ADVISOR INSTITUTE PRESENTS...
4 Proven Strategies to Help Advisors Work With Business Owners
Learn how to reach business owners & increase your conversion rate. Best part, you'll save countless hours of precious time!
Grow your business with a click of a button!
Did You Know...
There are almost 1.1 MILLION Small-Medium Enterprises (SME) in Canada
More than half (55%) of these businesses have fewer than 4 employees
This is a MASSIVELY underserved market that is desperate for competent advisors to help them with corporate financial planning
Here's The Thing
We're All Dealing With The Same Problem
The problem that advisors who want to work with business owners face is a
lack of practical learning. Courses and designations that have been sold as prestigious curriculums offer
little practical advice for advisors to work with business owners.
MGA’s and insurance carriers have little answers to put all the pieces of the puzzle together for the advisor.
Which means when most advisors try to sell large insurance cases to business owners they
come off as sleezy insurance salesmen and get shut down by the business owner’s accountant.
Insurance advisors are
not respected by the business owner or their other professionals such as the accountant or lawyer.
Your Solution
Luckily there is a solution to this problem that will have accountants and lawyers
respect what you can offer.
In this webinar we will be going over the four key areas that an advisor needs to understand to have effective conversations with business owners and their professionals.
With only 1 click you can get Instant access
What We'll Cover
Here are the four key areas that you will learn in this webinar:
KEY AREA #1
Fundamentals of Corporations
KEY AREA #2
Fundamentals of Corporate Insurance & Strategies
KEY AREA #3
Fundamentals of Taxation
KEY AREA #4
Fundamentals of Post-Mortem Planning
After learning these fundamentals, you will become a trusted advisor who can easily place large insurance strategies with high commissions and become the go-to expert who can garner referrals from accountants.
Become an industry leader in minutes!
Philip Setter
About Your Webinar Host
Philip Setter has spent his life addicted to learning and exploring complex subject material. Philip has homeschooled his entire life and took an intense passion for learning advanced mathematics, calculus, physics, and other related material into his adult life. Upon entering the financial industry, he was instantly drawn into the complicated world of tax strategies, tax law, and corporate structures.
Philip has pursued this interest with relentless dedication and has spent almost his entire career focused solely on advanced planning for shareholders of private corporations in Canada. He has an uncanny ability to simplify the most complicated tax matters into understandable elements that anyone can understand.
Besides the love of learning, Philip has a true passion for the world of teaching and helping other advisors pursue their careers in the corporate tax environment. Finding no suitable curriculum for advisors to have sufficient knowledge to service the complex needs of business owners, Philip set out to build the first comprehensive curriculum of its kind in Canada. He is now the Founder and CEO of Advisor Institute whose primary focus is on the specialized education of advisors working with business owners.
Philip has lectured across Canada to hundreds of advisors, accountants, and lawyers on tax matters regarding financial services. He has been a guest speaker and keynote speaker at many events such as Business Transition Forum, Junior Achievers, and others.
Register To Get INSTANT Access!
P.S. Do not put off working in the business owner market. It is an enormous underserved market which will eventually have many advisors working in it gobbling up your opportunity.
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info@advisorinstitute.ca
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