Quick Hits

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…

Crazy to think we are electing a new president next week. All the political ads will FINALLY come to a stop! I’ll cheers to that on Wednesday! Here is the most recent video on the Most Common Question I get. Hope it’s helpful! Here are your Quick Hits: The Retirement Planning Playbook You’re not upper…

I get this question a lot: “What do I put on my social media platforms to get more engagement? So I went ahead and shot a video to answer this question for you here: Here are your Quick Hits: Quantifying (More Accurately) The Real Impact Of A Financial Advisor’s Costs On Their Clients’ Nest Eggs…

New video Launched: How to Scale your Financial Advisory Business 4 questions you need to ask in order to scale effectively. Here are your Quick Hits: Google Trends on Social Security are up! What 66 Economists Say About Where the Economy Is Headed, in Charts A couple Life Hacks I’ve been using lately: Which Airlines…

Interest rates are dropping, which is great for mortgages and buying cars, but FIAs will take a hit on their rates… I don’t think American National could not have launched their Rate Certain Annuity at a better time! If you are looking to be the “Hero” financial advisor and lock in your clients’ rates and…

Rates are down, stocks are hitting more new highs. Just a quick scan of the media that follows the markets, I don’t think anyone has any idea as to what comes next (do they ever?). There are talks of recession, to experts saying there is no end in sight to how high the market will…

The long wait is over and the question of when and “how much is the Fed going to cut rates” has been answered. The question you as the FA need to be asking is, how does this affect my clients and how do I make sure I get in front of their needs – Especially…

Stock market volatility…Live Debates…Cringy political ads…It’s Election season! “Don’t ever let a crisis go to waste” – Winston Churchill There is a ton of opportunity for financial advisors to be marketing, calling prospects, meeting with current clients to lock in plans for the future. Uncertainty is what makes the markets volatile and that volatility makes…

Coming off our biggest training of the year, The Journey and hearing from 3 incredible advisors and Joey Coleman; I’m jacked for the end of this year! One question stuck out from one of the advisors that I want to ask you: “Is your business drastically different the last 4 years than it was the…