The drama is over—for now.
Now it's your turn to calm clients and demonstrate leadership—sorely lacking elsewhere.
Because the cards quietly deliver what
is true and real about the coming year's tax brackets, thresholds,
limitations and exemptions. No scary CNBC analysts. No pitch
forks and torches. No exploding heads.
New Personal Branding, Instant
PDF Versions
and Year-Long PDF Updates
Get fingertip access to the brackets, thresholds, limitations
and exemptions that affect everyone: clients, prospects,
CPAs, attorneys and other professionals.
You asked for it. Now we're delivering
Key Financial
Data For 2013 Cards.
For several years, advisors have sought an easy way to
personally brand their hard-copy versions of our popular
annual Key Financial Data feature.
You've wanted to share it with everyone in your network
and put your own name on it, too.
After all, it's a fast, easy resource containing just
about every piece of key financial data one might need throughout
the next year or more (even 18 months for late filers).
So it's helpful to have this data nearby when you or
anyone has a question.
While it's impossible to memorize this data, having mastery
over important facts in this business always helps reinforce
your stature as an expert.
No more digging around on the shelves or searching on
the Internet for information like:
- Standard deduction & phase outs
- Personal exemptions
- Gift and estate tax
- Medicare
- Retirement plans
- Social Security
- Tax rate schedule
- Capital gains
- Education credits and deductions
- Health savings
- High Income Tax Payers
- Long-term care premiums
Great for Giving to CPAs, Tax Attorneys
and
Other Referral Sources
If you're looking to build your referral network among local
professionals in your community, here are two examples of
what advisors are doing with
Key Data:
Best Marketing Money Ever Spent
"I wanted to let you know that the cost of these from Horsesmouth
has been the best marketing money I could have ever spent.
I just received the copies that you printed for me, but
I also had a PDF version of it as soon as I bought them
online…
"I bought a laminating machine and the necessary plastic
pouches and started putting them together in my office.
(The machine & pouches bought on Amazon were incredibly
cheap!) If it's laminated, you can't lose it and they just
don't throw them away. It also gives it an expensive look,
which carries more credibility for me.
"I think so far I've given away close to 150 and I still
have the supply that you printed. I've been meeting with
every CPA, tax attorney, business broker, mortgage banker,
and anyone else I know that could refer me clients, and
asking them how many others in their firm could use this
"cheat sheet"?
"One CPA asked for 15, so everyone in his firm that is doing
taxes has my name, contact info, and photo close by them
at all times. One CPA I met with had a similar one from
2007 still in his drawer that I watched him throw away to replace
it with my new up to date piece.
"My comment to them is that they can count on getting them
from me every year going forward." — B.E. Carden, Brentwood,
TN
The Most "Marketing Mileage" Ever
"Having been in practice since 1986, when it comes to marketing,
I have tried lots of things. I do not think I have gotten
more mileage out of anything as much as I have out of Horsesmouth's
Key Financial Data card. I have lost count of the number
of unsolicited "Thank yous" and requests for more copies
from CPAs, attorneys and other centers of influence. And
now I have the ability to customize them with my contact
information and my professional photograph. It's good to
know that I am hiding under so many blotters on desks throughout
Raleigh, NC." — Bob Watral, CFP
®, Raleigh, NC
7 Reasons to Use Key Financial
Data For 2013 as Part of Your Client Communication Program
One common reason people hire a financial advisor is
that they need someone to follow the important issues they
can't or don't want to follow. That doesn't mean they don't
want to know that you're watching important things critical
to their portfolios.
Here are seven reasons to put
Key
Financial Data For 2013 into your client communication
program now:
- Because it's an impressive, easy-to-implement client
communication program, perfect for kicking off 2013.
- Because people expect their advisor to keep track
of the changes and wrinkles in government rules and
regulations that impact their personal bottom-line.
(You build trust and demonstrate mastery when you regularly
communicate with people around key financial data issues.)
- Because it demonstrates your commitment to being
a client-centered advisor by letting them know you're
watching what's going on in government and how it affects
their portfolio.
- Because it inspires confidence. Even if clients
don't pore over every table of Key Financial Data, simply
receiving it from you reinforces your image as an informed,
organized professional.
- Because it shows you appreciate your clients. When
you take the time to personalize your Key Financial
Data cards and send them out to your clients, it also
shows your clients that you're keeping them informed
and that you appreciate having the chance to work with
them.
- Because it shows you're committed to being a "can-do,
results-oriented" advisor. You don't let changes in
government rules and regulations just happen and let
your clients' CPAs deal with them later. You're on the
case.
- Because it shows your clients that achieving financial
security and prosperity includes you watching things
like
Key Financial Data and thinking through how these
rules and regs present new opportunities and solutions.
Order Your Branded Key Financial Data
For 2013 Cards
(Get Unlimited Free PDF Updates
Throughout 2013)
Advisors tell us that they love having the
Key Financial
Data Cards to share with clients, prospects
and colleagues.
It gives them a concrete reason to have a professional
exchange with people. (Those build trust.)
So now, we're offering
Key
Financial Data For 2013 branded with your name and contact
information.
When you include
Key
Financial Data For 2013 as part of your annual client
communication program, you get three great features for
just $197:
Your own, branded (PDF) version of
Key
Financial Data For 2013. When you complete the simple
personalization process and place your order, you can instantly
download your
Key
Financial Data For 2013 PDF and share with clients.
Send them a note telling them you're keeping a close
watch on the data, that it's likely to change, and you'll
have updates for them later in the year. It's a simple,
meaningful way to contact clients in the new year.
Your own HARD COPY version (sold in sets of 100 cards)
that are delivered to you for easy distribution
to your clients in 2013. It's a great, inexpensive hand-out
for clients, prospects and strategic allies. Present it
in meetings or drop it in the mail with a post-it note saying
the data may change and you'll update them by email when
it does.
SPECIAL
BONUS ALERT: Unlimited PDF updates throughout 2013.
It's hard to say how the politics around
Key Financial Data will play out this year.
But if and when changes are made later in 2013, we'll immediately
update the
Key
Financial Data For 2013 PDF version. You'll then be able
to send to your clients a link to your branded, updated
version.
See a Sample of a Branded Key
Financial Data For 2013 Card—Click Image Below
Your Clients and Prospects Will
Be Impressed By Your Attentiveness to Key Changes to Key
Data
When you pass along a
Key Financial Data For 2013 Card to
clients, prospects and allies, there's no easier and simpler
way to remind people of your commitment, expertise and professionalism.
So make
Key
Financial Data 2013 part of your marketing efforts for
next year. It's a sound investment in the data that you
need to help clients succeed.
Order Your Key Financial Data
For 2013 Cards Today!
For less than 54 cents a day you can have the
Key Financial Data For 2013 Cards
work for you.
Remember, here's what you get for $197:
Branded PDF for instant use with clients
and prospects starting right now. REMEMBER: The data will
likely change. This client communication program is all
about you keeping in touch and letting them know you're
on the case as events and facts change—which they will!
100 Branded, Hard Copies (Printed) of
Key
Financial Data For 2013 that you can send in the mail,
hand out in person and include in any other client or marketing
campaigns. The branded, coated, 8 x 11 Key Financial Data
card is the type of client handout that reinforces your
reputation as a client-centered, forward-thinking advisor.
SPECIAL ALERT: Unlimited PDF Updates
throughout the year. We'll send you an email alerting you
to new updates to the PDF version of
Key
Financial Data For 2013. And we'll explain the changes
and tell you how best to communicate them to your clients.
So go ahead now and take your first, easy step to including
Key
Financial Data For 2013 as part of your client communication
program throughout the year.