Talbot’s 2.5 hour advisor presentation helps advisors increase their business with the responsible implementation of advanced wealth-creation strategies. Possible themes for presentations include:

1. Dispelling the Myths of Borrowing to Invest

Talbot’s objective and comprehensive leveraging training helps advisors understand the mechanics and risks of leveraging, how to market the concept in a professional manner, and reduce the business risks of leveraging.

2. After-Tax Income is All That Matters

Talbot’s newest research pioneers fundamental analysis of which investment strategies produce the most after-tax income. Learn when equities produce more after-tax retirement income outside of RRSPs, when leveraging is better than RRSPs, and how clawbacks affect a client’s net after-tax income.

3. Cost-Effective Marketing Strategies

By "knowing your numbers", you can instantly make accurate decisions to grow your business cost-effectively. Learn about a "Help a Friend" referral generating system to attract and motivate interested prospects for less than $8 each.

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Presentation Outlines

• General
• Leverage

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