September, October, and November tend to be the biggest months for the advisors we work with. It’s incredibly consistent year over year. There are a ton of factor’s on why we think it is, but one thing is for sure, retirees are alert to wanting to make changes in their retirement plan during the fall. So, fill up on your pumpkin spice caffeine and let’s help some retirees!
My Theory: I believe retirees Fall out of love for their current advisor and Fall more in love with the value you bring!
#dadjokes
Here are your Quick Hits:
Cody Foster Launched a Podcast! – The Business of Advice
- I am so excited about our founder’s new value bomb in the form of a podcast! The first season will be launched on the 13th of this month and the line up is incredible!
- The goal of the podcast is to have consistent conversations with some of the country’s best thought leaders and business owners. We want our shows to inspire, challenge, and help grow our financial advisors. The podcast will discuss ideas for serving advisors clients better, expanding their influence, communicating their vision, building their personal brands, creating a better workplace culture, and much more!
- Check it out on every platform you enjoy podcasts:
How to be great? Just be good, Repeatably
- Greatness is not instantaneous
- Greatness is earned
- There is a famous saying from Napolean Hill which says, “If you cannot do great things, do small things in a great way”.
- “The best things in life often aren’t miracles, but well-thought out approaches that are sustainable. The same thing is true with businesses, marriages, and just about anything with repeatable elements. If you invest time into solving for what leads to success continuously, you will reap those benefits for years to come.”
New Consumer Downloads to use! – (Need iAdvisor Log in)
- Here are the newest whitepapers and downloads to use all over your marketing!
- Riding Market Highs: Take Action Now To Help Protect Against Future Market Volatility
- How to Beat the Retirement Tax Bomb: Your Guide to Roth Conversions
- The ABCs of Protected Retirement Income Consumer Facing Campaign
- Will The Biden Presidency Influence Stock Markets *Updated
The Female Market is Not a Niche – Arwen Becker
- Incredible article written by one of our very own AE advisors.
- “The funny thing is my biggest stance is that women are not a niche. When you break it down to the facts, women hold more wealth in the country now than men do. Women are the largest segment of the U S population…And then when you think about the $20 trillion that baby boomers will pass on to the next generation in the next 20 years, that will mean 60% of U.S. wealth will be held by women in the next 20 years.”
- “A woman wants to know the answer to one question: “Am I going to be OK?” If we can answer that question for her — not how are we going to do it or what products are going to be most effective — we will be able to communicate in a way that resonates with the woman.”
The Perfect Day Begins with a Good Evening
- Ryan Holiday is one of my favorite authors and I thought this post was timely for me and I figured it would be good to share.
- To the Stoics, every day was to be lived as if it closed the story, every night ended as if it was the last night we had. They’re right. How we close out the day matters. The decisions we make. The reflection we encourage. The time we drift off to sleep. All of it is about finishing well…because then and only then can we start tomorrow better too.
Quote of the Week:
“Until you work as hard as those you admire, don’t explain away their success as luck.”
– James Clear
