What?!
I get asked this question a lot… “Do I continue to market during the holiday season?”
My Answer every time: “The top advisors NEVER take the holiday months off of marketing, while most other advisors stop. The top always ZIG when everyone else is ZAGGING.”
2020 is a great year to ZAG!
Here are your quick hits:
Our Final Journey of 2020!
o As we wrap up the third and final session of our virtual event, we’re excited to bring you a new lineup of speakers who will continue Advisors Excel’s tradition of sharing best practices and transformational ideas to help advisors learn and grow.
JP Morgan Cuts 60/40 Outlook
o It’s taken them a while, but the bigger names are starting to see the light!
o Time to lock up the gains and guarantee the premium.
Landmark study finds number of protected Households rises
o “This is the first profile and segmentation of consumers planning for retirement that I’ve ever seen that really incorporates protected income in a meaningful way and should definitely help provide a behavioral and emotional roadmap to understanding and resolving the tension that exists in how Americans approach retirement.”
o I love Carl Richard’s sketches.
o Great tools to use to help explain complex financial and real world concepts in a simple drawing.
o You can see a lot more on his site here
Do advisors get clients from social media? – FULL STUDY
o “Continuing the trend we saw at the end of 2019, 89% of advisors told us that during their tenure as advisors they have gained new clients attributable to their social media activity.”
o “94% of advisors seeing success use direct messaging capabilities on social platforms.”
Mask Mandates and closures in all 50 States – NY Times
· Will Joe Biden Raise Your Taxes? – Kiplinger
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Evergreen Articles to use in your drip process
All these articles are written by PRO-FIA advisors who have similar planning styles to you. Most on topics that I’m sure you cover in your sales process.
Another advisor asked me for these, so I figured you all could use them too!
· Once You Create a Living Trust, Don’t Forget to Fund It
· Know What You’re Getting – and Giving Up – With an Annuity Income Rider
· Waiting to file for social security benefits is hard but payoff is sweet
· Don’t Let Low-Interest-Rate Fatigue Push You into Taking Too Much Risk
· You’ve Been Forced into Early Retirement – Now What?
· 3 Reasons to Wait Until 70 to Claim Social Security Benefits
· Don’t Be Paralyzed by Uncertainty
· Does a 40% Bond Allocation Make Sense in Today’s Portfolios?
