Untapped Referral Sources by Brokerville www.brokerville.comUntapped referral-sources

50 %
50 %
Information about Untapped Referral Sources by Brokerville www.brokerville.comUntapped...
Business & Mgmt

Published on February 19, 2014

Author: berylgomez

Source: slideshare.net


The website is mainly the service provided to people with the help of internet. The website focuses on financial aspects of people.

Untapped Referral Sources by Brokerville www.brokerville.com

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 • 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: CGET, Private Annuity Trust • Perfect for Seminars or joint meeting • Aggressive Tax Avoidance for Real Estate Owners—John Reed http://www.johntreed.com/realestate.html

Capital Gains Elimination Trust Parents Own $1 million low basis stock, no dividends. They gift it to Parents get annual income, e.g. hypothetical 10% for life = $2 million Parents get tax deduction for gift to CGET = $284,000 No estate tax as asset is removed from their estate = $470,000 savings CGET CGET sells stock, has $1 million to reinvest for income and gains. Sale is Tax Free. Requirement-when both parents die, at least 10% of original gift must go to charity

Private Annuity Trust Source: National Association of Financial and Estate Planning

Private Annuity Trust • Defers gain for years • Converts equity into cash • Basically an installment sale to heirs

Hospitals (LTC) • They want to court seniors • Program on LTC (or How to Analyze an Assisted Living Arrangement) • Use hospital for individual meetings

Outplacement Firms • Want to deliver long list of services • Clients are executives with rollovers • 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 $$$ • You can help them provide more comprehensive services (and compete) • Perfect for Seminars or joint meeting

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 • Create 6 drip letters • Do your study • Create a niche that pays like a slot machine

Add a comment

Related presentations

Canvas Prints at Affordable Prices make you smile.Visit http://www.shopcanvasprint...

30 Días en Bici en Gijón organiza un recorrido por los comercios históricos de la ...

Con el fin de conocer mejor el rol que juega internet en el proceso de compra en E...

With three established projects across the country and seven more in the pipeline,...

Retailing is not a rocket science, neither it's walk-in-the-park. In this presenta...

What is research??

What is research??

April 2, 2014

Explanatory definitions of research in depth...

Related pages

Referral Sources | LinkedIn

View 38100 Referral Sources posts, ... their referral networks locked down, ... Untapped Referral Sources by Brokerville www.brokerville.comUntapped...
Read more

Senior Leads - Leads for Financial Advisors and Insurance ...

Leads for Financial Advisors and Insurance Agents ... SeniorLeads GUARANTEES that every prospect will have a valid name, working phone number, and ...
Read more


anybody heard of brokerville.com got ... My FMO works a lot of lead sources and the word ... To continue when I asked for referrals was to ...
Read more

Client Letters - Senior LeadsSenior Leads

Client Letters. SeniorLeads Client ... It has provided me with a proven lead source that ... That client has given me one referral.....who has (also ...
Read more

Insurance Leads Guide

There is no doubt that referrals are the golden ticket in this industry, ... To find the best lead sources for your needs you must measure results.
Read more

Brokerville-Life Insurance online Marketing | Brokerville ...

Brokerville-Life Insurance online Marketing Brokerville show their Financial leads, life insurance leads, Annuity leads, ...
Read more

Bill Good Marketing®

... Our clients are our major source of revenue. We have developed proven techniques to find those clients ready to do business NOW. ... Referral Success:
Read more

How to Become a Million Dollar Producer | Bob Richards ...

... Own Leads" 5 How to Become a Million-Dollar Producer ... Visit www.brokerville.com 9 How to Become a ... more referrals from ...
Read more