|
Member Benefits
As an member of MyCashFlowCoach.com, you will have unlimited access for ONE YEAR to all our income
planning, debt reduction, and college tuition planning guides and tools. The income planning guides
include all the documents, forms, and contracts that are needed to help the business owner’s CPA do
his job faster and meet the IRS guidelines.
You also get access to the marketing materials that can help you open the door to the lucrative
business owner market. In addition, you get our ongoing cash flow strategy webinars and our monthly
newsletters. These newsletters and webinars will help you keep up to date with all the new financial
strategies and marketing methods that are working for other financial advisors!
How do other advisors use MyCashFlowCoach.com in their financial practice?
- Insurance reps use the strategies and tools to help the business owner free up cash flow and create
"new found money" to fund their insurance premiums, without the business owner coming out-of-pocket.
- Fee only planners use the strategies and tools to add even more value to their client’s financial plan.
- Financial planners and registered investment advisors use the strategies and tools to help business owners
improve their cash flow and build relationships to gain assets under management.
- College planners use the strategies and tools to help business owners reduce their kid’s tuition bill.
Regardless of how you use the strategies and tools you get with the MyCashFlowCoach.com program, no other
financial advisor is offering this kind of value to business owners!
Here’s what you get when you become a member of MyCashFlowCoach.com:
Income Planning Implementation Guides
(Click here for details)
These income planning strategy guides can be used by any small business owner, farmer or real estate investor to
help develop a tax reduction game plan with their accountant. The accountant provides the know-how and these
guides, including the documents, forms, and contracts, allow him to implement the plan quickly and successfully.
These income planning guides can reduce the business owner’s taxes by a minimum of $5,000 a year!
Cash Flow & Debt Reduction Strategies
(Click here for details)
This cash flow & debt reduction "how-to" planning guide and software has been used by many home
owners to pay off their mortgage, or any other debt, in just half the time. It blows away the
bi-weekly payment method! This one strategy alone can cut the amount of interest you pay to your
mortgage lender by a minimum of $5,000 a year!
College Planning Strategies
(Click here for details)
These college planning strategies and tools have been used by some of the top college admissions
specialists and college financial advisors in the country. For 18 years families have used this
"inside information" to get the student into their dream college, and cut their tuition in half!
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 secretary 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 PowerPoint presentations 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 eye’s 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 managing penetrating the small business
owner market. These powerful webinars are presented by some of the leading small business experts in the country.
Ongoing Support
As part of your membership, you receive ongoing E-MAIL support for questions pertaining to the information and
implementation guides on MyCashFlowCoach.com.
Join Today
|