Meet the Don.
In 1984, Don's grandmother was diagnosed with Alzheimer’s. Being a new financial planner at the time, Don and his family were left with little options. They went through seven years and seven months privately paying for her health care. She died broke in a Medicaid bed.
Don decided right then and there, that was a turning point. He believed if he specialized in financial planning that helped families find quality care for loved ones without going broke in the process, he would have more clients than he could handle. So, that's what he did.
34 years later he has built up his practice to over a million dollars a year and has been a member of the prestigious Million Dollar Round Table for the last 15 years. And now he is sharing his techniques on how to get to the top with like-minded individuals.
Let's win because we earned it.
A MESSAGE FROM OUR PRESIDENT:
There are four fundamentals to earning the kind of mental real estate great advisors own. Treat people with respect, be consistent, be interesting, and be authentic. What’s that mean? It means everything we already know, but a lot of advisors ignore it for some reason. Advisors shouldn’t be everything to everyone because being true to your people is more valuable than being understood by the masses. That is why I have developed a niche marketing system geared to help advisors become a thought leader in the area of Long-Term Care Pre-Planning and Asset Protection.
Our mission is to build advisors an intelligent brand that provides intelligent people a service they actually need. We use storytelling as a device to stop people in their tracks, shine the light on the truth and make a powerful argument for why your service is needed.
It is imperative that every single touchpoint you own - from your website to your business philosophy, marketing strategy, and how you speak to clients - must be consistent, authentic and be treated with the utmost attention to detail. And it has to flip the page on your brand narrative.
Close to 9000 Baby Boomers turn 65 each day. What are the two most important topics on their mind?
1. Making sure their money doesn’t die before they do.
2. How will they pay for LTC expenses? Whether at home, in assisted living facility or a skilled care facility.
By adopting this philosophy I have been able to consistently book 4-6 appointments a day with my calendar being booked about 1-2 months in advance. Because of this, I have earned a lifetime seat at the Million Dollar Round Table. And for the past five years, I have been sharing this system with like-minded advisors.
So yes, I am extremely passionate about helping families figure out how to pay for long-term care in the most tax efficient cost effective way possible. What you see here is only a small amount of what our team and our systems have to offer. If you would like to know more about how you can adopt this for yourself, please give us a call. Thank you for your interest in our company and this unique system.
Let’s win because we earned it.