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Posts Tagged ‘retirement plans’

Ever wonder what planning software the top advisors use to make more sales?

By Corysswain | August 18, 2020 | 0

It’s been around forever… It’s called Perception Everything you sell as a financial advisor is future based.Have you noticed that? All your products from mutual funds, to annuities, to stocks, to an all weather portfolio are all selling what you can do for them in the future. If you sell how the software or funds…

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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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