Posts Tagged ‘retirement’
Quick Hits: Uncertainty Kills | Best of The Best | 8 Myths
With the S&P down %7+ YTD, it’s more proof of the saying “Markets Hate Uncertainty.” The markets don’t care if things are good or bad. If they are bad, at least we know things are bad and certain business will do well to uphold the markets. Case in point: we’ve had a nice run through…
Read MoreQuick Hits: Skittles or M&Ms? | Charts on Charts
Don’t you love a good chart? Org chart, flow chart, skittles chart… Nothing that says “I’m a sophisticated wealth planner” quite like saying “take a look at this Skittles Chart.” I digress. Thanksgiving is here! I’m thankful that you all are out there everyday changing retirees and pre-retirees lives! Keep up the incredible work securing…
Read MoreQuick 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: Retiring Early | Visual Emails | Letting Go
To the hardest working advisors in the nation, Hope you enjoyed the shorter week, and your events calendar is starting to fill up. Feel like summer yet? Don’t retire too early – there is still a lot of work to do! Here are your Quick Hits: Articles to Make You Better Business Owner: Good Leadership is…
Read MoreQuick Hits: Buffett Concern | 1.2M Whoopsy | Phone Scripts
Markets up, Vaccines up, states are opening up, live events are up! …feels good to be on the up and up am I right?! What’s next? The one thing we can be positive of is taxes are going to be up too. Now is the time to market and help your clients prepare for the…
Read MoreQuick Hits: Inaugural Addition | Why Retirees Fail | FIA Myth Busters
New year, new president, and hopefully not a new stock market as that seems to be still going strong. …And the last red flag of this bull run seems to be removed this week. …But the next article right underneath that one says “Why we can’t go any higher…” Who knows…that’s why our retirees have YOU!…
Read MoreQuick Hits: Holiday Marketing? | JP Morgan Cuts 60/40 | Evergreen articles
42 Days until Christmas! What?! I get asked this question a lot… “Do I continue to market during the holiday season?” My Answer every time: “The top advisors NEVER take the holiday months off of marketing, while most other advisors stop. The top always ZIG when everyone else is ZAGGING.” 2020 is a great year to…
Read MoreQuick Hits:: Bootcamp | Tom Hegna | Embracing Tech
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…
Read MoreQuick Hits: Election :: Tax Ideas :: Retirement Quiz Results
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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