Posts by Corysswain

Wow… This week has been so tense you could’ve cut it with a spoon! (Robinhood reference anyone?) Midterms rollercoaster is just about over. One of the largest Crypto Brokers goes bankrupt and the celebrities who endorsed it are being sued calling it a “Ponzi Scheme” There is a massive tech layoff happening 11,000 Employees from…

    There is nothing worse than feeling like you’ve been baited and switched… Most of us don’t ever mean to bait and switch someone but we do it unknowingly. We do it by not having extremely buttoned up processes. We do it by not being almost perfect after the sale is made. You aren’t…

    To the best advisors in the US – dare I say the world!? Today I’ve got the same story different verse: Stocks continue to fall Interest rates on the rise Increasing Inflation that is hitting homes every day Does anyone else hear excuses a lot these days? I have 4 young kids and…

    Somehow I missed it and I’m late to the party here, but apparently as of the 2019 census Millennials are the largest generation. Not sure if you all knew this, but it was news to me. I know millennials get a bad rap by business owners and employers alike, but this also makes…

Good Afternoon, AE Partners! As of this past week, the S&P 500 has surrendered nearly half of the gains since March of 2020 bottom… What a ride right?! Not exactly the ride you want to be taking when you are in the retirement red zone. Once again the Consumer inflation has hit another 4 decade…

Everyone wants to be able to see the future, right? It’s a big reason I started these quick hits, was to give you up to date, relevant to our industry, trends that may show you what to expect with your prospects and clients and nuggets you can market with. When does wanting to know the…

In true Advisors Excel fashion, I am going to use what is already working for Today’s Quick Hit intro from The Morning Brew – it was too good not to. Good morning. Are we about to enter an economic crisis? Could be. But don’t look at unemployment, interest rate hikes, or the housing market for…

One thing I am learning during this bear market is we have all the tools to help economies grow. The markets can shift, companies can be creative and adapt, governments can print money and give it away to make sure it doesn’t free dive, BUT we only have one tool to fight inflation… It hurts…

Today we wrap up the Advisors Excel Journey Event in Dallas which ended up being our best attended Journey EVER! AE advisors also had their biggest month in AE history! It is becoming crystal clear that retirees are looking for the custom, independent, and retirement focused help from advisors like you. Thank you for all…

Over the last few years we’ve gotten used to change (or maybe at least better at it) and now that we actually need and want some change it feels like we are in a revolving door. Here is what I mean: Inflation is still at an all time high (10th month above 6%) The Fed…