If you want to attract affluent clients, you could talk about a lot of things. Income planning, investing, estate planning, and more. But nothing moves the needle like taxes, and how to avoid them. Listen as David McKnight, Best Selling Author of “The Power of Zero Percent” shares how to tap into this powerful planning opportunity.
David McKnight’s specialty is helping clients avoid paying taxes. He runs bootcamps, speaks at conferences, and is the mastermind behind popular retirement workshop The Power of Zero. He also has an Amazon bestseller in The Power of Zero: How to Get to the 0% Tax Bracket and Transform Your Retirement, and trains financial advisors around the country (and mentors some of them!) to use his tax-saving techniques.
Listen to the Full Episode:
What We Cover:
- Why tax risk is a major concern for investors
- How traditional planning strategies may be outdated
- The power of tax avoidance in your marketing techniques
- Convincing clients that taxes will go up in the future
- Strategies for staying off the IRS’ radar
- How to differentiate your offering from other advisors and specialists
- What tax free alternatives exist
Ideas Worth Sharing:When talking about higher taxes, you become a red canary in a yellow canary world. - David McKnight Click To Tweet
Resources for this Episode:
- David McKnight: Website | Facebook | LinkedIn
- The Power of Zero
- The Power of Zero: How to Get to the 0% Tax Bracket and Transform Your Retirement by David McKnight
- Want to connect with Automated Advisor for a free strategy call? Click here!