Quick Hits
Quick Hits: Spring is Here | Leadership Styles | Fast Retirement
Happy Spring Break Season! It’s one of my favorite times of the year where we say goodbye to the bitter cold and say hello to pollen! Where I try to figure out which allergy medicine will work best every day. I’ll call it medicine cabinet roulette. It’s also the time of year where marketing season…
Read MoreQuick Hits: Spaghetti Marketing | FIA Sales | Biggest Risk
Spaghetti Marketing! Spaghetti marketing (AKA Good Branding) raises all other marketing funnels’ ROI. …If it doesn’t – it’s not working. Here are your Quick Hits: FIA Sales have hit a new high! State of Retirement Study: Top 1% Club By Country: What’s the Biggest Risk Right Now?
Read MoreQuick Hits: Sales Tip from Wolf of Wall Street | National Debt Could make a difference | Cheapest state to retire
Here are your Quick Hits: Record-High Interest Payments Could Make the National Debt Matter How Much Money You Need To Retire In Every State In America Are We in a Productivity Boom? For Clues, Look to 1994. America Has Never Had So Many 65-Year-Olds. They’re Redefining the Milestone.
Read MoreQuick Hits: Disappointing Advisors | Sales Team Training | Fastest Growing Sport
Sales people will always resort back to their training. If you aren’t training them, who is? Here are your Quick Hits: I’m Disappointed With My Financial Advisor. What Next? America’s Fastest Growing Sport: It’s Been 30 Years Since Food Ate Up This Much of Your Income
Read MoreQuick Hits: Sales Process Theme | Price of Happiness | Overrated Finance
Here are your Quick Hits: The Price of Happiness in Every Country: 3 Mistakes to Avoid With Your Investment Portfolio in 2024 The Big Retirement Question Many Advisors Overlook The Most Overrated Things in Personal Finance
Read MoreQuick Hits: Know when to fold ’em | High Consumer Confidence | Business Owners b4 congress
Marketing without tracking is gambling! (usually with better odds though) As owners we know we NEED to be tracking all our marketing efforts, but how well do we? Usually when things are working we tend to relax a bit, but when things aren’t “feeling” like they are working is usually when we try to go…
Read MoreQuick Hits: Control your Associations | Firing Advisors | Moon Landings
Everyone knows the “Power of Associations” – BUT… Do you control your associations? Here are your Quick Hits: 6 Reasons Clients Fire Advisors 7 Signs Your Advisor is Doing Real Financial Planning New Podcast I’m diving into – Learning Leader with Ryan Hawk Moon Landings – Visual
Read MoreQuick Hits: Destructive Advisors | 2024 Skittles Chart | Top Countries to Retire in
Don’t hire that advisor JUST YET… Here are your Quick Hits: Friday Forward – Gluttony and Starvation Interactive Asset Return Map This one is from Black rock and it is interactive as you hover over the squares The No. 1 challenge Fortune 500 execs say they’re facing with employees right now What are the best…
Read MoreQuick Hits: BIG 2024 | FA Tech in 2030 | Top investments used in 2023
Coming to you from the 2024 World Series of Success! Wow – this year was BIG. You all had amazing years last year, but I didn’t hear one person who thinks they can’t do way more. Pretty incredible. If you weren’t in the sphere, to understand the scale of this picture, Cody is that tiny…
Read MoreQuick Hits: Fins Up! | Value Your Associations | 2024 Outlook Roundup
There is always someone doing something a little different, you have to keep your head up as a business owner to keep learning or you’ll stop growing! FINS UP! Here are your Quick Hits: 10 Questions For 2024 LIMRA: U.S. Individual Annuity Sales to Exceed $300 Billion in 2024 and 2025 A comprehensive round-up of…
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