This webinar discusses the opportunity for financial advisors to work with professional athletes. Most pro athletes go broke within a few years of retirement due to lack of financial planning. This presents a big problem but also a major business opportunity for advisors. The webinar recommends contacting sports agents who represent many athletes, rather than individual athletes. It provides tips on connecting with agents and an overview of the services offered by Pro Athlete Direct to help advisors build this business.
This document provides an overview of the World Financial Group (WFG) business opportunity. WFG helps people achieve better financial futures through financial education, products, and a business opportunity for associates. The opportunity allows associates to earn income through personal sales, developing other associates, and residual income. WFG focuses on middle-income individuals and families by providing guidance to establish financial goals and strategies. The hybrid business model rewards both sales production and leadership development, allowing associates to earn promotions and build their own organization.
This document brings together a set
of latest data points and publicly
available information relevant for
Financial Services Industry. We are
very excited to share this content and
believe that readers will benefit from
this periodic publication immensely.
WFG - Helping People Create Better Financial Futurespetervinhong
This presentation gives an overview of why WFG associates go to work each day: to build and protect wealth for families and individuals. It overviews the six components of WFG\'s financial needs analysis and describes fundamental financial concepts and strategies - such as the rule of 72 - that can help people secure their financial futures.
World Financial Group provides financial services and products to help people achieve better financial futures. It uses a hybrid business model that rewards associates for both sales production and leadership in developing other associates. The opportunity allows associates to earn income through their own sales, overrides on other associates' sales, and residuals. World Financial Group focuses on serving middle-income individuals and families and provides training and support to help associates be successful.
Primerica is a financial services company that offers solutions to help middle-class families with debt elimination, income protection, savings, and investments through a customized and confidential consultation program. The company has two phases of expansion: recruiting regional vice presidents to open new offices, and increasing their client base through financial solutions. Primerica offers representatives multiple ways to earn income through various leadership levels and compensation plans.
Primerica is the largest independent financial services marketing organization in North America. It was founded in 1977 and is listed on the New York Stock Exchange. Primerica offers a variety of financial products and services to help clients achieve their financial goals through a complimentary Financial Needs Analysis.
AEGON N.V. is an international insurance company based in the Netherlands that operates in over 20 countries. It was ranked one of the largest companies in the world in 2009. World Financial Group partners with AEGON and other insurers to offer their products through WFG's network of agents. WFG provides training and support to help agents grow their business and leave no family behind without the protection they need. Success is measured by building a team, completing training requirements, and earning commissions.
This document provides an overview of the World Financial Group (WFG) business opportunity. WFG helps people achieve better financial futures through financial education, products, and a business opportunity for associates. The opportunity allows associates to earn income through personal sales, developing other associates, and residual income. WFG focuses on middle-income individuals and families by providing guidance to establish financial goals and strategies. The hybrid business model rewards both sales production and leadership development, allowing associates to earn promotions and build their own organization.
This document brings together a set
of latest data points and publicly
available information relevant for
Financial Services Industry. We are
very excited to share this content and
believe that readers will benefit from
this periodic publication immensely.
WFG - Helping People Create Better Financial Futurespetervinhong
This presentation gives an overview of why WFG associates go to work each day: to build and protect wealth for families and individuals. It overviews the six components of WFG\'s financial needs analysis and describes fundamental financial concepts and strategies - such as the rule of 72 - that can help people secure their financial futures.
World Financial Group provides financial services and products to help people achieve better financial futures. It uses a hybrid business model that rewards associates for both sales production and leadership in developing other associates. The opportunity allows associates to earn income through their own sales, overrides on other associates' sales, and residuals. World Financial Group focuses on serving middle-income individuals and families and provides training and support to help associates be successful.
Primerica is a financial services company that offers solutions to help middle-class families with debt elimination, income protection, savings, and investments through a customized and confidential consultation program. The company has two phases of expansion: recruiting regional vice presidents to open new offices, and increasing their client base through financial solutions. Primerica offers representatives multiple ways to earn income through various leadership levels and compensation plans.
Primerica is the largest independent financial services marketing organization in North America. It was founded in 1977 and is listed on the New York Stock Exchange. Primerica offers a variety of financial products and services to help clients achieve their financial goals through a complimentary Financial Needs Analysis.
