Sales Presentation Ammunition

Clients throw many punches during a sales presentation or portfolio review.  From decades of personal experience, we have tried to identify these blows and provide effective blocks or counter-punches.  The website is laced with them, but we thought we would dedicate this section to those that did not fix elsewhere at the website.  They include:
  • beating the index,
  • cost of your service,
  • investing paralysis and
  • the truth about certificates of deposit.

Subscriber-Only Access to the Following Research Reports:

Join Other Professionals – For $29/month or $295/year (2 months FREE) , - cancel anytime - you gain access to the entire library of over 600 research reports, studies, proofs, and other support documents intended to provide investment professionals a proven approach to mutual fund investing.  This powerful information will help you convert prospects into clients and solidify relationships with existing clients.

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“In terms of making a positive impact on my business, Jeff McTague’s philosophy and process is the single best presentation I have seen in my 22 years as a financial consultant.”

— JoLynn Free, First Vice President — RBC Wealth Management, Austin TX
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