Quick Hits
Quick Hits – Major Crashes :: Worst Quarter Ever :: Poptarts
S&P is back to where we started the year off. Great! Everything is back to normal! Ummm. Does it feel normal to you? Unemployment still extremely high, bankruptcies at all time high, GDP had it’s steepest decline ever… but HEY! We are back to normal, let’s keep investing like we did at the start of…
Read MoreQuick Hits -Worst Quarter Ever :: Email Campaign :: History Book Leadership
In the information age, it’s tough to decipher what is worth your time to read and what isn’t. My goal with these quick hits is to do some of that work for you so you can use these articles, charts, and business building strategies to help your clients and get on with your day. BTW,…
Read MoreQuick Hits: PSA on Webinars
We interrupt your weekly quick hits with a PSA on webinars… Webinars are NOT seminars. I Repeat… Webinars are NOT seminars… far from it. I want to tell you a couple stories on how and why webinars are working for some and not for others. Kyle is a new AE advisor from the DC area.…
Read MoreQuick Hits: Risky Business:: Oh and here is free Money!
Are you all feeling the disconnect between the economy that most of America is experiencing and the Stock/Bond market of America? As advisors, this is the time where you can protect Americans from believing that our economy is at new highs before the actual economy pulls it back down to reality. Keep the activity up…
Read MoreQuick Hits – Charts on Charts on Charts
There is nothing like a good visual to help you understand the complex, am I right?! I love charts, and I have come across a few good ones this week. Use them virtually through email drips, Zoom meetings, or print out and hand/send to prospects and clients to provide value and hit the message you…
Read MoreQuick Hits – Math Problem:: Interest Rates:: Marketing Book Recommendation
One thing you can predict these days is the next day will be as unpredictable as today! If there was ever a time for someone to need a financial advisor it is RIGHT. NOW! Especially for someone nearing retirement and can’t afford these swings in their portfolio, you can save their life! In my opinion……
Read MoreQuick Hits – New Baby:: New Product:: New Market
Welcome to the world August! Sorry for the delay in the Quick Hits! I was at home these last two weeks welcoming our newborn son August and wrangling my other two sons/cats/crazy toddlers (my wife has way more patience than me). Is the world still a mess? I hope you all are still grinding, staying…
Read MoreQuick Hits – Focus :: Hegna :: Custom Videos
Do you feel like you are getting bombarded with value? “This webinar, that email, use this video, that script…” It’s a good problem to have, and it is forcing me to get better at saying “no” and focus! Here are a few quick hits you might have missed this week that are worth FOCUSING on:…
Read MoreQuick Hits – Drip System :: Webinar Checklist :: Pandemic Articles
Is it Monday? Working from home has got me a little sideways on my internal clock. Speaking of “Sideways” – everyone is having to pivot and change in this environment to new ways of prospecting and marketing. Don’t try to reinvent the wheel or feel like you must “Figure it out yourself” – book some…
Read MoreQuick Hits: Top Virtual Resources // Webinars // 5 P’s of the bottom
I hope everyone out there is staying healthy and sane! My wife has got me checking off every “Honey-Do-List” item we’ve had. I even built a house! Ok – it was a playhouse, but still! Here are some quick hits to check out this week: Most watched video on the Advisors Excel Virtual Resource Site…
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