Episode 348: What Your Other Advisor Will Say

In this episode, we ask: Would you like to see videos? Do you have an existing advisor? Can Mark predict what they will say? What are the motivations beneath their comments? What is it hard for them to hear? Can the other professional build a knock off version? What is completely normal? What about fewer...

In this episode, we ask:

Would you like to see videos?
Do you have an existing advisor?
Can Mark predict what they will say?
What are the motivations beneath their comments?
What is it hard for them to hear?
Can the other professional build a knock off version?
What is completely normal?
What about fewer fees?
What about the loss of big commissions?
What is the motivation?
What process happens with a transfer form?
Do you have a similar product?
What are the fees?
What are the taxes?
Who knows how to build a Bank on Yourself® type whole life insurance policy correctly?
What about guarantees?
Can Mark sign a guarantee?
Would they be able to sign a guarantee?
What about the disclosures?
What about the market-based advisor?
Would you like to hear Episode 36?
What’s on the internet?
Where is that advice coming from?
Do they have your best interest at heart?
Are they obligated to consider your best interest?
What is the problem exactly?
Is their situation just like yours?
Does your kid have financial advice for you?
What about death benefit numbers?
How about a review?
What about the financial infotainers?
What is the misunderstanding?
What is the doubt?
What is the major flaw?
What about the crab bucket?
With whom do we work?
What is the good, the bad and the ugly?
What are the concerns?
What are the expenses?
What about your beliefs?
Who will be here for you?
What about insurer’s statistics and backing?
What about state’s sources?
What happened?
What questions do you need to ask your advisors? (Send your stories and answers to [email protected]!)

Have you ever lost your clients in the past? If so, how can I be guaranteed that you won’t lose my money in the future? Can you put that guarantee in writing?
Where do you think tax is going in the future, down or up? How will you protect me from (excess) taxation over my lifetime?
Can you know for certain what the market will do over the next 40 years, or even this year?
What can you do to help me grow my net worth and my business, if banks decide to reduce or takeaway my line of credit?
What are your fees? Do you promise to eliminate them completely when you lose my money in the market?
What are you doing to completely protect me from market downturns?
What are you doing to completely protect me from creditors if my business fails?
What is your plan for me when I bring on equity partners and eventually sell my business?

What would you like to discuss further?
Would you like to meet with Mark?