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The University Workshop

A turnkey, flagship marketing strategy designed to put advisors in front of a consistent, predictable stream of new clients. Advisors teach a 6-hour, two-day workshop to pre-retirees ages 50 to 65 at a college or university campus near their office.

What you get:

A professionally designed 8-page, 4-color mailer you can send out to 10,000 households within specific, locked-down territories.

2-volume set of University Workbooks

Video, audio and script of the Power of Zero flagship presentation

Scripts to all three Power of Zero follow up sales meetings

A comprehensive list of objections and responses

Access to the Power of Zero Learning Library™, and more!

Full access to a Power of Zero marketer who will assist with Road Maps and Before and After Comparisons.

Access to our virtual Evergreen Webcast System

We developed an optional add-on to the University Workshop that is designed to use the power of digital marketing to find qualified leads in your area. These prospects are shown a customized webcast presentation delivered by David McKnight, followed by an educational nurture campaign that prepares them to embrace the Power of Zero approach.

Ask about this option during your consultation!

Here’s Why the System Works

The Right Place

Trust is the name of the game. And it’s hard to gain a lot of trust in 45 minutes over a chicken dinner. In this approach, you teach a class for 6 hours over two nights at an institution of higher learning. This is a stress-free, low-pressure way to learn where attendees know they won’t be getting a “hard sell”. In this setting, students can relax, ask questions and warm up to you as an instructor.

The Right Message

Experts have long warned that taxes in the future are likely to be dramatically higher than they are today. If so, Americans have to dramatically change the way they approach their retirement. For that reason, this workshop has been built around the concepts in the best-selling book The Power of Zero. By the time your students finish the class, they’ll be looking to you as the authority on how to best prepare themselves for the impact of higher taxes. This workshop sets you apart from advisors who are mired down in the “tax-deferred” paradigm.

The Right People

It’s wonderful to have a great presentation but if you don’t have the ability to show it to the right audience, you’re still unemployed. This program targets the right people: 50 to 65 year-old pre-retirees with at least $250,000 of investable assets who don’t have an advisor and are looking for advice on how to best prepare themselves for retirement. These are exactly the types of prospects that you’re looking for!

The Right Time

You want to present to people before the money moves—before they’ve made the decision on who’s going to manage their finances during retirement. This workshop puts you in a position to present to prospects before they make the critical decisions that will most impact their retirement years.


Marketing Revolution

Perfected over a 10 year span, this system will revolutionize your marketing efforts and create prospecting predictability. Get a free copy of the book that lays out this strategy and why it can help transform your practice.

Get your copy of the digital version for free.

Click Here to Get the Book
There’s no better time than now to share the Power of Zero planning concepts given the current fiscal state of our country.
Join our program and start building your own Power of Zero practice today!

About David McKnight

David McKnight graduated from Brigham Young University with Honors in 1997. Over the past 20 years David has helped put thousands of Americans on the road to the zero percent tax bracket. He has been featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance,, Reuters, Investor’s Business Daily and numerous other national publications. David was a Focus Speaker at the worldwide annual meeting of MDRT in Toronto, Canada and is a multiple Top of the Table qualifier.

His bestselling book The Power of Zero has sold over 200,000 copies and the updated and revised version was published by Penguin Random House. When it was launched in September of 2018, it finished the week as the #2 most-sold business book in the world. In 2019 The Power of Zero was ranked as the #9 best financial resource in the country by Forbes Magazine. This book was recently made into a full-length documentary film, also entitled The Power of Zero. As the President of David McKnight & Company, he mentors hundreds of financial advisors from across the country who specialize in The Power of Zero retirement approach. He and his wife Felice have seven children.

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