Posts by Corysswain
Quick Hits: Disappointing Advisors | Sales Team Training | Fastest Growing Sport
Sales people will always resort back to their training. If you aren’t training them, who is? Here are your Quick Hits: I’m Disappointed With My Financial Advisor. What Next? America’s Fastest Growing Sport: It’s Been 30 Years Since Food Ate Up This Much of Your Income
Read MoreSales Process Theme
There is a theme that runs through all the great advisor’s sales processes… It’s what they do to start every meeting. Check out the video to see.
Read MoreQuick Hits: Sales Process Theme | Price of Happiness | Overrated Finance
Here are your Quick Hits: The Price of Happiness in Every Country: 3 Mistakes to Avoid With Your Investment Portfolio in 2024 The Big Retirement Question Many Advisors Overlook The Most Overrated Things in Personal Finance
Read MoreQuick Hits: Know when to fold ’em | High Consumer Confidence | Business Owners b4 congress
Marketing without tracking is gambling! (usually with better odds though) As owners we know we NEED to be tracking all our marketing efforts, but how well do we? Usually when things are working we tend to relax a bit, but when things aren’t “feeling” like they are working is usually when we try to go…
Read MoreQuick Hits: Control your Associations | Firing Advisors | Moon Landings
Everyone knows the “Power of Associations” – BUT… Do you control your associations? Here are your Quick Hits: 6 Reasons Clients Fire Advisors 7 Signs Your Advisor is Doing Real Financial Planning New Podcast I’m diving into – Learning Leader with Ryan Hawk Moon Landings – Visual
Read MoreControl Your Associations
A Bored Advisor is a Destructive Advisor
Quick Hits: Destructive Advisors | 2024 Skittles Chart | Top Countries to Retire in
Don’t hire that advisor JUST YET… Here are your Quick Hits: Friday Forward – Gluttony and Starvation Interactive Asset Return Map This one is from Black rock and it is interactive as you hover over the squares The No. 1 challenge Fortune 500 execs say they’re facing with employees right now What are the best…
Read MoreQuick Hits: BIG 2024 | FA Tech in 2030 | Top investments used in 2023
Coming to you from the 2024 World Series of Success! Wow – this year was BIG. You all had amazing years last year, but I didn’t hear one person who thinks they can’t do way more. Pretty incredible. If you weren’t in the sphere, to understand the scale of this picture, Cody is that tiny…
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