Quick Hits
Quick Hits: Buy the Rumor | Best Leadership Article | Get Smarter
If the last 20 months have taught us anything, it is to not be surprised; “this does not equal that”. With everything going on in the macroeconomics world: Afghanistan, Delta variant, loom of another shut down or Inflation, the markets are still in a positive momentum. I’ve heard the term thrown around for a long…
Read MoreQuick Hits: Rolling Stone Annuity | Investors Expectations | Animal Fights
Hope everyone is well rested but not overly crispy from laying in the Hawaiian sun! Always great to get together, swap war stories and share value in an incredible location. Let’s finish out the year strong. Retirees need your independent help! Here are your Quick Hits: Articles to check out: The 6…
Read MoreQuick Hits: Aloha | Not Ice Cream! | Top RIAs
Aloha! As Advisors Excel Advisors gear up for our annual trip, we should all check out this list of Top 10 movies filmed in Hawaii! Mahalo! Here are your Quick Hits: Articles to chew on We’ve officially surpassed our Economic growth pre-pandemic “The economy is bigger now than it was before the pandemic, officially…
Read MoreQuick Hits: Scaling | Referral Idea | Lead like a Pirate
Olympics are finally here and wow it feels really good to root for the USA to beat down on our rival countries (in a very sportsmanlike manor of course)! BUT as I’m writing this, the medal count is a little too close for comfort. It’s so inspiring to see people who are so devoted and…
Read MoreQuick Hits: Feedback | Do you know Risk? | 2021 in Charts
Feedback! It’s about that time where I stop and ask you for feedback. Do you like these quick hits? What would you like to see more of? Are you a chart lover like me or not? Shoot me an email. I’d love to hear it! Good or bad – you won’t hurt my feelings (too…
Read MoreQuick Hits: LinkedIn Poll | American Drivers | 10 Rules of Money
GOOOOOODDD Morning (or afternoon) Advisor partners! According to my very small audience of advisors on LinkedIn who decided to take my random poll for “Are you back doing in-person event marketing.” (at the time I’m writing this) – 77% said some form of “Yes.” Hopefully you are all too and they are working better…
Read MoreQuick Hits: Volatility | Confidence | License to Sell
Hope everyone had a fun and safe holiday! It’s been an interesting week for the economy. The markets hit a new high, followed by a nice large sell off on Thursday. Getting word from advisors around the nation that people are attending live events more than ever. Recent growth + volatility = Investors Searching…
Read MoreQuick Hits: Grateful 4th | Goals are Guesses | Scared People
It’s time to celebrate our birthday! Nothing like a 4th of July party… it’s truly the obnoxious American tradition and I love every second of it. Lots of over cooked meats, melting neon popsicles, watery beer, and things that can blow off your hand in an instant! If those things don’t scream “‘merica,” I’m not…
Read MoreQuick Hits: Rate Hike? | Retirement Hikes | Cars are Gone – Take a Hike
With inflation being at the top of the headlines, all eyes have been on the Fed Reserve to see if they will raise rates… and they decided (once again) to hold rates. BUT they “penciled in a rate hike in 2023.” I don’t think I’ll hold my breath. I’m not saying they have an easy…
Read MoreQuick Hits: Rockefeller | Be Afraid | Infographics
Not sure about you, but I love a solid illustration and infographic. With all the talk about inflation and taxes these days I thought it would be fitting to find some charts on these topics. Here are your Quick Hits: Business Building Resources The Rockefeller Habits Checklist Shared by our recent WSOS…
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