Quick Hits: Disappointing Advisors | Sales Team Training | Fastest Growing Sport

February 23, 2024

Sales people will always resort back to their training. If you aren’t training them, who is?

Here are your Quick Hits:

I’m Disappointed With My Financial Advisor. What Next?

Powerful piece that starts with a good question from one of your prospects…“I am 71 years old and in retirement. I have had the same advisory firm for 15 years. I am not getting advice unless I reach out to the company and my returns are not meeting the benchmarks that the firm shares. When or how often should I explore other wealth-management firms?”
“The right advisor will welcome tough questions and be honest about whether they’re a good fit. But remember that a successful match depends on candid communication—when it comes to something as important as your retirement investments, you can never be too direct or too clear.”

I love some pickleball, but didn’t know I was late to the game! This piece gives a good overview of it’s rise to the top!
As an advisor, I’d be thinking of some pickle ball events you can be doing with your clients!
“It’s fair to say that the Super Bowl isn’t under threat as the jewel in corporate America’s sporting crown, but pickleball is increasingly big business. Manufacturers of pickleball equipment are selling hundreds of millions of dollars worth of paddles, shoes and apparel every year, while developers are eyeing up unused retail space, spending millions to convert them into prestige pickleball playing spaces around the country.”

This piece puts some eye opening points in context. Great piece to share with prospects and clients to hit home the need for planning.
“The last time Americans spent this much of their money on food, George H.W. Bush was in office, “Terminator 2: Judgment Day” was in theaters and C+C Music Factory was rocking the Billboard charts.”
“Although it is rare for food prices to retreat, it is also unusual for prices to skyrocket as much as they have in recent years.”