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Financial Advisors!
Would you like a way to:
- Easily network with CPAs and build relationships that will get you client referrals
and finally put an end to your high cost of seminar marketing?
- Show ANY BUSINESS OWNER an easy way to dramatically reduce their taxes and debt and
use that "new found money" to fund retirement products; such as the hot, new, tax-advantaged
combo annuity/long-term care product coming out January 1, 2010?
- Show ANY BUSINESS OWNER how they can use our income planning and debt reduction guides
to dramatically cut their taxes and debt and better yet, get their CPA to do all the
implementation and paperwork?
- Show GRANDPARENT business owners how they can invest $50,000 into a 529 Plan and
then have their CPA use our income planning and debt reduction strategies to get back
the entire $50,000 from Uncle Sam – in just a few years?
According to Thomas J Stanley’s book, "The Millionaire Next Door", business owners are
better clients for financial advisors simply because they are more proactive in hiring
advisors to help improve their business and increase their wealth.
Unfortunately, the current economy has forced many business owners to take a "wait and see"
attitude. Consequently, when approached by advisors, most business owners say, "I can't afford
to move my money or fund my grandchild's education until the market recovers my losses."
WE HAVE A SOLUTION!
The MyCashFlowCoach.com program provides business owners with a simple solution to this
cash flow problem and gives financial advisors an easy way to tap into the lucrative
business owner market and also develop powerful relationships with their "gatekeeper" – the CPA.
Our own in-house CPAs have developed unique tax and cash flow strategies and placed
them into "strategy implementation" guides that are easy to follow, and easy to understand,
including all the documents, forms, and contracts that the business owner's CPA needs to
easily implement the strategy successfully. You don't need to do a thing!!
It's a win-win for the business owner, their CPA…. and YOU the financial advisor!
The MyCashFlowCoach.com program can help financial advisors open doors to the:
- Business owner market – by showing them how they and their CPA can use our income
planning and debt reduction guides to cut their taxes and debt and use that "new found
money" to fund retirement products; such as the hot, new, tax-advantaged combo
annuity/long-term care product coming out on January 1, 2010.
- Grandparent business owner market – by showing them how they can invest $50,000
into a 529 plan and then have their CPA use our income planning and debt reduction
strategies to get back the entire $50,000 from Uncle Sam in just a few years.
Better yet, the MyCashFlowCoach.com program "Financial Advisor Membership Package"
includes unique marketing strategies, marketing tools, and a step-by-step process that
allows you to easily tap into the lucrative business owner and grandparent market,
without any heavy lifting on your part… and finally put an end to your high cost of
seminar marketing!
WE’VE MADE THIS WHOLE PROCESS SIMPLE FOR YOU!
Our income planning and debt reduction strategy guides are easy to follow, and easy to
understand; and include all the documents, forms, and contracts that the business owner's
CPA needs to make it easy to implement the strategies and meet the IRS guidelines, such as:
- Health Reimbursement Plan documents
- Employer Health Reimbursement Plan Resolution
- Employer Health Reimbursement Plan Contract
- Health Reimbursement Claim Forms
- Assignment of Equipment/Property Interest
- Equipment/Property Appraisal Forms
- Equipment/Property Lease Forms
- Educational Assistance Plan Documents
- Employee Tuition Expense Reimbursement Forms
- Employment Contracts
- Monthly time sheets
- Statement of Use of Employer-Provided Auto
- Election To Treat The Debt On A Home Residence As Not "Qualified Residence Interest"
- And much, much more
As a result of using our unique "strategy implementation" guides, the business owner can reduce his taxes
and debt and thereby increase his cash flow. This creates "new found money" that the business
owner can use to fund retirement or college.
Even better, by using our easy to understand, easy to follow strategy guides, the CPA can
easily implement the strategies – and increase his billable revenue! This allows the financial
advisor to stay relatively hands-off in the process, yet still use MyCashFlowCoach.com to
develop relationships with business owners and their CPAs for future referrals.
It’s a 1-2 knockout punch!
