Quick Hits

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…

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…

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,…

Consumer Sentiment is at one of the lowest points it’s ever been since they started tracking it in the 70s.   Here is an advisors perspective article to explain a little more. What does that mean to you and your marketing? In my opinion, what I’m seeing is people are in the “Freeze” mode. They…

Hey hey! I found quite a few articles this week for you to use with clients and prospects or use as talking points on your radio and TV. One in particular was super interesting which is the The Surprising Risk That Turbocharged a $142 Billion Bank Run. Here is a quote from it that you…

The U.S. is still on this rollercoaster. Sounds like retirees still need you to fight for their retirements! Check out the video and the first quick hit on building a mindset in yourself and your team to make sure you succeed over the long haul. Make it a great week! Here are your Quick Hits:…

Stay Psyched! One big thing I’ve noticed about the most successful advisors and successful business owners is how excited they are about where their business is going. They have a passion that is authentic about what they are building. You probably get this excitement every time you start something new, but how do you keep…

This week I’ve seen a few things come out on investment behavior and I had a couple thoughts around what I feel might be happening at the moment. Lead flow numbers are down, Seminar attendees are down, Appointment and stick ratios seem to be coming down as well. Business is UP…but primarily from current clients.…

Happy Easter! Opportunity is here…not sure how much longer. It seems like the feds are waiting until the last minute to make decisions on interest rates which begs the question on if they will continue to do so. What does that mean for you and your annuity clients? The window might be closing on “refinancing”…

“Failing Banks” is never a term that you want on the headlines of news. No one wants it. The one thing I noticed is how the media is reacting to this bailout compared to how big of a deal it was when the government bailed out the banks in 2008. Last time felt like a…