AEGON N.V. is an international insurance company based in the Netherlands that operates in over 20 countries. It was ranked one of the largest companies in the world in 2009. World Financial Group partners with AEGON and other insurers to offer their products through WFG's network of agents. WFG provides training and support to help agents grow their business and leave no family behind without the protection they need. Success is measured by building a team, completing training requirements, and earning commissions.
This document provides information about World Financial Group (WFG), a financial services marketing company. It discusses WFG's vision to help consumers achieve financial independence and its system for building a successful business. The document outlines WFG's business opportunity, highlighting how representatives can earn income by helping families and build a team. It also reviews compensation structures and incentives. In summary, WFG aims to empower ordinary people to achieve financial goals through its training, tools and business model.
Compensation Challenges in the Current Economywifilawgroup
Linda Wilkins, a tax attorney with 25 years of experience in executive compensation, discussed trends in executive compensation and benefits with the DFW HR Roundtable. She sees companies moving toward long-term incentives like extended stock holding periods to tie executives to long-term company performance. Companies are also implementing clawback policies to recover bonuses paid based on erroneous financial reports. Benefit cost containment strategies like wellness programs and penalties for non-compliance are also increasing.
1) World Financial Group is a financial services marketing organization that represents some of the world's leading financial services providers.
2) They aim to help individuals and families achieve financial independence through education on important financial concepts and solutions.
3) They provide associates with a proven business system and access to resources to help families address financial challenges like debt, protection needs, college costs, retirement and taxes.
1. The document promotes World Financial Group's (WFG) Variable Universal Life (VUL) insurance product and "crusade" by arguing it provides better solutions than traditional insurance and investment products.
2. It claims VUL offers significant tax advantages under IRS laws and can address multiple family financial needs like protection, savings, and retirement in a single product.
3. Testimonials from financial experts are presented to argue VUL is one of the most powerful financial tools available.
This document provides information about MDRE LLC, a real estate investment services company for medical and dental professionals. It discusses how tangible real estate can perform well even in a stagnant economy. It promotes setting up a LLC structure to take advantage of real estate investment opportunities and provides some hypothetical examples of how medical professionals have used LLCs to generate substantial income from real estate investments. The document outlines the services MDRE LLC provides and membership fees to help medical professionals get started with real estate investing.
WFG - Building Better Financial Futurespetervinhong
This business presentation provides an overview of what World Financial Group believes and it\'s mission to help people have better financial futures. It also explains why someone would want to take advantage of the WFG business opportunity.
The document summarizes the business model and opportunities available through Primerica, a financial services company. It outlines Primerica's proven 37+ year business model, accreditations and regulations, and opportunities for representatives to own their own business with no territory restrictions. Primerica provides training, technology resources, marketing materials, and a support system to help representatives be successful financial advisors and build their own business.
World Financial Group (WFG) is a financial services marketing company made up of thousands of associates in the United States and Canada. It helps middle-income families achieve financial independence through products from hundreds of companies. WFG has an exclusive broker-dealer and is among the top 1% of broker-dealers in the U.S. It is owned by AEGON, one of the world's largest insurance and pension groups. WFG offers training and a business system to help associates build their own businesses and teams to earn commissions on financial products and services.
The document summarizes how World Financial Group (WFG) provides equal opportunities and support for women and all associates to build successful careers in financial services. WFG aims to remove barriers like favoritism and glass ceilings through its business model of hands-on mentoring, flexible hours, and judging associates based on potential rather than background. The opportunity at WFG allows people from all walks of life, including stay-at-home moms and those with non-financial careers, to start in the financial industry and control their own success through performance-based promotions.
The document is a questionnaire for a client seeking to develop a customized financial strategy. It aims to understand the client's situation, needs, investment horizon, risk tolerance, goals for areas like retirement, education savings, estate planning, and more. The client is asked qualitative questions about their values, finances, dreams, and preferences to help the financial advisor build an appropriate plan.
The document provides an overview of World Financial Group (WFG), including their business model, products, compensation structure, and values. WFG believes in helping middle-income individuals and families achieve financial security through education on basic financial concepts. They conduct respectful, no-pressure consultations to analyze clients' needs and recommend solutions like insurance, investments, and retirement products. WFG's hybrid business model rewards both sales production and leadership development through multiple ways for associates to earn income and clear guidelines for promotion.