For the last 18 years we've helped thousands of small business owners, farmers and real
estate investors reduce their income taxes, debt, and college tuition and use the "new found
money" to fund their life insurance premiums, SEP-IRAs, annuities, and even their children or
grandchildren"s 529 plan.
Now you can do the same! You can use the MyCashFlowCoach.com to help business owners reduce
their income taxes, debt, and college tuition and get access to all their assets… and at the
same time network with their CPA!
WHAT YOU GET WITH YOUR ADVISOR MEMBERSHIP
Let's face it, small business owners will soon be facing increased taxes and interest
rates and MyCashFlowCoach.com can be the ultimate resource to help you provide the solutions
that your business clients are desperately looking for. What business owner wouldn't want to
purchase your financial products if you could show them an easy way to create "new found money"
by reducing their taxes and debt?
Here’s what you get with the $997 a year Advisor membership program:
- Unlimited usage license
As a financial advisor, your special membership license allows you to use our "how to" income
planning and debt reduction implementation guides on MyCashFlowCoach.com for all of your small
business clients, for a one-year period. Referrals can boost your business without spending a
dime on marketing. Use these guides to network with CPAs and watch your referrals grow
dramatically.
- Marketing Materials
As a financial advisor, we also provide you with marketing & presentation materials that can help you
demonstrate the power of tax and cash flow planning to penetrate the lucrative small business owner
market. These materials include:
- "How To Use The MyCashFlowCoach.com Program With Small Business Owners and Their CPA Or Tax
Advisor" step-by-step guide This simple and powerful "Read Me First" guide provides you with a
step-by-step action plan to success. The key to opening the door to the highly lucrative business
owner market is through the CPA. This guide gives you a quick and simple process to achieve outstanding
results; such as:
- How to adopt a proper mindset so that every CPA will choose you over your competitors.
- Why 99% of financial professionals fail at CPA referrals and what the remaining 1% hope that you never discover.
- Straightforward strategies for meeting five CPAs in 90 days or less – guaranteed.
- How to make your first meeting with a CPA a monumental success (for both you and the CPA).
- And much more!
- "How To Market To Small Business Owners" manual
This simple and powerful manual shows you how to open doors to the business owner market without spending
a dime in marketing costs and become the go-to financial advisor in your community.
- Sample Brochure (MS Word)
Leave this brochure with the office manager of a dentist, doctor, or any business owner in your community and watch
them call YOU for more information.
- CPA Introduction Letter
This simple letter to the business owner’s CPA can produce an avalanche of new client referrals when
used in conjunction with the MyCashFlowCoach.com income planning guides.
- Three PowerPoint Presentations And Scripts
These very powerful Powerpoints are the ones used for the videos on MyCashFlowCoach.com with the complete
scripts. Make a quick presentation at a Rotary Club meeting and watch the business owner's eyes open
wide.
- Webinars
As part of your membership, we also provide advisors with timely webinars that keep you up to
date with the latest marketing ideas and financial strategies to help you become more efficient
at penetrating the small business owner market. These powerful webinars are presented
by some of the leading small business experts in the country.
- Ongoing Support
You receive ongoing E-MAIL support for questions pertaining to the information and
implementation guides on MyCashFlowCoach.com.
Your Next Step
Grandparents are a financial advisor’s dream client, which is the reason why advisors
spend enormous amounts of money marketing to prospects age 55 and over. And business owners
are the ultimate client because of the number of different financial products and service
opportunities.
If you are serious about marketing to grandparents and small business owners and dramatically
increasing your revenues and referrals in a tough economy, we can help.
The MyCashFlowCoach.com program gives your business clients the proactive strategies they
need to reduce their taxes and debt and increase their cash flow. It’s the perfect door-opener
to the business owner market for any financial advisor, with very little effort on your part.
Better yet, by involving the CPA to implement the various strategies, you can build relationships
that will get you client referrals and finally put an end to your high cost of seminar marketing!
The cost is only $997 per year – AND – as a business owner yourself, all you need to do is take
the income strategy implementation guides on MyCashFlowCoach.com to your own CPA and you can save
as much as $5,000 -$10,000 on your own taxes. This will recoup your $997 cost 10 to 20 times over!
Don’t wait! Join now!
Join Today
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