Oct 31 • Tools and Resources
KAIZEN Weekly Sales Webinar at 11am
Register to attend: https://register.gotowebinar.com/register/1338330402362571353
💼 Kaizen & Position Like a Pro: How to Win High-Income Clients with Kai-Zen
Hosted by: Dave Clark
🗓 Friday, October 31, 2025
🕚 11:00 AM – 12:00 PM CDT
Discover how elite financial professionals attract, serve, and retain high-income clients using the Kai-Zen strategy — a powerful leverage tool designed for those earning too much to qualify for traditional retirement plans.
In this exclusive training, Dave Clark will show you how to position yourself as a pro by combining structure, strategy, and storytelling. Learn how to:
Identify your ideal high-net-worth prospect
Communicate the value of Kai-Zen with clarity and confidence
Build trust through education, not persuasion
Use leverage and tax advantages to create next-level client outcomes
Whether you’re new to advanced planning or looking to scale your production, this session will help you elevate your credibility, close larger cases, and confidently guide affluent clients toward financial freedom.
Seats are limited — secure your spot now and learn how to win high-income clients with Kai-Zen!
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KAIZEN Weekly Sales Webinar at 11am
