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Thursday, July 30th @ 12:00 PM EST
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David McKnight and RA Marketing have teamed up. We’ll show you how to:
Help your clients understand how popular financial gurus like Dave Ramsey and Suze Orman's one-size-fits-all financial strategies might not be right for them.
Explain to your clients why the simplified advice works well for new or struggling investors but falls short for more sophisticated, experienced investors who need detailed, math-based strategies.
Show your clients how there is a significant gap between the generic advice given by gurus and the advanced, proven financial strategies needed to maximize retirement savings.
This site is not a part of the Facebook website or Facebook Inc. Additionally, this site is NOT endorsed by Facebook in any way.
Neither Keith Cooper nor RA Marketing are not affiliated with or endorsed by the Social Security Administration or any government agency.
This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
FACEBOOK is a trademark of FACEBOOK, Inc.
How The Guru Gap aims to bridge the gap by offering more precise, math-driven financial principles to help investors ensure their retirement savings last.
Keith Cooper
VP Business Development
Keith Cooper is the VP of Business Development—otherwise known as the Head of Discombobulation—at RA Marketing. He has over 2 decades of marketing experience in the financial services industry and has overseen thousands of campaigns across multiple mediums, from digital marketing to radio to print.
If he’s not in the office cranking out another campaign, you might spot him wake surfing at Lake Powell with his family or at the gym trying to out lift people half his age.
He has been married for 26 years, has 5 daughters, and has recently become a “Grandsire” with his first grandson.
ABOUT THE GURU GAP
In America, we love financial gurus like Dave Ramsey and Suze Orman, whose simple, paint-by-number advice has helped millions eliminate debt. But while their tips work for beginners, they often fall short for savvy investors who need more than broad strokes to secure lasting retirement savings.
The "Guru Gap" is the difference between the generic advice gurus offer and the math-based strategies needed for long-term financial success. This book aims to close that gap, helping investors maximize their retirement savings with proven principles, not just quick fixes.
Join Us for the RA Marketing Summer Summit!
On Thursday, July 30th @ 12:00 PM Eastern, we're hosting a special 90 minute webinar exclusively for financial advisors and insurance agents.
Meet Your Host
Want To Learn More About RA?
Learn the behavioral science behind compelling seminar and webinar titles.
What You'll Learn at the RA Marketing Summer Summit:
Creating Topics That Pack the Room
Digital vs. Direct Mail
Compare the strengths and weaknesses of each channel—and how to blend them for maximum impact.
Dinner vs. Educational Workshops
Which format delivers more ROI, better prospects, and stronger conversions?
Solving the "Plate-Licker" Problem
Discover how to turn the "free-meal mafia" into qualified appointments—or avoid them altogether.
You will walk away with actionable insights to implement in your marketing immediately. See you there!
Firing on all Cylinders
From the first touch through setting appointments at your events - how to execute
Partnering with a Non-profit
Not only does marketing under a non-profit reduce costs, it also increases response rates
Fall Promotion Preview
We’ll unveil a limited-time Fall bonus offer designed to help you finish the rest of the year strong
Limited Space – Act Fast!
Only 500 spots, register now!
