Steve Savant

Steve Savant

Scottsdale , AZ

Joined: January 28, 2005

Browse My Most Recent Blogs

March 26, 2015
How charitable planning strategies can reduce the tax bill due at death

March 25, 2015
How two key planning strategies can transfer huge amounts of wealth

March 24, 2015
How estate planning mistakes can destroy equity built over time

March 23, 2015
Why the biggest villain in estate planning is procrastination

March 19, 2015
How to get in front of CPAs and attorneys using the values trust strategy

March 18, 2015
How to use the estate directory as a tool in befriending prospects

March 17, 2015
How to use a tactical pressure test in the financial planning process

March 16, 2015
Client magnetizing tips for the non-tech-savvy advisor

March 13, 2015
How a long-term care analysis can jump-start a first interview

March 12, 2015
How small business planning can elevate your own business

March 11, 2015
How using a prepackaging retirement approach can prequalify prospects

March 10, 2015
Why college planning can endear your relationship to your clients

March 9, 2015
Why survivor needs can be a unique sales strategy for your practice

March 6, 2015
How to create productive referral relationships with CPAs and attorneys

March 5, 2015
How to turn referrals into introductions

March 4, 2015
How to approach clients for referrals without pushing or begging

March 3, 2015
How to create client engagement

March 2, 2015
What is your referral gap?

February 27, 2015
Why foreign nationals married to Americans can be a way to advertise

February 26, 2015
How learning multi-jurisdictions can enhance your business

February 25, 2015
Why foreign nationals generate such large cases

February 24, 2015
Why foreign nationals are seeking help from American advisors

February 23, 2015
Why the foreign national market could be the niche you’re looking for

February 13, 2015
Why a medical review is the crucial in a life insurance policy analysis

February 12, 2015
How the discovery process works in a life insurance portfolio analysis

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