Wealth Maximization University

Are you ready to take your financial consulting business to the next level? Want to learn how to attract and work with the affluent client?

Use A PROVEN Method That WORKS

We developed The Wealth Maximization Method to extract the maximum benefits from a client’s assets in retirement with an eye toward leveraging the tax free value of their estate to their heirs with more certainty and more peace of mind.

What you can expect to find within the Wealth Maximization University

1 . How to market to the affluent client

Sample Dinner Invite
Name & Contact Information for National Marketing Firm we use to conduct all direct mail (this firm conducts all demographic analysis around the dinner venue you choose based on prospect’s liquid net worth, has calling center to book all dinner reservations, and provides daily updates on reservations received)
Name & Contact Information on Affiliated Marketing firm we use for generating leads from social media sites
Helpful “hints”on hosting your dinner events

2 . How to prepare for your Wealth Max Dinner Series

Broker copy of John Davenport’s first book entitled
“The Wealth Maximization Method”” complete with
appendix that projects expected gross production based
on below average results, average results, and above
average results on your dinner series. Book contains a detailed description of every Wealth Maximization strategy.
Copy of dinner presentation video & script on “How To
Use Your IRA and Qualified Plan Assets More Effectively
For You & Your Heirs””
Copy of IRA Maximization strategy training video/presentation along with corresponding script
Example of event portal for tracking dinner reservations

3. How to deliver the right message to the right audience

Tips on presenting to a “cold audience”
Copy of “Response Sheet” for prospects to complete and return at the dinner. This indicates whether the prospect wants to make an appointment for a complimentary “Workshop” with you
Copy of “Appointment Booklet” confirming the prospect’s appointment for their complimentary “Workshop” with you, along with the “Asset Breakdown”” form to be completed and returned by prospect prior to their scheduled “Workshop”(virtual or in office)
Copy of Workshop confirmation letter

4. How to conduct a successful "Workshop" meeting

Copy of Workshop training video
Tips for conducting a successful “Workshop”
Copy of Workshop template
Copy of “Asset Breakdown” sheet
Copy of “Information Exchange” booklet for gathering information on your client in order to prepare the client’s “Wealth Maximization Blueprint” (This is used once the client agrees to become a client)
Copy of letter to new client asking them to complete and return “Information Exchange Booklet”

5. How to conduct your first Wealth Planning meeting

Copy of formal “Client Asset Breakdown” sheet
Copy of “Client Agenda”
Copy of “Cash Flow & Tax Analysis” using the leading tax software in the United States. The name of the software and contact information provided.
Copy of “Wealth Maximization Blueprint””
Copy of “Projected Retirement Income Analysis”

6. How to conduct your second Wealth Planning meeting

Copy of “Client Agenda”
Refer to your training video on “IRA Maximization” strategy
List of recommended IRA funding options and which ones work best in different situations
Discussing the concept of the Roth like investment for the client’s heirs called the “IRA Trust” or “Wealth Trust””
Copies of proven “tools” for helping clients become comfortable and implementing the IRA Maximization strategy
Copy of WealthMax Tools video

7. How to conduct additional Wealth Planning meetings

Copy of training video on “Preferred Income Plan strategy” or “PIP”
Copy of training video & script on “Charitable Remainder Trust” strategy or CRT
Understanding the “Risk Free Investing For Your Heirs” strategy
Understanding why the “Wealth Trust” funded with joint life insurance is recognized as the best wealth transfer investment in the United States

8. Conducting the "Client Confidence Clarifier" meeting

Copy of the “Confidence Clarifier”
Conduct “Confidence Clarifier” meeting over lunch at a local venue of your choice
Schedule client’s first quarterly review meeting

9. How to market your brand

Copy of 1-minute and 30-second commercials. Name and contact information of my publicist who
can help you develop and air your own commercial
Copy of my “Wealth Maximization TV Show.” My publicist can show you how you can attract millions of assets without any action on your part

WHO IS THE WEALTH MAXIMIZATION METHOD MADE FOR?

Newly Registered Reps Looking to Take Off Running

Start your career in wealth management with a clearly drawn out road map and all the tools you'll need. Set yourself appart from the rest. Our innovation and out of the box methods will give you the upper hand in every meeting you go into.

Agents Who Aren't Seeing Growth in Their Business

Have you established a healthy book of business? Are you making a good salary? Could you do better? Take away the frustration of prospecting and planning with our steamline system.

The Top 1% in the Industry

Are you a successful financial consultant interested in learning unique tax and investment strategies targeted toward the high net worth client. Our Wealth Maximization Method can introduce you to strategies for attracting more assets and generating more gross production.

Your journey can start right now

You’re in a position to enjoy all the benefits the Wealth Maximization Method without the heavy lifting. At this point, it’s essential to work smart and figure out how to take your business to the next level. You can do exactly that by using the Wealth Maximization Method.

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Our Method

The Wealth Maximization Method is a proven step-by-step process that is divided into three distinct stages.

Stage I

In Stage I, you will assess your client’s current financial situation by identifying your three major “danger” areas.

Stage II

In Stage II, you will put together what we call the Wealth Maximization Blueprint. This will lay out to your client the strategies that they should consider to maximize the benefits of their assets for themselves and their heirs.

Stage III

Finally, in Stage III, these strategies are implemented and monitored. This will give your client peace of mind as they enter retirement. You will also set up a check-up schedule for monitoring their Wealth Maximization Plan.

Your Wealth Maximization Method Will Show You How To:

Give Your Client's a Clear Blueprint for "Using" their assets in retirement to maximize income and wealth transfer
Help your client avoid capital gain taxes on the sale of any highly appreciated asset
Maximize supplemental retirement income for your client
Maximize wealth transfer to the client's heirs without any adverse impact on the quality of the client's retirement.

You WIN, Your Hiers WIN, and the IRS LOSES

We developed The Wealth Maximization Method to extract maximize retirement income for the client while leveraging the tax free value to the client’s heirs.

Targeting the Affluent Client

Analyze the client demographics in your target market
How to attract the affluent client to your presentations
Having the right message and showing how to deliver that message to the right audience

Converting Prospects to Clients

How to navigate and the most of the “Client Workshop”
Step-by-Step Guide for conducting each “Wealth Maximization Planning Session”
Demonstrating a qualitative and quantitative difference in your client’s lives

Become the Authority on Wealth Planning in your Market

Growing Your Book of Business
Building Your Brand
How to develop multiple sources for qualified leads
Becoming a Best Selling Author

Take the next step – Give us a call!

If you have any questions, please contact us. Our friendly and responsive customer service staff will respond to your questions as soon as possible.