Business Builders
Build your business with specific BRT reports and goals-based analysis. Each month we share tips on how to prospect more effectively, develop clients more efficiently and mine your business for new opportunities using BRT. If you missed our Business Builder webinars the first time around, below you can find samples of our on-demand webcasts and related resources. Select the topic you wish to learn more about.
It (BRT) absolutely helps close sales and provides background information as collateral to a sales presentation.
— Mark Finke, CFP®
Pay Yourself First
Companies are beginning to stop contributions to retirement plans. Consumers are
left to survive on their own savings. But are they saving in a systematic way? Access
our new ”Pay Yourself First“ calculator to get clients started on the
path of saving each month and only spending what's left over.
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Business Events Checklist
With over eight million small business owners in the U.S.*, the business market
provides ample opportunity for you to expand your practice by assisting them with
a variety of financial needs. Breaking ground in this area of your practice, or
even building this niche, is easier than you think with the ”Business Events
Checklist.“
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College Funding
With college fees increasing at a rate that exceeds the general inflation rate,
it is important that your clients prepare as early as possible for the education
of a loved one. BRT’s "College Funding Summary" can help clients
identify the fees associated with college funding and how they can ensure they have
enough money saved when the time comes.
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Roth IRA Conversions
A slowed economy can make saving money more challenging than in years past. So,
how can you help clients save money despite economic times? Roth IRAs are one of
the best ways for your clients to save money tax deferred. Motivate clients to action
with the ”Roth IRA Conversion“ calculator.
Learn More