With the February jobs report coming out solidifying the Fed’s plan to raise rates, have you been talking to your clients about their bond portfolios?

IF NOT: use this email shared by one of our advisors that he was able to fill his week long calendar with 22 appointments with his current clients wanting to reposition their Bonds into annuities!

Have a great week!

Here are your Quick Hits:

Eight Powerful Examples Of Women In Leadership (And What We Can All Learn From Them)

• 8 great points and examples from Top women leaders in our country.
• “Being a role model for your team when experiencing difficult situations is a powerful example of women leadership. Professionals look to their leaders to set the culture on how to react to hard times, unhappy customers and internal misalignment. Coaching by showing while acknowledging the challenge directly is a skill that is practiced and critical in today’s turbulent economy.” – Emilia D’Anzica, Growth Molecules

Hope is not an investment Strategy

The Impact Of New IRS Proposed Regulations On The SECURE Act: RMDs, Eligible Designated Beneficiaries, Trusts, And More!

• Very technical article on how the SECURE act may impact your clients. Very well laid out and explained. More for your consumption and not for sending to clients.
• “Ultimately, the key point is that the IRS’s recent Proposed Regulations provide important insight and clarity on several aspects of the SECURE Act, of particular relevance to certain Non-Eligible Designated Beneficiaries and those with trusts. And while the Proposed Regulations can still be amended before they are finalized, taxpayers (and their advisors) can start preparing themselves now for how their individual situations might be affected!”

#1 Shared Article on all Social Platforms in 2021 – There’s a Name for the Blah You’re Feeling: It’s Called Languishing

• The article is enlightening to me, and it helped me make so much sense about the last couple years. It is also helping me make sense of what is happening now…in a good way! – So, I thought I’d share it with you today.
• In short, the article is talking about this middle ground between being fired up and burnt out, called “Languishing.” A lot of us played in this languishing arena this past year. We couldn’t market like we used to, our closing percentages down, prospects were afraid to do really anything, it was also hard to keep or hire staff. Any of these sound familiar?
• These reasons were keeping our business at the “Meh,” languishing level.
• The GREAT news is, after having a lot more calls and being able to see a lot of you face to face, I’m hearing we are making progress and starting to get out of this “Meh”! Since I know you are a numbers person…Our marketing vendor partners are all seeing at least a 3x increase of campaigns and events from November of last year!