No Marketing Organization in the country has committed the resources, developed the systems, and brought together the professionals that Advisors Excel has to help you dominate the IRA Market.

You’ll have access to all of these great tools if you make the decision to do your business with Advisors Excel.

MARKETING TOOLBOX: (The same tools that Mike Reese uses everyday in his practice)
1. 2 turn-key seminar presentations that include invitations, PowerPoint presentations, speakers notes, handouts, statistical comparisons, evaluation forms, DVDs and complete instructions.
A. Seminar #1 (Retiree): 7 Financial Mistakes That Cost Retirees Thousands.
B. Seminar #2 (IRA Expert): “Don’t Let the IRS Get their Hands on your IRA:” 5 Strategies to Save 10’s, if not 100’s of Thousands in Taxes on your IRA.
2. Monthly client newsletters.
3. “IRA Special Report” newspaper ad.
4. “IRA Special Report” direct mail piece.
5. “Avoiding Common IRA Owner Mistakes” booklet.
6. “Maximizing RRI” manual: build your practice around repeat business, referrals and introductions from
existing clients.
7. In-service distribution marketing system: make huge sales rolling out company 401k plans.
8. IRA prospecting letter for existing clients.
9. $100k client education event program: complete with a PowerPoint presentation, invitation, handouts.
10. Customized Web sites: tools to help you create your online presence.

SALES TOOLBOX:
1. Mike Reese’s turn-key client meeting process (including the “15 Minutes of Magic” conversation)
2. “15 Minutes of Magic” CD: teaching you how to execute this money making conversation.
3. 3 advanced financial planning strategies: help retirees save 100’s of thousands in taxes on their IRA - complete with
software, spreadsheets, presentations and case designs.
4. Case dissection: Mike shows you one of his entire cases.
5. IRA Analysis & Casework Design: Stretch IRA, Roth Conversion, Income Scheduling, Strategic IRA Rollout, IRA Growth Arbitrage, IRA Tax Rescue.

SUPPORT TOOLBOX:
1. Attorney recruiting call featuring Phil Kavesh.
2. Monthly coaching calls/webinars with Mike Reese.
3. Monthly CPA teleconferences featuring Bob Keebler, named Top 100 Most Influential Practitioners by
CPA Magazine.
4. Get all of your IRA questions answered by Bob Keebler at irahelp@advisorsexcel.com.
5. IRA College Level II: advanced IRA training to help you accelerate your referral relationship with attorneys.
6. A dedicated VP of Marketing helping you implement
best practices.