Become a Tax-Free Retirement Planning Expert
Become a Tax-Free Retirement Planning Expert!
Become a Tax-Free Retirement Planning Expert! →
A turnkey, flagship marketing strategy designed to put advisors in front of a consistent, predictable stream of new clients. Advisors teach a 6-hour, two-day workshop to pre-retirees ages 50 to 65 at a college or university campus near their office.
A professionally designed 8-page, 4-color mailer you can send out to 10,000 households within specific, locked-down territories.
2-volume set of University Workbooks
Video, audio and script of the Power of Zero flagship presentation
Scripts to all three Power of Zero follow up sales meetings
A comprehensive list of objections and responses
Access to the Power of Zero Learning Library™, and more!
Full access to a Power of Zero marketer who will assist with Road Maps and Before and After Comparisons.
We developed an optional add-on to the University Workshop that is designed to use the power of digital marketing to find qualified leads in your area. These prospects are shown a customized webcast presentation delivered by David McKnight, followed by an educational nurture campaign that prepares them to embrace the Power of Zero approach.
Trust is the name of the game. And it’s hard to gain a lot of trust in 45 minutes over a chicken dinner. In this approach, you teach a class for 6 hours over two nights at an institution of higher learning. This is a stress-free, low-pressure way to learn where attendees know they won’t be getting a “hard sell”. In this setting, students can relax, ask questions and warm up to you as an instructor.
Experts have long warned that taxes in the future are likely to be dramatically higher than they are today. If so, Americans have to dramatically change the way they approach their retirement. For that reason, this workshop has been built around the concepts in the best-selling book The Power of Zero. By the time your students finish the class, they’ll be looking to you as the authority on how to best prepare themselves for the impact of higher taxes. This workshop sets you apart from advisors who are mired down in the “tax-deferred” paradigm.
It’s wonderful to have a great presentation but if you don’t have the ability to show it to the right audience, you’re still unemployed. This program targets the right people: 50 to 65 year-old pre-retirees with at least $250,000 of investable assets who don’t have an advisor and are looking for advice on how to best prepare themselves for retirement. These are exactly the types of prospects that you’re looking for!
You want to present to people before the money moves—before they’ve made the decision on who’s going to manage their finances during retirement. This workshop puts you in a position to present to prospects before they make the critical decisions that will most impact their retirement years.
The Power of Zero package has been a turning point in my financial services career. Everything... from the design of the invitation, to the content of the workshop, to the excellent case design and appointment protocols... is logical, sophisticated, and persuasively presents a verifiably superior retirement strategy to the prospect. Adhering as closely as possible to the tested recommendations of David McKnight’s program, I have found myself in front of the caliber of prospect I had previously only hoped for, and dramatically improved my AUM, my life sales, and the size of my practice. I highly recommend the Power of Zero not just because it works, but because you will be acting in your role as trusted advisor at your highest level of integrity.
– Conrad Kunkel; GPS Financial Strategies, Chapel Hill, NCDavid McKnight has created an educational system that will set you apart from the competition and help you build your business in a powerful way. I say ‘educational system’ because to call it a ‘selling system’ would denigrate its value. The quality of prospects that come out of Dave’s process are unmatched in my career of trying myriad other marketing strategies with mixed success. I’m gathering more assets and selling more life insurance than ever. If you’d like to have more educated, loyal, high net worth clients, get Dave’s program and get to work!
– Jeff Kennedy; Kennedy Wealth Group, Quincy, IL
Perfected over a 10 year span, this system will revolutionize your marketing efforts and create prospecting predictability. Get a free copy of the book that lays out this strategy and why it can help transform your practice.
Get your copy of the digital version for free.
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David McKnight graduated from Brigham Young University with Honors in 1997. He has been featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters, Investor’s Business Daily, Kiplinger’s and numerous other national publications. David’s bestselling book The Power of Zero has sold over 400,000 copies and the updated and revised version was published by Penguin Random House in 2018. This book was recently made into a full-length documentary film entitled The Power of Zero: The Tax Train Is Coming. When his follow-up book Tax-Free Income for Life launched in November of 2020, it finished the week as the #3 most-sold business book in the world. When his most recent book The Guru Gap launched in December of 2024, it finished the week at #8 on the USA Today Bestseller list and was the top-selling business book in the world. He and his wife Felice have seven children.
