Posts Tagged ‘financial advisor’
Quick Hits: Fall Big | Business of Advice | Females are not a Niche Market
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.…
Read MoreQuick Hits: Rolling Stone Annuity | Investors Expectations | Animal Fights
Hope everyone is well rested but not overly crispy from laying in the Hawaiian sun! Always great to get together, swap war stories and share value in an incredible location. Let’s finish out the year strong. Retirees need your independent help! Here are your Quick Hits: Articles to check out: The 6…
Read MoreQuick Hits: What is Happening? | Bubble or Bust | Solid Resources
Cost of wood has skyrocketed 124% YTD (400% in the last 12 months) Home prices are soaring. Gas is up. Used Car prices are up 21% (10% in April alone) Copper is up 36% CPI is up 4.2% Resource – CNBC Are we seeing inflation or a situation where supply meets a lack of demand? You…
Read MoreQuick Hits: Spark Joy | Fun Stats | Shoeshine Boys
Fun Stats: The S&P 500 has risen 87% since its low on March 23, 2020, adding $50 trillion worth of value to the index in just over a year, the best 12-month rally since the 1930s. –Yahoo, April 26, 2021 Mom and Pop traders now account for almost as much trading as all hedge funds…
Read MoreWhere Are Your Testimonials?
May the 4th be with you and your testimonials! ⭐️ Up until this point it’s been ILLEGAL to put your testimonials from your very own clients in your marketing! ✋🏻 Illegal. 👮🏻♀️ Let’s break free from the jail bars that SEC had us in! 🙌🏻 Here are 5 tips to break out of the gates quickly with your…
Read MoreQuick Hits: Snappy Snappy | Dress Codes | NFL Bitcoin
Wow! Where did April go? Did 2020 already happen? Here is a positive stat to kick things off… 72% of workers are somewhat or very confident in their ability to live comfortably in retirement! Here are your Quick Hits: Dress Code from the top AE Offices Survey: We received 8 responses from AE’s…
Read MoreQuick Hits: Excelerating | Whiskey down | 5 Superpowers
We’ve gone from “recovering” to “accelerating!” Skimming the media world, the overarching message has flipped from the recovering and stimulus to the economy is accelerating and hitting new highs. Here at Advisors Excel, we are seeing a 25-30% increase in marketing efforts from our affiliate partners month over month! Maybe instead of accelerating we are EXCELerrating? Sorry… #Dadjokes P.S.…
Read MoreQuick Hits: SEC Changes! | Biden $1.9T | Zoom Exhaust
Goooooooood Mooorning Advisors! Feels like 2020 didn’t watch its step going into 2021. We are stumbling but we are moving forward! · President is impeached…again. · Biden released his $1.9 TRILLION plan…I think we are all wondering where that money is coming from. · And still the stock market is UP YTD. People need you now more than…
Read MoreBIG WINNERS on this slot machine
What is the biggest difference between the Elite and those grinding it out? The Elite think differently & they ask better questions. When it comes to marketing they believe that it is an 𝙞𝙣𝙫𝙚𝙨𝙩𝙢𝙚𝙣𝙩, 𝙣𝙤𝙩 𝙖𝙣 𝙚𝙭𝙥𝙚𝙣𝙨𝙚. When you think of your marketing as an investment you treat it entirely differently than an expense. 𝟯…
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