique situation. This helps prospects want to become clients, and clients want to refer friends.
MAX your RRSP Strategy
Education and Marketing System Options
Three versions of branded systems serve advisors with different levels of commitment to growing their business.
A simplified, unbranded FREE version of the Starter system is also available, and contains most of the core concepts.
The branded systems provide the process and resources to attract interest, educate, and motivate clients, prospects and referrals to ACT on the win-win strategies. All concepts benefit the investor first, by increasing retirement savings — thus increasing business for the advisor, dealer, and investment company.
While almost all of the components are digital and accessible on any computer, tablet, or phone, the “MAX your RRSP Strategy” process outlined in the Blueprint can benefit “low tech” advisors and investors as well. Once the system resources establish interest, credibility and branding, investor education can be done one-on-one with the aide of Conversation Storyboards. The software tools then summarize the new MAXimized savings plan and quantify the benefit delivered.
* Special discounts are available at Education and Marketing advisor workshops.
Promotional partner branding is also available and allows companies to align their brand with helping investors and advisors benefit.
Email info@TalbotStevens.com for details.
Sample System Components
Following are some sample components of the Education and Marketing Systems, branded to “Advisor Name.”