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…

Mento Mori – Meditate on Death “This is our big mistake: to think we look forward to death. Most of death is already gone. Whatever time has passed is owned by death.” – Seneca   There isn’t a more important thought we could wake up with than realizing you will die. Sorry for the dark…

FOMO – definitely a buzzword over the last few years. I’m going to give you another term instead…”Shoulding.” Stop “Shoulding” all over yourself! We have enough pressure on ourselves and our businesses already we don’t need to be adding more. Maybe you SHOULD figure out what’s best for you before telling yourself you Should be…

Watch today’s video for a quick PSA on why you shouldn’t put your newly purchased racehorse in your garage.   In other news: There seems to be a lot of confusion on which way the markets are heading. Half the articles/experts are saying we aren’t out of the bear market yet, then the other half…

“Interest rates are rising, inflation is elevated and recession fears linger. Despite all that, employers keep hiring. The U.S. added 1.1 million jobs over the past three months and ramped up hiring in January. That appears puzzling, given last year’s economic cool down, signs that consumers are pulling back on spending as their savings dwindle,…

I started these quick hits to bring you content and value about what is happening right now with your prospects and industry and what might be to come. Sometimes, we can get too far ahead of ourselves though. This picture is what I mean: The best part of marketing to retirees…they aren’t the first demographic…

You care more about giving your dog her pill than keeping up with your own! Watch the video for my explanation…   When was the last time you reviewed your retirement plan, your exit plan, your “just in case something happens to me” plan? You all are THE BEST at caring for your clients, make…