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Posts Tagged ‘prospects’

Quick Hits: Election :: Tax Ideas :: Retirement Quiz Results

By Corysswain | October 5, 2020 | 0

The election season is here and WOW. It. Is. Here. Have you been getting all the political spam texts lately? “So and so kills baby elephants, she’s not the person to be trusted!” If there was ever a lesson on how NOT to market or sell, it’s right now…get a notepad! One message to share…

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For financial professional use only. The Proven Way podcasts and information on this page are intended for informational purposes only. The information and opinions contained herein are independent of the hosts, and do not necessarily reflect the views of Advisors Excel. Financial professionals are ultimately responsible for the implementation of any concepts, strategies or technologies discussed and should be aware of any and all applicable compliance requirements of any broker-dealer or Registered Investment Advisor with which they may be affiliated, the insurance carriers they represent, federal regulators and state insurance regulators. The marketing strategies discussed in this podcast may not be permissible at all firms. Please consult your firm's Compliance policies and procedures prior to implementing any marketing strategy. Results from the use of these concepts are not guaranteed. 

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