The document discusses three career paths: coach, agent, and consultant. Coaching involves leading sports teams and can pay $28,000-$60,000 annually depending on experience. Agents represent professional athletes, negotiate contracts, and earn commissions of $20,000-$750,000 depending on the sport. Consultants help businesses achieve goals, are paid per project, and typical salaries range from $65,000-$115,000. All three roles allow independence and flexibility.
The document discusses three career paths: coach, agent, and consultant. Coaching involves leading sports teams and can pay $28,000-$60,000 annually depending on experience. Agents represent professional athletes, negotiate contracts, and earn commissions of $20,000-$750,000 depending on the sport. Consultants help businesses achieve goals, are paid per project, and typical salaries range from $65,000-$115,000. All three roles allow independence and flexibility.
Pay for Today (and Tomorrow): Compensation in the Nonprofit Sector (DC)Church Pension Group
Lately, it seems that any sentence containing the words "nonprofit" and "compensation" is related to the scrutiny of pay provided to the presidents and other top executives of organizations. However, for most nonprofit organizations, far more compensation dollars are paid to the broader, non-executive employee population. My presentation from the October 2010 Nonprofit Human Resources Conference in Washington, DC focuses on prevailing practices and emerging trends regarding compensation in the nonprofit sector, including the impact of internal and external influences.
Is there an income gap between your current take home pay and the income needed to achieve your desired goals and dreams? Then this may be the opportunity you have been looking for. This is not a get rich quick opportunity.
Sponsorship involves a business providing financial or other support to an event, team, or athlete in order to advertise or gain goodwill. It benefits sports by funding events and athlete training, though sponsors expect good behavior and success in return. Finding sponsorship can be difficult for lesser known sports or underrepresented groups. While sponsorship promotes sport development, it also introduces drawbacks like dictated event timing or athlete exploitation.
The document discusses the career path of becoming a sports agent. It notes that while many are told being a professional athlete is unrealistic, working as a sports agent provides opportunities in the growing sports industry. To succeed as an agent requires a college education, ideally in a relevant field like business or law. Agents must work long hours, travel frequently, and build strong relationships with clients to best represent their interests and negotiate contracts and endorsements. Following all regulations is important to maintain one's license, as violating rules, such as providing improper benefits to collegiate athletes, can lead to suspensions.
1) AEGON N.V. is an international insurance, pension, and investment group based in The Hague, Netherlands with businesses in over 20 markets globally.
2) AEGON N.V. was ranked one of the world's top companies in 2009 by Forbes for its sales, profits, assets, and market value.
3) World Financial Group provides insurance, investment, and retirement planning products and services from select companies to help people achieve their financial goals.
1) AEGON N.V. is an international insurance, pension, and investment group based in The Hague, Netherlands with businesses in over 20 markets globally.
2) AEGON N.V. was ranked one of the world's top companies in 2009 by Forbes for its sales, profits, assets, and market value.
3) World Financial Group provides insurance, investment, and retirement planning products and services from select companies to help clients achieve their financial goals.
ECISI, E-Chamber Consulting and Insurance Services Inc, provides Virtual Marketing Rep support to select business categories.
Virtual Marketing Reps save employers thousands per month compared to hiring a full-time marketing employee.
In California, we can also serve as your insurance broker.
The business owner is struggling due to the economic slowdown and lacks marketing skills. They are unsure what actions to take or if they have enough cash reserves to weather difficulties. The document provides analysis of economic factors like credit use and offers the ECISI solution of finding new customers through their virtual chamber of commerce and connecting businesses to generate business-to-business transactions.
The business owner is struggling due to the economic slowdown and lacks marketing skills. They are unsure what actions to take or if they have enough cash reserves to weather the difficult conditions. The document provides advice on economic factors impacting businesses and offers marketing and insurance solutions through the ECISI consulting group.
This document provides information about World Financial Group (WFG), a financial services marketing company. It discusses WFG's vision to help consumers achieve financial independence and its system for building a successful business. The document outlines WFG's business opportunity, highlighting how representatives can earn income by helping families and build a team. It also reviews compensation structures and incentives. In summary, WFG aims to empower ordinary people to achieve financial goals through its training, tools and business model.
