Create Your Own Mega Team of Self Directed IRA Professionals
In this segment you will learn how to assemble the proper team of professionals who will support you and your IRA investor clients. You will understand what type of knowledgeable partners your team should consist of and why.
It is not uncommon to have misinformed trusted advisors like Financial Planners, CPAs and Attorneys, who may confuse your clients and misguide them about Self-Directed IRAs. In this video you will also learn how to prepare your clients for the conversations they will likely have with these types of advisors. This will increase your credibility and ensure that they are not confused by the others lack of knowledge.