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Tax Deferral Strategies Presents...

Attention Financial Advisors

How I Used The “Advisors Formula” To Close Over $7 Million of AUM in 3 Months!

Your Hosts

Carl Worden

Carl Worden

RIA, Speaker, Coach
Carl Worden

Chris Shockowitz

Technology Leader, Author, Entrepreneur

Learn How To Differentiate Yourself From Every Other Financial Advisor With No Competition!

Grab Your Seat By Clicking The Button Below

What You Will Learn Inside This Training:

Part #1

Why most financial advisors are fiercely competing for $100k deals and completely missing the million-dollar deals?

Part #2

How to connect with baby boomers looking to retire and unlock over $60 trillion in assets that no one else knows how to manage.

Part #3

The Simple 5 Step Process to qualify leads and close million dollar deals like clockwork.

Part #4

How to land your first client in a matter of weeks.

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