Wrap Your Head Around The New Provisions of the "SECURE" Act and the best way to use these changes to attract new prospects and clients!
*WHAT?! You didn't realize that there are changes to IRA rules?
-Yep, they slipped them in on 12/31/19!
Learn about the "real" up-to-date provisions on IRA's and how they'll affect your clients immediately. You'll gain the knowledge and talking points to feel confident while navigating a conversation with a prospect or a client.
*"SECURE" Act Blueprint Download
This is your secret weapon for knowing the facts, firming up your confidence, increasing the "trust" factor with your clients, improving new prospect opportunities, and having a strategy to utilize these changes in attracting new clients.
Seriously, you will get a renewed sense of CONFIDENCE!
*AUMCure EMAIL STRATEGY Invitation!
Ditch the canned emails! They are NOT your friend! Understanding your email strategy and messaging is far more valuable than the pesky over-duplicated email irritating your database of prospects and clients. We've developed an easily executable plan and high-converting email templates for you to reach your ideal clients and prospects and improve your overall AUM opportunities.
