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あらすじ・解説
Taxes have been a hot topic in the industry, especially with a new presidential administration that has talked about raising the current tax rates. It’s imperative to be proactive in our financial planning and that’s why we bring in David McKnight to today’s show. David talks to us about his Power Of Zero marketing program and how they may be able to help you improve your practice when it comes to the subject of taxes and leads.
About David McKnight:
David is a bestselling author, known most notably for writing The Power Of Zero. Many financial professionals loved this book and its principles, so David has launched his own Power Of Zero program. This program aims to train advisors with the Power Of Zero methods and help them execute them correctly to better serve their clients.
Insurance News Article: https://bit.ly/3k1GFgv
David's Website: https://www.powerofzero.com/
David's Podcast: https://www.powerofzero.com/podcast/
Email: david@powerofzero.com
Quick Hits:
2:52 - What’s The Power Of Zero (POZ)?
5:12 - What’s Different In Tax-Free Income for Life?
7:28 - Outlining Other Opportunities
9:10 - Where To Get The Book?
9:47 - The Automated Prospect Journey
16:15 - Consulting With A Client That’s On The Fence
23:27 - Successful Advisors Using The POZ Paradigm
29:29 - Why David Built POZ To What It Is Today
31:31 - Closing Thoughts
Contact:
The FIG Sales Symposium: figsymposium.com
Josh's Email: Josh.Martin@figmarketing.com
Shawn's Email: Shawn.Sigler@figmarketing.com