
Ep19: Transforming Retirement Planning — with David McKnight
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In 10 years, tax rates will likely be dramatically higher than they are today. What are you doing to help your clients protect their retirement?
Our guest, David McKnight, author of a #1 Amazon best-seller “The Power of Zero,” is here with an action-prompting message for advisors and their clients around the tax freight train that’s bearing down on retirements. This conversation will teach you a necessary and ever-so timely way to think about retirement planning.
In this episode, you’ll learn:
● Why David says that the true purpose of a retirement account isn’t to give us tax deductions
● How to engage someone who seems apathetic about tax rates
● How to teach your clients about the power of zero
● How to use the power of zero in your prospecting — and why it’s an influential approach
● Words of advice about creating a selling system that’s predictable, sustainable, and repeatable
● And more!
Tune in now to learn how you can encourage your prospects and clients to harness the power of zero!
Resources:
WealthVest | The Power of Zero | The Power of Zero by David McKnight | The Power of Zero movie | How a Venue Change Can Help Your Marketing
Correction: The website David mentions is tugg.com and not tugg.net.
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