Posts by Corysswain

“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…

Volatility Tests Vision Markets may be up, down, or sideways—but leadership doesn’t get to flinch. In times of uncertainty, the best advisors stay focused, communicate clearly, and double down on what drives value. Whether it’s refining your message, leveling up your team, or testing scalable strategies—great leadership shines when things get choppy. Here are this…

Spring Forward: Time to Test and Optimize Daylight saving time kicked in — an extra hour of daylight, a fresh chance to reset, test, and refine. Whether it’s a new marketing campaign, a referral strategy, or simply increasing client activity, now’s the time to take action and measure results. Don’t wait until Q2 to realize…

Stay in the Game! If you’re not talking to retirees about their future right now, someone else is. With markets all over the place and inflation still on people’s minds, retirees and pre-retirees are looking for answers. Some are getting bad advice, some are frozen in indecision, and others just don’t know who to trust.…

Double Down to Double Up! If you’re waiting to see how things shake out with your marketing, you’re already behind. Last year, many advisors coasted on revenue from existing clients, but this year demands a different approach. The best firms aren’t waiting to react—they’re aggressively testing, tweaking, and scaling what works. Staying visible and engaged…

Don’t mess around this year… If numbers are trending down with your marketing…decide now to tweak and change some things up. Don’t wait to “see how it plays out.” Last year with a lot of revenue coming from current clients we had buffer time to do that. This year we need to be active and…