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Tax Deferral Strategies Presents...

Attention Financial Advisors

How I Used The “Advisors Formula” To Close Over $7 Million of AUM in 3 Months!

Learn How To Differentiate Yourself From Every Other Financial Advisor With No Competition!

Grab Your Seat By Clicking The Button Below

Next Session Starts:

Today @ XX:XX PM
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Your Hosts

Carl Worden

Carl Worden

RIA, Speaker, Coach
Carl Worden

Chris Shockowitz

Technology Leader, Author, Entrepreneur
What You Will Learn Inside This Training:

Part #1

Why most financial advisors are fiercely competing for $100k deals and completely missing the million-dollar deals?

Part #3

The Simple 5 Step Process to qualify leads and close million dollar deals like clockwork.

Part #2

How to connect with baby boomers looking to retire and unlock over $60 trillion in assets that no one else knows how to manage.

Part #4

How to land your first client in a matter of weeks.
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