Home
Grow Your Financial Services Business The Smart Way…
With Family Tree Asset Positioning
Made your decision?
Let's chat over coffee, book your free consultation to get started now:
Asset Positioning Service LLC, owned by Randall Baxter, has opened up an exciting new opportunity to serve my clients through Estate Planning. Providing this service to my clients helps them be prepared for unexpected life crises by helping them have in place the necessary end of life documents, such as a Living Will, POA for health and finances and a Revocable Trust, to protect them and their loved ones. The Trust especially protects them from the nightmare and costs of Probate Court.
Randall Baxter’s training and tools has been exceptional, providing scripts and approach to be successful advising clients the benefits when implementing a Revocable Living Trust. The funding process opens the door to all of your clients assets, allowing you to properly advise on how to protect your client from potential income cliffs and income gaps during retirement years. I highly recommend his training to make you a better financial advisor.
The online training and ebooks provided to me prepared me for the actual selling experience and helped me to understand what a suspect is and how to turn them into a prospect and once a prospect how to have them become my advocate. The more I have learned about trusts the more I understand why everyone needs one. I am glad I found Randall and took his training!
I have been working with Randy Baxter for many years. Over that time period I have had great success implementing his marketing and sales techniques into my financial services practice. Randy's coaching style is straightforward and effective. All participants in Randy's program will learn proven methods that will enhance their prospecting and closing efforts immediately.
 |
My mission is to help you take your insurance business, your AUM, CPA practice, law practice, or even your real estate practice into the world of estate planning so you can take the next natural step into the proper funding of the estate plans you help people design for themselves and their families. Thirty-seven years of experience has placed me in a position to help you with wealth accumulation, preservation, and distribution. |
As a financial service professional, you have a lot on your plate…
- Finding prospects…
- booking appointments…
- staying up to date with all the changes in financial code…
- identifying the right products and services to offer your clients…
… and that’s all before you can even make a sale!
So why add “learn how to sell the products and services” to the list of things you need to do beforehand?
Other Estate Planning Software Programs give you the bare bones: the software program.
But with Family Tree Asset Positioning, you get much, much more. Unlike other offers, FTAP gives you the ability and opportunity to grow from a single service provider into a full-fledged agency, with your own estate planners supporting your business growth and revenue.
Whether you purchase the software license or not, FTAP gives you access to our 30-day Software training program, including:
- A copy of our Fast-Track training eBook
- My own Sales training videos
- Coaching from a mentor who has not only been where you are, but has successfully trained other financial professionals just like you.
Don’t put your hard-earned time and money into a halfway-there software program.
FTAP is the ONLY estate planning software program that teaches you how to successfully sell Family Estate Planning Services to new and existing customers.
Learn more about the FTAP Signature Program
What is Estate Planning, and Why Do You Want To Offer It?
Enter your name, phone and email below for your free copy of Leaving a Legacy to discover how estate planning can help you serve two thirds of the American population.
Have questions? No problem.
Click the button below to schedule a complimentary call at your convenience.
