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Posts by Corysswain

Quick Hits: Stop Saying Fiduciary! | NVDIA is off the Charts! | No-Show Fees?

By Corysswain | June 10, 2024 | 0

Stop saying “Fiduciary!!” Here are your Quick Hits: US Consumer Confidence Retreats in April The Era of ‘No-Show’ Fees Is Here—and It’s Going to Cost You NVIDIA is OFF THE CHARTS

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Quick Hits: Recover Fast | Middle Class | The Food Court is Back

By Corysswain | June 10, 2024 | 0

How do you grow fast as a Financial Advisor? Well, you need to recover fast. How do you recover fast? Check out this week’s video in your Quick Hits: Steve Jobs’ former intern reflects on working for the tech mogul: “I worked 20 yards away from him every day.” The Salary you need to be…

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Quick Hits: The One Thing | Destroying Wealth | Wall Street Doesn’t Know Retirement!

By Corysswain | May 10, 2024 | 0

As an independent advisor there is one thing that solves all the other problems in your business… Here are your Quick Hits: EARNING A CRUST – Uncrustables to be a Billion Dollar Business 15 Stocks That Have Destroyed the Most Wealth Over the Past Decade Wall Street Just Doesn’t Get Retirement

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Stop Giving Away Appointment Cards.

By Corysswain | May 10, 2024 | 0
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Most Important Number in a FA Business

By Corysswain | May 10, 2024 | 0
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Fixed Index Annuity Report 2023

By Corysswain | May 10, 2024 | 0
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Quick Hits: NVIDIA Keynote Attracting Wealthy Investors Linkedin Marketing

By Corysswain | May 10, 2024 | 0

FIA Report from 2023 Sales Here are your Quick Hits: Keynote by NVIDIA CEO Jensen Huang What The Wealthiest Investors Want From Advisors Why Linkedin is Crucial for Your Business in 2024 – GaryVee Podcast Backdoor Roth IRAs Are Promising—and Perilous – WSJ

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Quick Hits: First Lawsuit Against DOL | Unique Appointments | Unfavorable Federal Agencies

By Corysswain | May 10, 2024 | 0

Oldie but a goodie around here at AE, but good reminder if we got away from doing “unique” appointment cards: Here are your Quick Hits: New DOL Fiduciary Rule Hit With First Lawsuit How Americans Feel About Federal Government Agencies Americans saw their net worth soar to records last year thanks to the stock market…

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Decision Making with John Maxwell

By Corysswain | April 19, 2024 | 0
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Quick Hits: Maxwell Wisdom | $100 in Groceries | Hard to Sell Bonds

By Corysswain | April 19, 2024 | 0

This week, I’m gathering some wisdom I learned from our partnership with John Maxwell. Big “aha” moment for me here was, I don’t have to be great at everything I do throughout the day. I only have to be at my best for the Main Event of that day… trick is knowing and planning for…

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Get in Touch:
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 Email Us
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For financial professional use only. The Proven Way podcasts and information on this page are intended for informational purposes only. The information and opinions contained herein are independent of the hosts, and do not necessarily reflect the views of Advisors Excel. Financial professionals are ultimately responsible for the implementation of any concepts, strategies or technologies discussed and should be aware of any and all applicable compliance requirements of any broker-dealer or Registered Investment Advisor with which they may be affiliated, the insurance carriers they represent, federal regulators and state insurance regulators. The marketing strategies discussed in this podcast may not be permissible at all firms. Please consult your firm's Compliance policies and procedures prior to implementing any marketing strategy. Results from the use of these concepts are not guaranteed. 

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