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You
may have noticed that it's a lot harder these days to get clients and
prospects to act on your financial and estate planning advice. There
are lots of reasons why, such as (1) Clients' and prospects' net worths
are down - - they may not have recovered their confidence since getting
pummeled by drops in the stock and real estate markets; (2) Income tax
rates have continued to stay reasonably low - - so they may not feel
they need to be concerned about tax-wise investing; (3) The estate tax
exemption is up - - so they may feel they don't need life insurance or
other gift or estate tax planning; and, (4) Many people may have decided
to become "do-it-yourselfers" - - with all of the free information and
tools available on the internet! A few super-successful advisors have
learned how to overcome all these "objections" and get clients and
prospects to potentially do more business NOW! Be one of those "in the
know", by nationally recognized financial advisor, Jeffrey A. Dunham, on
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