Posts by Corysswain

There is this really cool town where you can still buy a 3 bedroom house in a family friendly neighborhood for $150,000 and work for the #1 Financial Marketing company for Financial Advisors… It’s Topeka Kansas – Check it out! Just sayin. I digress… People are getting out there, live events are up! Time to…

Do you feel that? I know you feel it… Uncertainty… and It’s getting worse.   As we’ve talked about before, markets are good with the bad and good with the good, but what they really don’t like is uncertainty…neither do investors! It’s showing because Advisors Excel advisors have had one of the largest months in…

Heyo! Attending the Journey this week, I can’t wait to hear the action items from you all on what you are planning to implement from this spring’s speakers! If you missed it, the videos will be up on iAdvisor in a few weeks but the digital downloads are ready here. I’ve had multiple conversations this…

With the February jobs report coming out solidifying the Fed’s plan to raise rates, have you been talking to your clients about their bond portfolios? IF NOT: use this email shared by one of our advisors that he was able to fill his week long calendar with 22 appointments with his current clients wanting to…

Last week we ran through the details on what the Ukraine invasion means to your clients, I’d like to follow up with a few resources you can use and share with your clients and prospects from our Advisors Excel Team. Email from the Snappy Kraken team “Ukraine, What’s Next” Whitepaper from Fidelity – What does…

All eyes right now are on the Russia, Ukraine conflict. What do 2 countries on the other side of the world have to do with us, your clients, and their retirements? … A lot more than I realized. I’m not a current affairs expert so I’ll cite a few articles if you’d like to dig…

This week I was fortunate enough to attend the Transformation Sales Teams with BOSS Retirement,  Rory Vaden and 50 AE offices that are looking to scale their business as well. It was an incredible training and if you missed it, check out the resources already up on iAdvisor HERE! (Recordings will be up in a…

There has been a lot going on in the market this week so I thought I’d share a few articles you can bring into to your conversations. Specifically I focused on the traditional 60/40 portfolio, which I know most of you structure the “40%” much differently than what these articles are speaking to, but most…

Markets are wrapping up another roller coaster week. Time for a good reminder that Security is a “feeling” not a number!   Volatility in the market is one of the best indicators of how well of a job you are doing for your clients. A lot of calls during the down times shows the plans…