Marc Rogers of Producers Prospect is joined by another “Mega Producer” in his orbit. Robert Binkele of the Estate Planning Team deals with high net worth clients and gives you, the advisor, some insight into the Deferred Sales Trust™.

Three Decades of Financial Services Experience

We start by asking Robert about his 30 years of history in the financial services industry and how it’s changed over three decades. After playing football for the Utah Utes and San Francisco 49ers, he’s worked with many different types of investments. And he was ahead of his time in moving parts of the business over from commission-based to fee-based. Diversify for your clients, differentiate yourself from other advisors, and be passionate about your work.

Introducing the Deferred Sales Trust™

Advisors spend tons of money on advertising and marketing. Robert talks about figuring out how to market yourself, and the importance of being a good public speaker – or working with someone who is while you build up your skill set. It also helps when you have a great product. And that brings us to what Robert and the Estate Planning Team built – the Deferred Sales Trust™, a strategy to defer capital gains tax on the sale of highly appreciated property.

Marc and Jag ask Robert how he explains what he does, to someone at a cocktail party. After walking through that, he also talks about targeting commercial real estate agents, business brokers, CPAs, and attorneys, and how to get them working for you.

To learn more about what Robert and the Estate Planning Team do, you can visit his website ate https://www.myept.com/