Posts by Corysswain

I’m sure I’m preaching to the choir here… Dips in the market create worry for most investors. Worried investors tend to act with an intelligent mindset. Downturns in the 15-20% range create more anxious investors and anxious investors tend to freeze up and rely on hope instead of logic.   Some of your prospects and…

Anyone else FEEL like things are worse than the S&P only being down 16%? Make sure to check out the “It feels worse” article that will help explain how these indices work and what stocks are keeping things afloat. Regardless of what the numbers are doing, your clients and prospects absolutely feel worse than what…

When things get volatile, people look for answers…usually in the wrong places. Why is it that the media blames random things like the employment report causing market wide sell offs? Call me naïve, but what common investor looks at the employment report and says – “that doesn’t look good, I’m going to sell my vanguard…

Nothing can distract the American public from Skyrocketing inflation, possible world war, US economy is shrinking, 80 Billion dollars was hacked from the government… …WAIT! Elon Musk is buying Twitter?! No way!? Anyone else feel like a puppet on a string? Your prospective clients do.   I digress. One of our top advisors said this…

I hope everyone had an excellent Easter last week! There is a lot of positive moves in the FIA space these days…rates are increasing every day. Make sure to call our team for an update on product to make sure you are selling the best that’s out there for your clients! On the flip side…

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…