MAX YOUR RRSP STRATEGY
A brandable Education and Marketing System to help client-first financial advisors increase business. Double Benefit Guaranteed.
As a financial advisor, if your target market uses RRSPs, this system will help you ...
Increase investment business
Introduce simple, untaught strategies to increase RRSPs. Most “Typical Ted” investors should improve their retirement savings by 100-200% or more.
Deliver quantified value, to retain and deepen client relationships
Demonstrating tangible value is critical in the CRM2 era. Easy-to-use software illustrates how much the MAXimized savings plan is better than the investor’s current strategy.
Earn new referrals
Impress clients with a Blueprint to MAX their most important savings priority: retirement. A 4-step process integrating the most valuable strategies on one topic is more efficient than a series of tips, and more effective to implement for advisors and clients.
Attract new prospects
The Easy Deployment System attracts interest and the branded Blueprint helps earn a first meeting so you can prove why competitors’ clients would benefit more with you.
Learn strategies not even taught to advisors, like how pasta can increase RRSP income 25-100%.
Brand yourself, as a leader in client-first education and behavioural coaching to help clients “MAX your Wealth.”
Coach the combination of strategies that is best for the client, accounting for the critical and overlooked behavioural factors.
Increase overall business, Double Benefit Guaranteed.
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.
Senior Wealth Advisor, Scotia Wealth Management, Saskatoon, SK
Excellent! Every financial advisor should know the concepts in Talbot’s “MAX your RRSP Strategy” blueprint. The untaught strategies will benefit clients and your business.
Regional Director, Investors Group, Calgary, AB
Talbot Stevens’ RRSP Pasta message is a simple opportunity for advisors to add value to clients and increase business.
Atlantis Financial Inc., Barrie, ON
It’s surprising that most don’t know how to make a proper RRSP contribution. Talbot Stevens has devoted most of his career towards educating on RRSP contribution strategies. What’s a key to financial success? Understand Talbot’s “MAX your RRSP Strategy” blueprint and act on it. It’s simple, and it really works!
Regional Director, Investors Group, Owen Sound, ON
The “MAX your RRSP Strategy” software is a useful tool to both drive new business and also track the cumulative benefit for the client. Being able to measure the value of advice delivered is extremely valuable.
Fiscal Wellness, Stratford, ON
Talbot Stevens’ “MAX your RRSP Strategy” blueprint is a great way to encourage a higher savings rate in a fun conversation.
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.
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 aid 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 or webinars.
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.”