July 18th, 2021

Turning A-List Prospects into A-List Clients

Creating a repeatable message for your A-list clients is critical to becoming a High Performing Practice.

July 11th, 2021

13% of $60 Trillion Is Up for Grabs

When transferring wealth, some clients transfer advisors as well. Keep your clients, and attract new ones, by talking to beneficiaries when creating a legacy.

July 4th, 2021

How to Stay the (Financial) Course

When building a practice, it’s not enough to just choose a path. You need to stick to it and stay the course for your clients and your business.

June 27th, 2021

Your Message Matters: Words to Attract New Clients

A strong relationship with your clients matters now more than ever. Clear messaging can help you achieve it.

June 20th, 2021

Annuities: Friend or Foe?

Adding annuities to your portfolio is vital to success. Your clients are looking for guaranteed income, and annuities might just be the answer.

June 13th, 2021

Taking the Drag out of the Annuity Conversation

Find out why annuities might be the component you need to get your client’s retirement plan off the ground.

June 6th, 2021

New Life for Annuities

June is National Annuity Awareness Month, so let’s raise awareness! Today, I want to share different strategies for helping your clients benefits from adding annuities to their financial plan. And it starts with education. I’ll give you three reasons to educate your clients on the importance of annuities. 78% of Americans with annuities believe that …

New Life for Annuities Read More »

May 30th, 2021

How to Stay Motivated in a Difficult Business

Achieve a 20-Point Day Occasionally, most of us experience a lack of motivation. You might have distractions in your personal life. You might be discouraged by bad markets or low-interest rates. Or maybe you’re just burned out. Whatever the cause, when you’re just not feeling it, it’s hard to stay focused and do the things …

How to Stay Motivated in a Difficult Business Read More »