Quick Hits

Volatility Tests Vision Markets may be up, down, or sideways—but leadership doesn’t get to flinch. In times of uncertainty, the best advisors stay focused, communicate clearly, and double down on what drives value. Whether it’s refining your message, leveling up your team, or testing scalable strategies—great leadership shines when things get choppy. Here are this…

Spring Forward: Time to Test and Optimize Daylight saving time kicked in — an extra hour of daylight, a fresh chance to reset, test, and refine. Whether it’s a new marketing campaign, a referral strategy, or simply increasing client activity, now’s the time to take action and measure results. Don’t wait until Q2 to realize…

Stay in the Game! If you’re not talking to retirees about their future right now, someone else is. With markets all over the place and inflation still on people’s minds, retirees and pre-retirees are looking for answers. Some are getting bad advice, some are frozen in indecision, and others just don’t know who to trust.…

Double Down to Double Up! If you’re waiting to see how things shake out with your marketing, you’re already behind. Last year, many advisors coasted on revenue from existing clients, but this year demands a different approach. The best firms aren’t waiting to react—they’re aggressively testing, tweaking, and scaling what works. Staying visible and engaged…

Don’t mess around this year… If numbers are trending down with your marketing…decide now to tweak and change some things up. Don’t wait to “see how it plays out.” Last year with a lot of revenue coming from current clients we had buffer time to do that. This year we need to be active and…

Tariffs, government slashes, DOGE, Fires, Deepseek – headlines are a bit all over the place. “don’t believe everything on the internet” is the new “don’t try this at home.” We say it, but do we actually obey it? Good news… Volatility always makes for great marketing!! Go out and save those retirees from worry, stress…

Wow, we are through the first month of 2025! One of my biggest initiatives is learning out AI can make everything I do better. I challenge you do to the same! Also, if you want to know how to learn how to make yourself better with AI I highly recommend this book and the resources…

Happy New Year!! I can’t believe The World Series of Success is Next week!  And It’s in Kansas City!! Celebrating Advisors Excel 20th anniversary is going to be next level. 2025 is going to be HUGE and I can’t wait to get going. See you there! Quote I’m loving this week: “Be at war with…

Merry Christmas and a Happy New Year! I’m sad to say this will be the final Quick Hits of 2024. Quick Hits began when I realized how often we get asked for recent articles or valuable content you could use for your shows or in your weekly client touches. Over the years, it’s been incredible…

Woohoo the election season is over! Whether you are happy about the outcome or not, we can all celebrate the end of election ads. As your clients are uncertain as to what is next for their retirement with a new presidency here is a solid article for them. Also, don’t forget to check out the…