Quick Hits

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…

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…