Skip to content
header-logo
  • Contact Us
×
  • Contact Us
MENU
  • About
  • Resources
    • Quick Hits
    • Videos
    • Articles
  • Proven Way Show
  • Webinars
  • Downloads
  • Contact Us
MENU
×
  • About
  • Resources
    • Quick Hits
    • Videos
    • Articles
  • Proven Way Show
  • Webinars
  • Downloads
  • Contact Us

  866.363.9595  |    Email Us  |  

Grab Virtual Coffee
exit-intent

Get quick hits delivered directly to your inbox

Sign up for our weekly “quick hits” email! You’ll get proven sales strategies, industry articles and timely tips you can immediately apply to your practice.

  • This field is for validation purposes and should be left unchanged.

Posts by Corysswain

Stop Giving Away Appointment Cards.

By Corysswain | May 10, 2024 | 0
Read More

Most Important Number in a FA Business

By Corysswain | May 10, 2024 | 0
Read More

Fixed Index Annuity Report 2023

By Corysswain | May 10, 2024 | 0
Read More

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

Read More

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…

Read More

Decision Making with John Maxwell

By Corysswain | April 19, 2024 | 0
Read More

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…

Read More

Quick hits: DOL Ruling Movement | Trick Shot Economy | Where Inflation has hit hardest

By Corysswain | April 12, 2024 | 0

Wondering what’s working for marketing across the nation? I put together this state of marketing for 2024 on our Youtube channel this week Here: Here are your Quick Hits: Final DOL Rule Draws Near As OMB Completes Review Trick shot economy Where U.S. Inflation Hit the Hardest in March 2024

Read More

State of Marketing for Financial Advisors 2024

By Corysswain | April 12, 2024 | 0
Read More

Close more with ONE Rule

By Corysswain | April 12, 2024 | 0
Read More
« Newer Posts
Older Posts »

Search

footer-logo

Get in Touch:   866.363.9595  |   Email Us  |  2950 SW McClure Rd, Topeka, KS 66614

Get in Touch:
 866.363.9595
 Email Us
2950 SW McClure Rd, Topeka, KS 66614

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. 

Call Now Button