Compensation Challenges in the Current Economywifilawgroup
Linda Wilkins, a tax attorney with 25 years of experience in executive compensation, discussed trends in executive compensation and benefits with the DFW HR Roundtable. She sees companies moving toward long-term incentives like extended stock holding periods to tie executives to long-term company performance. Companies are also implementing clawback policies to recover bonuses paid based on erroneous financial reports. Benefit cost containment strategies like wellness programs and penalties for non-compliance are also increasing.
1) World Financial Group is a financial services marketing organization that represents some of the world's leading financial services providers.
2) They aim to help individuals and families achieve financial independence through education on important financial concepts and solutions.
3) They provide associates with a proven business system and access to resources to help families address financial challenges like debt, protection needs, college costs, retirement and taxes.
1. The document promotes World Financial Group's (WFG) Variable Universal Life (VUL) insurance product and "crusade" by arguing it provides better solutions than traditional insurance and investment products.
2. It claims VUL offers significant tax advantages under IRS laws and can address multiple family financial needs like protection, savings, and retirement in a single product.
3. Testimonials from financial experts are presented to argue VUL is one of the most powerful financial tools available.
This document provides information about MDRE LLC, a real estate investment services company for medical and dental professionals. It discusses how tangible real estate can perform well even in a stagnant economy. It promotes setting up a LLC structure to take advantage of real estate investment opportunities and provides some hypothetical examples of how medical professionals have used LLCs to generate substantial income from real estate investments. The document outlines the services MDRE LLC provides and membership fees to help medical professionals get started with real estate investing.
WFG - Building Better Financial Futurespetervinhong
This business presentation provides an overview of what World Financial Group believes and it\'s mission to help people have better financial futures. It also explains why someone would want to take advantage of the WFG business opportunity.
The document summarizes the business model and opportunities available through Primerica, a financial services company. It outlines Primerica's proven 37+ year business model, accreditations and regulations, and opportunities for representatives to own their own business with no territory restrictions. Primerica provides training, technology resources, marketing materials, and a support system to help representatives be successful financial advisors and build their own business.
World Financial Group (WFG) is a financial services marketing company made up of thousands of associates in the United States and Canada. It helps middle-income families achieve financial independence through products from hundreds of companies. WFG has an exclusive broker-dealer and is among the top 1% of broker-dealers in the U.S. It is owned by AEGON, one of the world's largest insurance and pension groups. WFG offers training and a business system to help associates build their own businesses and teams to earn commissions on financial products and services.
The document summarizes how World Financial Group (WFG) provides equal opportunities and support for women and all associates to build successful careers in financial services. WFG aims to remove barriers like favoritism and glass ceilings through its business model of hands-on mentoring, flexible hours, and judging associates based on potential rather than background. The opportunity at WFG allows people from all walks of life, including stay-at-home moms and those with non-financial careers, to start in the financial industry and control their own success through performance-based promotions.
The document is a questionnaire for a client seeking to develop a customized financial strategy. It aims to understand the client's situation, needs, investment horizon, risk tolerance, goals for areas like retirement, education savings, estate planning, and more. The client is asked qualitative questions about their values, finances, dreams, and preferences to help the financial advisor build an appropriate plan.
The document provides an overview of World Financial Group (WFG), including their business model, products, compensation structure, and values. WFG believes in helping middle-income individuals and families achieve financial security through education on basic financial concepts. They conduct respectful, no-pressure consultations to analyze clients' needs and recommend solutions like insurance, investments, and retirement products. WFG's hybrid business model rewards both sales production and leadership development through multiple ways for associates to earn income and clear guidelines for promotion.
The document discusses three career paths: coach, agent, and consultant. Coaching involves leading sports teams and can pay $28,000-$60,000 annually depending on experience. Agents represent professional athletes, negotiate contracts, and earn commissions of $20,000-$750,000 depending on the sport. Consultants help businesses achieve goals, are paid per project, and typical salaries range from $65,000-$115,000. All three roles allow independence and flexibility.
The document discusses three career paths: coach, agent, and consultant. Coaching involves leading sports teams and can pay $28,000-$60,000 annually depending on experience. Agents represent professional athletes, negotiate contracts, and earn commissions of $20,000-$750,000 depending on the sport. Consultants help businesses achieve goals, are paid per project, and typical salaries range from $65,000-$115,000. All three roles allow independence and flexibility.
