Posts by Corysswain
Quick Hits: Paving Retirement Income | Ignored by the media | Coffee Lovers
Summertime is in full swing, and I hope everyone is taking the time to enjoy the warm weather. I know I did last week as I chose to ignore the whole “reapply” the sunscreen rule. I’m excited to see a lot of you in the Bahamas in a couple weeks! (I’ll try to remember reapply…
Read MoreQuick Hits: Passion Marketing | Evolution of Financial Advice | Investing During a Recession
Big shout out to Cody Foster’s Recent podcast episode with his recent guest Jay baer! Definitely give it a listen if you haven’t already, tons of great nuggets to implement today. Here are a few that I took away: Here are your Quick Hits: The Evolution of Financial Advice Managing yourself: Why it’s so hard…
Read MoreQuick Hits: Debt Fixer | Dangerous Cash Apps | Bear Market?
Things seem to be looking (a little) up with the first non-hike in rates we’ve seen and inflation starting to come down a little, but consumer sentiment is still hovering around the all-time lows. What does that mean? Retirees are still unsure of what to do with their money. Selling to a plan is ok,…
Read MoreQuick Hits: We landed on the Moon! | I.O.U.s | Dumber
All this talk about the debt ceiling got me thinking about the great classic of Dumb and Dumber. Specifically, this line: “That is as good as money, sir. Those are I.O.U.s” Sometimes we just need to have a good laugh at what frustrates us but can’t control right? – Not a bad clip to show…
Read MoreQuick Hits: All time low Sentiment | Pull out of the market | Late to the milestones
Consumer Sentiment is at one of the lowest points it’s ever been since they started tracking it in the 70s. Here is an advisors perspective article to explain a little more. What does that mean to you and your marketing? In my opinion, what I’m seeing is people are in the “Freeze” mode. They…
Read MoreQuick Hits: Social Media and Bank Collapses | Markets fighting recessions | Non-ideal clients
Hey hey! I found quite a few articles this week for you to use with clients and prospects or use as talking points on your radio and TV. One in particular was super interesting which is the The Surprising Risk That Turbocharged a $142 Billion Bank Run. Here is a quote from it that you…
Read MoreQuick Hits: Rollercoaster | Most Important Mindset | Bank Liabilities Visualized
The U.S. is still on this rollercoaster. Sounds like retirees still need you to fight for their retirements! Check out the video and the first quick hit on building a mindset in yourself and your team to make sure you succeed over the long haul. Make it a great week! Here are your Quick Hits:…
Read MoreQuick Hits: Stay Psyched | Greenwashing | High Net Worth2
Stay Psyched! One big thing I’ve noticed about the most successful advisors and successful business owners is how excited they are about where their business is going. They have a passion that is authentic about what they are building. You probably get this excitement every time you start something new, but how do you keep…
Read MoreWE gatta fight!
This week I’ve seen a few things come out on investment behavior and I had a couple thoughts around what I feel might be happening at the moment. Lead flow numbers are down, Seminar attendees are down, Appointment and stick ratios seem to be coming down as well. Business is UP…but primarily from current clients.…
Read MoreQuick Hits: We Gatta Fight! | Financial Anxiety | Flight to Cash
This week I’ve seen a few things come out on investment behavior and I had a couple thoughts around what I feel might be happening at the moment. Lead flow numbers are down, Seminar attendees are down, Appointment and stick ratios seem to be coming down as well. Business is UP…but primarily from current clients.…
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