4th Quarter Let’s Go!!
This week’s quick hits are here to Highlight items we’ve rolled out in the last few months that you may or may not have missed….so just in case you missed them, here they are!!
But if you are just here for the articles, scroll to the bottom. 😊
Let me hit you with the Quick Hits!
Online Operations Bootcamp
o Do you have new(er) staff that you’d like to take more training?
o Do you have veteran staff that still would like to stay fresh on their industry knowledge?
o Check the AE Opertations Virtual Bootcamp Courses – It’s completely free to AE Partners!
o Here is a snapshot of the courses and curriculum
o Email Yourteam@advisorsexcel.com for instructions on how to enroll
Tom Hegna Approved for Stimulus!!
o Looking to freshen your webinar game with an industry celebrity?
o Great way to invite current clients as well as past prospects to a webinar
o Check out all the Details here
Have You Seen AE’s Turnkey Marketing Kits?
o You’ve been asking for it, and we delivered.
o Every single kit is ready to rock for you to build your list of leads and prospects!
o Schedule a time with me to talk through how to implement this today!
Does Embracing Technology and Digital Marketing mean more growth?
o “We’ve compressed the next three years of technology adoption into three months,”
o Technology helps his firm put its name in front of new kinds of prospective clients through educational webinars, targeted email campaigns, social media postings and more.
o For every single webinar campaign Steep runs they provide blast emails that advisors can blast to their list and promote their online webinars. We did some analysis, and these emails have resulted in over 1800 additional webinar registrations on top of the webinar registrations received during a turn-key campaign.
§ Here’s some highlights:
· 32 advisors received 5-10 additional registrations
· 28 advisors received 11-30 additional registrations
· 10 advisors received 31-50 additional registrations
· 10 advisors received 50+ additional registrations
There is NO place to hide any more when the Stock Market Plunges – WSJ
· “All the obvious hedges against stock-market volatility—Treasurys, gold, bitcoin and the VIX—stopped working in September”
· I feel like they might be forgetting a place to put your money that is both safe and has some growth… 😊
The Math for Retirement Income Keeps Getting Worse
· “The bad news is that as these investments become pricier, their yields have shrunk, which reduces the percentage of their value that retirees can withdraw during retirement.”
Retiring early can be bad for the brain
· “People who retire early suffer from accelerated cognitive decline and may even encounter early onset of dementia”
· “Retiring early and working less or not at all can generate large benefits, such as reduced stress, better diets and more sleep. But as we found, it also has unintended adverse effects, like fewer social activities and less time spent challenging the mind, that far outweighed the positives.”
