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This turnkey package helps advisors present and
market their own seminar on "Conservative Leverage: How to Magnify Returns
Like the Rich Do". Dispel the myths of the controversial strategy of
borrowing to invest. Use simple, understandable education and examples to show
the pros and cons of borrowing for RRSP Catch-Up loans, traditional
non-registered leveraging, a 5-point conservative leverage checklist, how to
make your mortgage interest tax-deductible, and how to get money out of your
RRSP/RRIF "tax-free".
As a bonus, this seminar package includes Talbot
Stevens’ Leverage Marketing System:
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33-page Research Report for advisors on the
technical aspects of leveraging
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5 "Napkin" Illustrations: simple,
understandable ways to introduce leverage concepts in a few minutes using
nothing more than a "pen and napkin"
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a fill-in-the-blank educational worksheet
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one-page Strategy Sheet articles for distribution
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Emotional Acid Test to see if a client is ready
to proceed and stick to the plan
The Seminar Presentation and Marketing Package
contains:
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60-70 minute PowerPoint 95 presentation on disk,
including speaker’s notes. Two backgrounds for use with an LCD projector or
to produce your own colour overheads.
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Seminar marketing materials include: 2 print ad
layouts, invitation letter, 4-fold brochure invitation, and flyer
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Handout materials include customized:
worksheets, Strategy Sheet articles, and feedback form
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Planning checklist to maximize response from
prospects, clients, and referrals
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Save $250 on a public seminar by Talbot Stevens.
Call for details to save even more.
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