Marketing Yourself as a CRCS™
After going through the hard work to prep for the CRCS™ exam and passing it, advisors should proudly use the industry’s gold standard Roth IRA conversion designation to communicate to clients and potential clients why they should use a CRCS™ advisor to obtain conversion advice (and other advice).
One-Page Overview
CRCS™ advisors can use our one-page overview that explains the need for the CRCS™ designation and the benefits consumers will receive by working with a CRCS™ advisor. Click here to download that one-page overview for review.
Roth Sherpa™ is a marketing platform to help advisors further communicate the need to work with a qualified advisor who can take them through the difficult but important Roth IRA conversion journey. This platform is NOT offered by The Wealth Preservation Institute, but because we know marketing is important, we wanted to make advisors aware of its existence.
You Would Never Climb Mount Everest Without a Sherpa to Guide You
Don’t Face Roth Conversions Without a Roth Sherpa™
Personal Branding
Advisors who use the Roth Sherpa™ marketing platform get their own personal Avatar (one that looks like the advisor). The following is an example avatar that looks like Roccy DeFrancesco–Founder of The Wealth Preservation Institute. Notice the use of the CRCS™ designation.
