Capital Transfers Create Wealth Transfers

This screen displays links to presentations on common wealth transfers areas. Clicking a button will cause the program to jump to the corresponding presentation.

Choose the area of most interest to your prospect.

Practical Application:  This screen allows you to show several different areas of wealth transfers.  You can click your mouse on any button (major wealth transfers) to open the related loop.  The Circle Talk is not designed to go into great detail but rather is designed to give your prospect an overview on how you can help them maximize their wealth accumulation while minimizing their wealth transfers.  They may want you to immediately help solve the transfer problems they have, but this is not the time to get into solutions.  You should wait until you have collected the data in the questionnaire before you start giving guidance.  What may be right for one client may be devastating for another client and there is no way to know an appropriate course of action without having all the facts.  

The flexibility of choice on this screen is a great asset.  It is not intended that you would take your prospect through each area where they may possibly be transferring their wealth.  You would want to pick an area or two of special interest to your prospect to give them an idea of what you can do for them and move on through the remainder of the Circle Talk.  After you have collected their financial data you will be better poised to know which of their financial issues need the most urgent attention.  Until you understand the thought process and thinking behind the client's earlier decisions, you are walking on shaky ground to try to give a solution at this time.

Of these major areas of wealth transfer, which seem to be the most concern to you?

Once your prospect answers, go directly to that loop and begin your discussion. It is important that you pick only one or two areas to show your prospect during this interview.  Pick the ones which interest them most and get back into the rest of the Circle Talk.

No math presented on this screen.