Proven Resources

Quick Hits

Quick Hits: Don’t Fight Your Season | Gen x Marketing | Better or Worse?

Don’t fight the Mini van! (I mean season) Here are Your Quick Hits: 10 Marketing Strategies for Generation X In...
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Quick Hits: Stop the SWOT | Failure is your friend | 2023 Tax Breaks

W.O.O. Meetings are much more effective than SWOT analysis. For your upcoming planning meetings spend some time on your WOO!...
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Quick Hits: Priorities | Biden Criticizes Advisors | Smart Things

Having more than three priorities means you have zero priorities, as stated by Jim Collins in his book "Good to...
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Quick Hits: Shapes of Stories | Stealth Inflation & $30 hamburgers

“Somebody gets into trouble, then gets out of it again. People love that story. They never get tired of it.”...
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Quick Hits: The Keeper Test | Fitch Downgrades US | Maps on Maps

Ever read “The Keeper Test” by Erin Meyer & Reed Hastings? I was reminded of this book recently as I...
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Videos

Your Most Important Mindset

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!

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Stay Psyched!

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 that passion going all year around?

Check out the video for more of an explanation here and Stay Psyched!

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WE gatta fight!

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.

What might be happening?

My two cents:

With all the changes going… interest rates, market volatility, inflation, US backed wars, climbing debt and the list goes on, we as humans have a few natural reactions.

We either fight, fly or Freeze.

Watch the video for some ideas on how to combat the “Fly or Freeze” reactions and get them to fight and use you as their advisor and guide when they choose to do so!

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Failing Banks

“Failing Banks” is never a term that you want on the headlines of news. No one wants it. Keep reading here.

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Articles

What is your E-mail List worth (This one is $75M)

We interrupt our Quick Hits for this announcement… YOUR EMAIL LIST IS WORTH A LOT MORE MONEY THAN YOU THINK! A lot of advisors up until COVID didn’t think their list was that important. Now they know it’s important, but they still don’t quite know what to do with it....
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Sunday Night QH: Unprecendented :: 401(k)s :: Remain Sane

Does anyone else feel like since sports are back the media has calmed down a little? Maybe it’s just me but it’s almost as if they are taking a little breather… “Phew, we don’t have to write as much now that ESPN has something to talk about! Let’s take a...
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Sometimes you need to cut it off…

The branch! I recently had the trees trimmed around my house and I knew I needed it done, but it wasn't until afterwards did I realize how much we needed it. Now we have better views out of windows and deck. We can see the front of the house from...
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2 Horror Stories…2 Quick Fixes

2 quick fixes to keep these true horror stories from happening to you… 1.      Buy your URL Name! http://daletenhulzen.com/  (if the site isn’t still up let me know. I took a screenshot) Our team came across this advisor’s website this morning when we googled his name… Could you imagine this happening to...
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S&P 500: Up 16% – 33% – 125%

“I don’t want to make any moves with the market down…” Have you heard that before? Pause and examine the data with me. Today (May 1st 2020) as I'm writing this, the S&P 500 is around 2830. Where was it one year ago, on May 1st, 2019? 2917. That means...
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Built Ford Tough

I've owned Ford F-150s my entire life. I love them! It was my second car that was handed down from my dad, to my brother, then to me. I've owned 3 others since and I've never had an issue with them. I've also never really used them to their full...
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Video Series
Video Series 12 Minute Marketing Revamp
12 Minute Marketing Revamp

Get the 3 videos to help solve the #1 problem of financial advisors and run your business like a CEO.

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