New video Launched: How to Scale your Financial Advisory Business
4 questions you need to ask in order to scale effectively.
- Are you duplicatable?
- Who do you hire first – Sales Advisor or Service Advisor?
- Are you able to double your lead flow?
- Do you have the processes dialed in to hire and train more support staff?
Here are your Quick Hits:
Google Trends on Social Security are up!
- “social security ssi changes october” is the top trending search in the US relating to the Social Security Administration in the past week
- Search interest in “social security non-beneficiaries” rose +850% in the past month
- Florida is the top state searching social security in the past five years
- “Is social security taxable” is the top “is … taxable” question asked in the past month in the US
What 66 Economists Say About Where the Economy Is Headed, in Charts
- Anything that has the words “charts” and “economy” will get me every time. Charts are my new found love language.
A couple Life Hacks I’ve been using lately:
- Readwise.io
- I’ve been loving this app!
- It takes all the notes from the books I’ve read on my kindle and it sends me 5 a day to read through and decide if I want to keep or not.
- It’s been super helpful to re-read some important quotes that were impactful to me when I first read it.
- I’ve been using it to build my commonplace book/box
- https://www.removepaywall.com/– paywall blocker
- With every news and blog site wanting you to pay their monthly fee just to read 1 article, this has been super helpful!
- Perplexity.AI
- If you’ve been using ChatGPT to to type an email or write some content but feel like it doesn’t give you the best answer to a problem you are solving – you’ll love perplexity.
- When you give it the right prompts to solve an issue or build a case for something, it gives you a ton of resources and sites the sources too.
Which Airlines are the Least Delayed
- It feels like every time I fly I get delayed for one reason or another…looks like I need to fly Hawaiian more often!