Pay for Today (and Tomorrow): Compensation in the Nonprofit Sector (DC)Church Pension Group
Lately, it seems that any sentence containing the words "nonprofit" and "compensation" is related to the scrutiny of pay provided to the presidents and other top executives of organizations. However, for most nonprofit organizations, far more compensation dollars are paid to the broader, non-executive employee population. My presentation from the October 2010 Nonprofit Human Resources Conference in Washington, DC focuses on prevailing practices and emerging trends regarding compensation in the nonprofit sector, including the impact of internal and external influences.
Is there an income gap between your current take home pay and the income needed to achieve your desired goals and dreams? Then this may be the opportunity you have been looking for. This is not a get rich quick opportunity.
Sponsorship involves a business providing financial or other support to an event, team, or athlete in order to advertise or gain goodwill. It benefits sports by funding events and athlete training, though sponsors expect good behavior and success in return. Finding sponsorship can be difficult for lesser known sports or underrepresented groups. While sponsorship promotes sport development, it also introduces drawbacks like dictated event timing or athlete exploitation.
The document discusses the career path of becoming a sports agent. It notes that while many are told being a professional athlete is unrealistic, working as a sports agent provides opportunities in the growing sports industry. To succeed as an agent requires a college education, ideally in a relevant field like business or law. Agents must work long hours, travel frequently, and build strong relationships with clients to best represent their interests and negotiate contracts and endorsements. Following all regulations is important to maintain one's license, as violating rules, such as providing improper benefits to collegiate athletes, can lead to suspensions.
1) AEGON N.V. is an international insurance, pension, and investment group based in The Hague, Netherlands with businesses in over 20 markets globally.
2) AEGON N.V. was ranked one of the world's top companies in 2009 by Forbes for its sales, profits, assets, and market value.
3) World Financial Group provides insurance, investment, and retirement planning products and services from select companies to help people achieve their financial goals.
1) AEGON N.V. is an international insurance, pension, and investment group based in The Hague, Netherlands with businesses in over 20 markets globally.
2) AEGON N.V. was ranked one of the world's top companies in 2009 by Forbes for its sales, profits, assets, and market value.
3) World Financial Group provides insurance, investment, and retirement planning products and services from select companies to help clients achieve their financial goals.
ECISI, E-Chamber Consulting and Insurance Services Inc, provides Virtual Marketing Rep support to select business categories.
Virtual Marketing Reps save employers thousands per month compared to hiring a full-time marketing employee.
In California, we can also serve as your insurance broker.
The business owner is struggling due to the economic slowdown and lacks marketing skills. They are unsure what actions to take or if they have enough cash reserves to weather difficulties. The document provides analysis of economic factors like credit use and offers the ECISI solution of finding new customers through their virtual chamber of commerce and connecting businesses to generate business-to-business transactions.
The business owner is struggling due to the economic slowdown and lacks marketing skills. They are unsure what actions to take or if they have enough cash reserves to weather the difficult conditions. The document provides advice on economic factors impacting businesses and offers marketing and insurance solutions through the ECISI consulting group.
If you’re enthusiastic about sports, this is an extraordinary time to get into the sports business. Researchers have recently observed one of the greatest development time frames throughout the entire existence of the industry
Virtual Marketing Solutions for Small BusinessECISI
A virtual chamber of commerce solution for select small businesses in the U.S., Canada and Latin America. Virtual marketing representatives can save businesses time and money in growing your business. Your success is our success!
This business presentation discusses Financial Education Services, a company that provides financial education and identity/credit protection services. It highlights how many people are struggling financially due to high debt, lack of savings, and economic challenges. The presentation then outlines FES's products and services that help people improve their credit, pay off debt, protect their identity, create wills/trusts, and gain financial literacy. It describes the compensation plan for becoming an FES agent, including commissions, bonuses and potential residual income. Agents receive training and support from FES University. The presentation concludes by outlining the 4 steps to becoming an FES agent.
Principal Financial Group Northeast Business Center Recruiting Presentationjoe_principe
The Principal Financial Group is a large, stable financial services company with over 130 years of history. It provides retirement, investment, insurance, and banking services to businesses, individuals, and institutional clients. The company has a national presence with local support offices. It is seeking to partner with financial advisors to help clients rebuild their finances and trust after the economic downturn. The Northeast Business Center offers attractive benefits, compensation, and professional development opportunities for partnering financial advisors.
