David McKnight: "How To Build A Tax-Free Retirement" Webinar
David McKnight: "How To Build A Tax-Free Retirement" Webinar
David McKnight brings his “ How to Build a Tax-Free Retriement,” based on his book The Power of Zero™, presentation online as a turn-key webinar.
This webinar is designed to drive appointments for Financial Advisors from their existing clients and prospects. David McKnight discusses his The Power of Zero™ concept and shows your clients and prospects why it’s never been more important to start planning for retirement.
What you’ll get:
A customized landing page with your company information, disclosure, and up to two featured advisors as co-presenters with David McKnight
A customized automated webinar that runs daily for either 30 or 90 days, with your disclosures (if necessary) and a link to your automated calendar.
Proven email and text message templates to invite your current clients and prospects
What you (or your office) will be responsible for:
Send us a link to your booking page. We recommend Calendly (Click here for our course on setting up Calendly)
Get the presentation and invite compliance approved
Send Email/Text and Followup Email/Text (templates provided)
Note: Distribution of the webinar to people outside of your current database is prohibited
If you have any questions before purchase, Click Here to schedule a call with our team.