Posts by Corysswain
Quick Hits: Procrastinate | 7% Inflation | Richest Doubled During COVID |
Have I told you all how much I love what I do? I get to talk with the most elite advisors in our industry daily and get free advice and sometimes I share a little value back. A lot of conversations lately have been around “leadership” and developing that trait yourself or developing leaders on…
Read MoreQuick Hits: Buckle Up | Fails | Balanced Advisor
Coming off our biggest event of the year, the World Series of Success, everyone is ready to get moving into 2022! If you missed any of the speakers or resources, you can get it all in one place right here! I wish I could tell you which one was the best, but they all provided…
Read MoreQuick Hits: Important Questions for 2022 | Book Share | Winners and Losers
2022 is off! A mentor of mine asked these questions to an advisor and they were too good not to share as you launch into 2022: When you think about Vivid Vision instead of just wanting to get too $100 million are you clear what you want the business to look like? What’s top challenge…
Read MoreQuick Hits: It’s Back | BlackRock FIAs | Zuck Meta Cash
The Quick hits are back! Sorry for the 2 week hiatus…a little girl came into my life earlier than expected! Hope everyone is enjoying the holiday season! Here are your Quick Hits: Great Leadership Article from INC: Warren Buffett Says You Can Spot a Great Leader by Simply Looking for This 1 Trait. “We look…
Read More4 Hats of Running a Business
Someone is not wearing this hat in your business…and it shows! If you get tired of analogies, don’t watch my video below. I give a few too many. But you’ll at least catch my drift 😊 As a business owner you can’t help but to have the passion behind what you do. Then you lead the…
Read MoreQuick Hits: Skittles or M&Ms? | Charts on Charts
Don’t you love a good chart? Org chart, flow chart, skittles chart… Nothing that says “I’m a sophisticated wealth planner” quite like saying “take a look at this Skittles Chart.” I digress. Thanksgiving is here! I’m thankful that you all are out there everyday changing retirees and pre-retirees lives! Keep up the incredible work securing…
Read MoreQuick Hits: Fall Back | False Data | COVID Retirees
My 4 yr old: Dad why do we call it Fall? Me: Because the leaves fall during this time. 4yr old: so everything dies and falls in fall? Me: yes, kind of depressing, but it looks nice! Me also thinking: (that’s super depressing, I need a better answer) Here is why we call it fall…
Read MoreQuick Hits: Green Eggs | Row Row | Misleading Mutual Funds
“you may like them. You will see. You may like them in a tree!” The article below about a college football coach who uses a child Nursery rhyme to illustrate persistence and discipline got me thinking about how often we forget the lessons we teach our children. One of my favorite lessons for what we…
Read MoreQuick Hits: Dad Tax | Indicators | Nice Hugs
1 down and 2 months to go in the 4th quarter of 2021! Only 2 more days till Halloween and my middle son still doesn’t know what he wants to be. Should make a for a nice day before cramming to find a costume that will result in lots of screams…not the type of Halloween…
Read MoreQuick Hits: Fresh Calendar | Toxic Leadership | Leftover Risk
WOW. Fresh off Journey, I’m excited about these last 2ish of the year! Not to get too ahead of myself, check out the NEWLY released 2022 Calendar of Events for Advisors Excel! Yes, that’s 31 in person events in 2022!! – As much as we’d love to see you 31 times, we don’t think that…
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