16d • Announcements 🚀
🍁 CANADIAN ADVISORS: Here's Strategies The Top 1% Are Using Right Now
We went to our highest-earning Canadian advisors and asked one question:
"What's the #1 tax strategy you're using to close business owners?"
This video is the answer.
46 minutes breaking down:
→ The Capital Dividend Account (CDA) — and why most CPAs don't touch it
→ IPPs, COLI, and RCAs explained in plain English
→ The "licensing gap" that gives YOU the advantage over accountants
→ Tax-free vs tax-deferred — the mistake costing clients hundreds of thousands
This isn't theory. This is what's actually working in the field right now.
We're even giving away the full 25-page PDF workbook — no opt-in, no email required.
Download it, use it with your clients, make it yours.
🇨🇦 If you're a Canadian advisor — watch this and drop your thoughts below. What would you add? What are YOU seeing work with business owners right now?
Let's make this thread valuable for everyone.
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🍁 CANADIAN ADVISORS: Here's Strategies The Top 1% Are Using Right Now
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