Want to triple your income?
RBG Concepts is a presentation and sales process software that shows a client how his/her portfolio is allocated among at-risk, principal-protected, and tax-free money. RGB Concepts ® is already changing how financial advisors, planners, and insurance agents better serve their prospects and clients by increasing their wealth exponentially.
get started with red blue green
The simplest software in the industry is increasing financial professionals’ production by 50%
Have you ever had a prospect come into your office after losing money with another advisor saying something like, “I told that other advisor I didn’t want a lot of risk and I just lost ___% in the market!”? Curt believes this is not the result of an advisor who is ignorant or doesn’t care about the client; instead, it’s an issue of the advisor not properly diversifying the client’s portfolio.
Stand out from your competition by helping clients get what they actually wanted - not just selling them a particular product.
Increasing Production by 50%
Rarely does an advisor intend to lose their client any money, typically it is the result of improper diversification of the client’s portfolio. With RBG Concepts ® you will have an extra advantage that takes the guesswork out of asset allocation backed by cutting-edge, industry-leading technology.
Why RBG works
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Plan Over Product Mindset
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Builds Relationships
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Creates Credibility
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Decreases Skepticism
What is RedBlueGreen?
RBG Concepts ® is a user-friendly tool that displays the proper allocation of your client’s assets based on cutting-edge software. The developer, Curt Whipple, increased his sales by 10x per year using this tool.
The RBG Process
After taking your fact-finder, simply input the prospect’s financial information into the software. The output will then show his or her future sources of retirement income.
Stand out from your competition by helping clients get what they actually wanted - not just selling them a particular product.
Increasing Production by 50%
Rarely does an advisor intend to lose their client any money, typically it is the result of improper diversification of the client’s portfolio. With RBG Concepts ® you will have an extra advantage that takes the guesswork out of asset allocation backed by cutting-edge, industry-leading technology.