Posts by Corysswain
Quick 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…
Read MoreStaying Ahead as a Financial Advisor: Embracing Innovation and Continuous Learning!
Quick Hits: Fins Up! | Value Your Associations | 2024 Outlook Roundup
There is always someone doing something a little different, you have to keep your head up as a business owner to keep learning or you’ll stop growing! FINS UP! Here are your Quick Hits: 10 Questions For 2024 LIMRA: U.S. Individual Annuity Sales to Exceed $300 Billion in 2024 and 2025 A comprehensive round-up of…
Read MoreQuick Hits: Best of 2023
For the last Quick Hits of the year I felt we needed to take a look back at some of the most clicked on Quick Hits from 2023! Thank you all again for an amazing year – 2024 is looking to be even bigger!! #carpediem #letsgoletsgo #AEFoLyfe #dohashtagsworkinemail? Best of Quick Hits: 1. The Keeper…
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