Poonawalla Fincorp’s Strategy to Achieve Industry-Leading NPA Metricsshruti1menon2
Poonawalla Fincorp Limited, under the leadership of Managing Director Abhay Bhutada, has achieved industry-leading Gross Non-Performing Assets (GNPA) below 1% and Net Non-Performing Assets (NNPA) below 0.5% as of May 31, 2024. This success is attributed to a strategic vision focusing on prudent credit policies, robust risk management, and digital transformation. Bhutada's leadership has driven the company to exceed its targets ahead of schedule, emphasizing rigorous credit assessment, advanced risk management, and enhanced collection efficiency. By prioritizing customer-centric solutions, leveraging digital innovation, and maintaining strong financial performance, Poonawalla Fincorp sets new benchmarks in the industry. With a continued focus on asset quality, digital enhancement, and exploring growth opportunities, the company is well-positioned for sustained success in the future.
Navigating Your Financial Future: Comprehensive Planning with Mike Baumannmikebaumannfinancial
Learn how financial planner Mike Baumann helps individuals and families articulate their financial aspirations and develop tailored plans. This presentation delves into budgeting, investment strategies, retirement planning, tax optimization, and the importance of ongoing plan adjustments.
How to Invest in Cryptocurrency for Beginners: A Complete GuideDaniel
Cryptocurrency is digital money that operates independently of a central authority, utilizing cryptography for security. Unlike traditional currencies issued by governments (fiat currencies), cryptocurrencies are decentralized and typically operate on a technology called blockchain. Each cryptocurrency transaction is recorded on a public ledger, ensuring transparency and security.
Cryptocurrencies can be used for various purposes, including online purchases, investment opportunities, and as a means of transferring value globally without the need for intermediaries like banks.
In World Expo 2010 Shanghai – the most visited Expo in the World History
https://www.britannica.com/event/Expo-Shanghai-2010
China’s official organizer of the Expo, CCPIT (China Council for the Promotion of International Trade https://en.ccpit.org/) has chosen Dr. Alyce Su as the Cover Person with Cover Story, in the Expo’s official magazine distributed throughout the Expo, showcasing China’s New Generation of Leaders to the World.
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Calculation of compliance cost in the fishing industry of Russia after extended SCM model (Veterinary and sanitary control of aquatic biological resources (ABR) - Preparation of documents, passing expertise)
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Webinar update with_no_offer
1. Welcome to the Webinar!
Video was not exported from SlideRocket
It will begin immediately following
this brief introduction clip...
2. How to Add +$10,000,000.00 in AUM
in Less Than 6 Months
While Helping Pro Athletes Avoid Going Broke.
For Financial Service Professionals Only
3. Why are so many pro athletes going broke?
In the 2009 Sports Illustrated article,
“How (and Why) Athletes Go Broke,"
Pablo S. Torre reported:
"By the time they have been retired for
two years, 78% of former NFL players
have gone bankrupt or are under financial
stress because of joblessness or divorce.
Within five years of retirement, an
estimated 60% of former NBA players are
broke."
5. Our research shows that many factors
contribute to this, such as...
No initiation ofare so many of them
Why a sustainable, long-term going broke?
financial plan, early on
Overspending on luxury goods
Poor ongoing advice
Peak earning years span last a limited
time
No understanding of ongoing expenses
Too many hands in the cookie jar
Often...No BASIC PLAN in place from the get go.
7. Why target pro athletes?
Because...
They generate over $10B in annual salaries
Add endorsements, bonuses, additional businesses & it's 10's of
billions in investable assets
They're going broke & need direction, right now
This not only impacts the athletes, BUT also the spouses, children &
families involved
There is a tremendous opportunity for financial service professionals
who "get it" to add clients & help fix the problem.
They need help,right now!
8. Unique to the pro athlete clients vs. other
appealing client markets (business
owner, doctor, attorney, etc. clients)...
Limited amount of time to generate a net
What is UNIQUE about this
worth to sustain them/families over a demographic?
lifetime.
A majority of these athletes are going to
go broke if they don't take action, right
now. This sense of urgency benefits
financial advisors looking to work with
this demographic.
BUT...
