Seminar and sales
Comprehensive Seminar Video Course
- 15 value-packed video trainings
- Full-length live tax seminar presentation
- Director's-Cut: Behind the scenes of the perfect seminar
- Deep-dive training on David's 5 core tax strategies
- Appointment Setting 101: The proven process to book 80%+
- Access to the exact handouts, collateral, and sources to use at your Steep tax seminars
- Turnkey PowerPoint presentation to use with your Steep tax campaigns
- Plus much more!
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Industry-leading Advisor David Brooks shares his tax-first approach to presenting seminars, setting appointments, selling, and more as Steep’s Tax Content Partner.
With $100M+ in annual production, David Brooks is an influential voice in the thriving world of tax-first financial planning. The creator of Retirement Report Card tax software teach you the battle-tested principles for effective and educational tax seminars as Steep’s Tax Content Partner. Learn the tactics for attracting affluent prospects in any environment – at educational workshops or dinner seminars – and get the tools for setting appointments, differentiating your practice, and closing bigger cases with impactful tax planning.
FREE Masterclass with every Steep Tax Campaign!
FREE Masterclass with every Steep Tax Campaign!
masterclass series
taught by elite advisors
Tax-First Sales and Seminar Process
$100,000,000 Closing Techniques
OR PURCHASE DIRECT FOR $5,000
THIS COURSE INCLUDES:
The Content Partnership program typifies who Steep is at our core – your partner.
