UNTAPPED REFERRAL SOURCES

Provided Courtesy of Seniorleads

Automated Internet Marketing to

Bring You New Clients

888-893-2993

CPAS AND ATTORNEYS OKAY, BUT……

Every advisor is courting them

Some are in competition with you

They worry about losing a client if you lose their client money

High threshold of competence required

OTHER BUSINESSES

Already have relationships with the clients you want

Relationships are generally transactional (not relational)

Cannot judge your competence

Most advisors ignore them

Easy to answer –what can you do for them

COMMERCIAL REAL ESTATE BROKERS

Do you ever have prospects that won’t sell because of tax reasons?

Solutions: Capital Gains Elimination Trust, Private Annuity Trust

Perfect for Seminars or joint meeting

CAPITAL GAINS ELIMINATION TRUST

CGET

CGET sells asset,

has $1 million to

reinvest for income

and gains. Sale is

Tax Free inside this

trust.

Requirement--

when both parents

die, at least 10% of

original gift must

go to charity

Parents Own $1 million low basis

real estate (or stock). They gift it

No estate tax as asset is removed

from their estate = $470,000

savings

Parents get annual income, e.g.

hypothetical 10% for life

= $2 million

Parents get tax deduction for gift to

trust = $284,000

PRIVATE ANNUITY TRUST

Source: National Association of Financial and Estate Planning

Defers gain for years

Converts equity into cash

Basically an installment sale to heirs

PRIVATE ANNUITY TRUST

HOSPITALS (LTC)

They want to court seniors

They advertise in their newsletter and senior center your Presentation on LTC (or How to Analyze an Assisted Living Arrangement)

Use hospital for individual meetings with attendees, sell a boatload of LTC (or annuity and life combo policies)

OUTPLACEMENT FIRMS

Outplacement firms want to deliver long list of services to their clients (Fortune 1000 companies)

Clients of outplacement are executives with rollovers

Your Class: How to Manage your Money Between Jobs

Topics: Cash, credit, health insurance, cobra, stock options and foolishness of leaving $ in 401k plan

BUSINESS BROKERS

They have clients that will have $$$ as they sell their business

You can help them provide more comprehensive services such as the tax free sale of the business (qualified small business stock, Sec 1202 and 1045 of IRS code)

Perfect for Seminars or joint meeting about estate planning, CGET to sell business,etc

WHO ELSE?

Who else has relationships with clients you want?

You can help them

Under prospected by financial advisors

Transactional relationships

How about….

WHO ELSE?

The luxury car dealer?

The yacht dealer?

High end residential real estate broker?

ACTION PLAN

Make your list (phone book or CD from INFOUSA)

Make your script (script is about what YOU can do for THEM)

Create 6 drip letters

Do your study of soultions

Create a niche that pays like a slot machine