Quick Hits

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…

As we are coming up on our biggest training event of the year “The Journey” There will be a ton of talk about marketing funnels – what’s working, what’s not, what you should be trying out… I’m sure there will be a lot of talk about movie marketing with the recent release from Steep Digital.…

Here is a quote I’m pondering on today that I took from Stillness is the key by Ryan Holiday “The need for progress can be the enemy of enjoying the process.” Don’t forget to smell the roses as you are having one of your best years ever! Here is a short video that goes back…

Mid-year check in! With a lot of people having one of their best years ever, it’s a great time to try something new or finally finish that project you’ve been saying you were going to do for years. Question: 6 Months from now, what is one thing that you will be glad you started today?…

Here are your Quick Hits: 20+ Years of Inflation Business of Advice: Erica Pauly: Understand Your Numbers Kitces: 5 Industry Trends Reshaping Financial Advice 7 Steps to Estimating Your In-Retirement Cash Flow Needs