Ed Slott’s IRA training appears to be more focused on tax rules. I wanted information that advisors could use every single day add new clients to their practice.
Also, I focused my material on the areas which traditional training programs, back office support staff, and wholesalers never cover. My material is not covered because so few people in the industry have my experience of having worked at Fidelity and as an outside advisor.
I wanted to provide financial advisors with tips & strategies they could use in their practice.
Tax laws are great, but more importantly advisors need to know how to compete with Fidelity and Vanguard since they control 80% of the 401K Rollovers for Fortune 500 401k plans.
Personally I believe Ed Slott’s material is great, but tax rules alone don’t bring in assets.
You can know the tax code inside and out, but still get rollover blocked by the likes of Fidelity.
Trust me, I have seen it happen. After all, if you knew everything that went on behind the scenes at Fidelity and Vanguard do you believe it might help you more than knowing a tax rule. YES IT WILL.
If you would like to learn unique strategies to increase rollovers in your practice, request your free report at www.rollovercoach.com
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