Posts by Corysswain

Coming off our biggest training of the year, The Journey and hearing from 3 incredible advisors and Joey Coleman; I’m jacked for the end of this year! One question stuck out from one of the advisors that I want to ask you: “Is your business drastically different the last 4 years than it was the…

As we are coming up on our biggest training event of the year “The Journey” There will be a ton of talk about marketing funnels – what’s working, what’s not, what you should be trying out… I’m sure there will be a lot of talk about movie marketing with the recent release from Steep Digital.…

Here is a quote I’m pondering on today that I took from Stillness is the key by Ryan Holiday “The need for progress can be the enemy of enjoying the process.” Don’t forget to smell the roses as you are having one of your best years ever! Here is a short video that goes back…

Mid-year check in! With a lot of people having one of their best years ever, it’s a great time to try something new or finally finish that project you’ve been saying you were going to do for years. Question: 6 Months from now, what is one thing that you will be glad you started today?…

Here are your Quick Hits: 20+ Years of Inflation Business of Advice: Erica Pauly: Understand Your Numbers Kitces: 5 Industry Trends Reshaping Financial Advice 7 Steps to Estimating Your In-Retirement Cash Flow Needs

Just getting back from seeing a lot of you all enjoying Rome! Hope everyone had a great time. Now, time to get back at it and finish this second half stronger than the first! Here are your Quick Hits: Planning Well – Robert Glazer American Workers Have Quit Quitting, for Now Why Do You Want…

Excited to see you all in Rome next week!! Cin Cin! Cin cin’ is the most common way to say ‘cheers’ in Italian. This is a casual and informal toast that is commonly used among friends and family. “Salute” is another way to say “cheers,” which is more formal and is often used in more…

Here are your Quick Hits: The C Word – Humble Dollar Maximize your spending in retirement Stock-obsessed Gen Z are using astrology and tarot to invest—and swearing by the results to the tune of over $400,000 The Stocks Driving S&P 500 Returns in 2024

I can’t believe we are almost HALF WAY through 2024! Can you? I hear a lot of you are having your best year ever…AGAIN. It’s an exciting time and you all are helping a lot of people navigate one of the most stressful times in their lives. It’s awesome to be a part of it.…

Here are your Quick Hits: Why the Recession Still Isn’t Here Clients Might Want To ‘Use Not Lose’ Expiring Estate Tax Exemptions Lazy Work, Good Work – Morgan Housel