Have You Addressed these Two Big Challenges Facing Financial Advisors Today?...

How Can You Increase Your Current Revenue
With the Least Amount
of Marketing, Time and Expense?

and

How Can You Build a
Big Enough Book of Assets Under Management
So You Can Retire Comfortably Someday?

There is a tested and proven answer to both questions - - developing, growing and maintaining a successful referral relationship with an estate planning attorney. Sounds simple, right?

Many have tried this but few have succeeded. How do you do this so it actually works?

Nationally renowned estate planning attorney (and Ultimate Estate Planner President) Phil Kavesh knows how.  Back in the 1980s, he was one of the very first pioneers of a “multi-disciplinary” practice, meshing his law firm closely with financial advisors.  Over the succeeding years, his referral process has catapulted three different financial advisors to #1 in their broker-dealers.  Furthermore, each advisor has accumulated enough AUM that he or she could retire from their practice tomorrow (if he or she felt like it), fetching an eye-popping purchase price!

You can do this too, if you know the detailed, step-by-step process that’s taken Phil over 30 years to perfect!

Join Phil Kavesh on a unique 2-part teleconference series where he will reveal to you some incredibly valuable, practical information you won’t find anywhere else! (And, by the way, you may want your favorite estate planning attorney to attend with you too!)

PART 1

Join us on Monday, October 24th, 2016 at 1pm Pacific Time (4pm Eastern Time) for Part 1, “Developing, Growing and Maintaining the Relationship”, where Phil will share with you in a unique 120-minute presentation:

• How to choose the right estate planning attorney to work with

• How to motivate the attorney to consistently make client referrals to you - - by showing him or her the “WIFM”!

• When are the best times for each of you to make referrals to the other

• How to clearly identify the “target” clients you want the attorney to refer to you (and vice versa)

• How the attorney should go about making a referral that will actually come in and do business with you - - step-by-step, including exactly what to say and what not to say!

• How to overcome common client objections to being referred (and the roadblocks in the attorney’s mind, too!)

• How to orchestrate the only kind of referral process that actually works - - the “handoff”!

• How to continue to grow the referral relationship through proper follow-up and accountability by both of you

• And much, much more!

PART 2

Then, join us on Tuesday, October 25th, 2016 at 1pm Pacific Time (4pm Eastern Time), join us for Part 2, “Implementing Financial Arrangements with the Estate Planning Attorney (both Legally and Ethically)”, where in 60 minutes you’ll learn:

• How to present the attorney with the ultimate referral motivation - - creating a significant, virtually passive income stream so he or she can retire comfortably someday, without even having to go through the hassle of selling their practice!

• How to overcome the attorney’s objections and yours too (which you probably have in your mind right now) - - about sharing your money management fees

• The Federal Securities Laws that clearly permit this revenue sharing

• The impact of State Laws as well (generally, very little at all!)

• The requirements of the attorney’s State Bar ethics rules (and exactly how they can be met)

• The licensing which the estate planning attorney must get (it’s way easier than both of you think!)

• How your Broker-Dealer can be a huge help in setting up and maintaining the relationship

• What contractual agreements you should have

• Alternative financial arrangements between you and the attorney, other than splitting of your money management fees

• And much, much more!

TELECONFERENCE DETAILS

Speaker: Philip J. Kavesh

Date: Monday, October 24, 2016
Time: 1:00 pm PT (4:00 pm ET)
Duration: 120 Minutes

and

Date: Tuesday, October 25, 2016
Time: 1:00 pm PT (4:00 pm ET)
Duration: 60 Minutes