Posts by Corysswain

Marketing is picking up and momentum is building. Refinance opportunities are still in play, and we’re heading into the two biggest months of the year for new sales—August and September. If you want to finish the year strong, now’s the time to push! This week’s Quick Hits are all about understanding retirees, communicating value, timely…

The summer slowdown isn’t just a calendar thing — it’s a mindset. Right now, pre-retirees are feeling the weight of market uncertainty, confusing headlines about AI, and rising costs that just won’t quit. Tariffs, inflation, and another “will they or won’t they” from the Fed are all shaking consumer confidence — and it’s making prospects…

The advisors winning in this market aren’t louder—they’re clearer. Clarity creates confidence. In your message. In your meetings. In your mission. If you’re still trying to be all things to all people, you’re not just wasting time—you’re diluting trust. This is the season to simplify.To sharpen.To cut the noise and double down on what actually…

Markets are shaky. Headlines are louder than ever. From riots and protests to AI disruptions and global unrest, it’s been a volatile stretch—and clients feel it. In uncertain times, people don’t just need financial advice. They need leadership. As an advisor, your role isn’t just about charts and allocations. It’s about clarity, calm, and consistent…

Last weekend, I jumped off a boat into 55-degree water to start the Escape from Alcatraz triathlon. The swim was brutal, the bike climbs relentless, and the sand ladder at mile 5 felt like punishment. But at the finish line—cold, muddy, and exhausted—my wife and kids were waiting. Smiles. High fives. A reminder that the…

“What is the opportunity cost of the people who no show or cancel first appointments?” This was a question asked in a recent AE Exchange event and it’s a powerful one. If that opportunity cost is more than hiring someone to call all those leads…sounds like you need to hire someone! Easy math… Here are…

Progress Requires Presence. Between market swings, new retiree rules, and scaling pressures, it’s easy to default to tactics. But the best advisors, leaders, and marketers stay present—with clients, teams, and strategy. Whether it’s showing up with clarity in volatile times, simplifying your messaging, or following up on small wins—progress comes from staying engaged. Here are…

New Puppy, Same Lessons We just brought home a French Bulldog puppy…I know, I know. 4 Kids, fast moving job, running a team, already have a dog, etc. etc. but YOLO! I’ve always wanted this specific dog and he showed up in Topeka and I couldn’t say no! Anyway… like any leader, I’m learning fast.…

ROI vs. Speed of ROI Not all ROI is created equal. Digital marketing might deliver a higher return over time, but funnels like seminars offer a faster return. If you’re chasing 2025 growth goals, don’t just ask “What’s the ROI?”—ask “How fast does it hit?” Use both, but know when you need speed. Quick Hits:…

With the unprecedented volatility the time to shine as an advisor is now!! We need to be marketing like crazy! Here’s 3 Proactive Ways to Engage and Connect with Prospects & Clients Waiting is not a strategy – action is!  Here are your Quick Hits: 7 Financial Terms Advisors Often Misunderstand How to Make 267%—or…