Quick Hits
Quick Hits: Don’t Fight Your Season | Gen x Marketing | Better or Worse?
Don’t fight the Mini van! (I mean season) Here are Your Quick Hits: 10 Marketing Strategies for Generation X A Short History of the 60/40 Portfolio Love this picture: Not sure if this makes me feel better or worse:
Read MoreQuick Hits: Stop the SWOT | Failure is your friend | 2023 Tax Breaks
W.O.O. Meetings are much more effective than SWOT analysis. For your upcoming planning meetings spend some time on your WOO! (remove the Threat and the Strengths) Here are your Quick Hits: How Leaders Make Failure Their Friend Great news about American wealth Why working longer is a bad retirement plan Don’t Miss Out on Your…
Read MoreQuick Hits: Priorities | Biden Criticizes Advisors | Smart Things
These are a few notes from a video I highly encourage you to watch today – Here Choose your priorities wisely and don’t pick too many! Make it a great week! Here are your Quick Hits: Biden criticizes advisors who prioritize their pay over clients’ returns My Parents Have a Lot of Stuff in Their…
Read MoreQuick Hits: Reprogram your mind | Entrepreneurship Mental Health | Overestimating Social Security
Don’t burn your opportunities for temporary comfort. Check this video out this week – it’s powerful. How To Reprogram Your Mind For Success A big idea I took away was on the business side, how do we self sabotage our businesses for short term comfort. Are you thinking short term or long term on…
Read MoreQuick Hits: Shapes of Stories | Stealth Inflation & $30 hamburgers
“Somebody gets into trouble, then gets out of it again. People love that story. They never get tired of it.” This was a line from Kurt Vonnegut from an important video I want you to watch this week. Check out the first quick hit and let’s make our stories more engaging! Here are your Quick…
Read MoreQuick Hits: The Keeper Test | Fitch Downgrades US | Maps on Maps
Ever read “The Keeper Test” by Erin Meyer & Reed Hastings? I was reminded of this book recently as I have had conversations about leadership and growing your team and making sure you have the right people on your team. If this person were to leave me, would I fight hard to keep them? Make…
Read MoreQuick Hits: Protection as an Asset Class | America’s Feelings | Charts on Charts
We are excited to see a lot of you next week in the Bahamas for the AE Advisor Summit! It is a great time of year to take a break, look at what you and your team have accomplished and celebrate! It’s also a great time to reflect on mistakes make any tweaks to make…
Read MoreQuick 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,…
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