March 22nd, 2020

What Does it Mean When Your Clients Go Quiet

Now more than ever, your clients need to hear from you. Don’t let them go quiet. Reach out let them know you’re dedicated to their financial futures.

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March 8th, 2020

Think Like a Navy Seal

Don’t discount hard work, determination and practice. A repetitive marketing strategy will be essential to meeting the needs of increasing numbers of clients in the next five years.

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March 1st, 2020

How to Duplicate Your Best Clients

Success in marketing starts with a focus on the prospective client and their problem, not with our solution. Look closely at why your top clients chose you. Then create a marketing message that attracts the right prospects.

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February 23rd, 2020

Eliminating Squirrel Mentality

Don’t be the dog that spots a squirrel in the neighborhood and chases after it until he gets tired. Focus on both the Pension Protection Act and The SECURE Act as a cohesive pair.

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February 16th, 2020

Generational Planning, Creativity and The SECURE Act

In every industry, professionals look to thought leaders and seasoned veterans to help them understand how to succeed. The SECURE Act forces us to look at alternatives that our mentors and parents never had to contend with when transferring assets to the next generation through our spouses.

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February 9th, 2020

3 Questions For Success Under the SECURE Act

It’s ironic, isn’t it? As individuals, most planners hate change. Yet we work in an industry notorious for it. And make no mistake—the SECURE Act has changed the game. But, despite the changes it’s brought, success is still possible. We just need to be more purposeful in our planning, and more diligent in our conversationsContinue reading →

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