9. Whatever the majority of sports agents,
athletes & their financial advisors are
doing up to this presentation, right now,
is absolutely
not working, it's broken!
Fail
F-
The problem now...
-verb
1. fail to get a passing grade.
10. With connections made with sports
agents & their athletes, financial advisors
providing proper guidance, there are
new clients & billions of dollars to be
picked up.
Making sense?
That is unique! What is the opportunity?
11. Financial advisors who GET the
opportunity at hand have a significant
opportunity to add clients, raise assets &
turn this disaster around, right now.
A+
The Opportunity for Financial Services Pros...
Succeed
-verb
1. attain success or reach a desired goal.
12. Come to the table with a point of
distinction, something not everyone is
sharing:
Tax strategy ideas no one else is talking
about
Insurance risk management ideas
Investment risk management strategy
This sounds good, knowledge todo I assets
Legal BUT how protect
add pro athlete clients?
Simplicity of explaining the above
increases your value, btw
What makes you distinct vs. your
competitors? Then bring it to 'em!
These athletes have a financial pain and for most it's
not going away...Relieve the pain.
13. (Our research shows that this is probab
Pro athletes, essentially, are 1 person corpo
million dollar corporations that generate reve
sources...
Annual salary
Bonuses
Endorsement deals (many with multiple deal
Should I contact the pro athlete directly?
Investments
Secondary businesses, etc.
From our studies, the an
14. Instead contact and create the rela
Their Sports Ag
Should I contact the pro athlete directly?
15. They are the mediary between the athlete an
They have access to multiple athletes
We've watched 1 financial advisor generate
a single relationship with an agent in less tha
The great ones are looking for alliances with
providers
Benefits of working with the sports agent
Consider the sports agen
of that 1 person corp
16. Pickup the phone
Direct mail campaigns to warm up contacts
Postcard marketing
Tear sheet letters
Invitations to events and/or participate in eve
Email campaigns
Ways to connect Webinars
with the sports agent...
Utilize current events as "talking points" with
Sports Business Daily is the equivalent of Bl
industry. Drawback...Costs $1,300/year
17. The global financial picture has changed dra
years. Think about how hard it is being in th
stay current...Imagine how hard it is for agen
Tax law changes
Investment vehicles
Insurance risk management
What do Estate planning
they need...
Income generating vehicles
Alternative investments
The list goes on and on....
18. If we accept as the GIVEN here that...
Pro athletes generate high annual incomes f
yes?
Many are broke rapidly in retirement, yes?
This can destroy marriages, families & impa
generations, yes?
Many of the current advisors hold some of th
What do we do in all of this? are a ton of assets
Can we agree that there
There is a massive opportunity for financial advisors
who are good at what they do and can
implement it.
19. Everyone and their mother markets to the bu
attorney, executive, etc. markets.
Very few are marketing to the pro athlete spa
has a massive upside, but from what our res
the most help.
What do we do in all of this?
There is a massive opportunity for financial advisors
who are good at what they do and can
implement it.
20. Pro Athlete Direct provides a limited amount of licenses to financial
service professionals around the US, Canada, Europe & Asia
that allows access into our real time database of over
So, what do we do in all of this?
7,500 professional athletes and sports agents.
This Access Provides the Opportunity to connect, network
and collaborate with sports agents & athletes
21. So, what do we do in all of this?
To our licensees we provide ongoing coaching & access to our
proprietary Athlete Connect University. Here we provide our best
practice strategies & tips for creating relationships as the trusted
advisor.
This Access Provides the Opportunity to connect, network
and collaborate with sports agents & athletes
22. The poster child for how to handle your finances...
Jamal Mashburn's NBA career salary was roughly $75M. His net
worth now is over $200,000,000.00.
23. The poster child for how to handle your finances...
Video was not exported from SlideRocket
Jamal Mashburn's NBA career salary was roughly $75M. His net
worth now is over $200,000,000.00.
24. Do you have a clearer picture of the opportunity
that exists, right now?
If yes, and if adding additional athlete clients or your first athlete client
fits into your area of interest, here's the next step...
We are scheduling the "15 Minute Strategy Session" calls.
During this call we learn more about your business to
identify how we can help you do this.
We also extend the scholarship opportunity for call participants.
To view available dates & to schedule your call, go to:
proathletedirect.com/strategysessionltd