Investing in a Changing World: From Carburetors to Compilers
For the better part of the last century, the largest companies in the world were those that produced physical property – traditional transportation machines, the energy that powered them, or the capital that financed them.
The Crisis Facing Medicare Advantage Clients
We’re embarking again on the Joe Namath season! That is the “open season” when people enrolled into the Medicare system are bombarded with information, phone calls, fliers in the mail, and random salespeople walking up to their doorsteps.
Connect and Grow with Video
Connect and grow with video! Whether you’re currently using video or want to start, or are looking for new ways to improve your video use, you’ve come to the right place. It’s no secret that this channel has become a powerful tool for advisors to connect with their network and grow their business. But getting started and consistently updating your video content can be scary and often get lost in the day-to-day. In this webinar, our Chief Evangelist (and video expert), Samantha Russell, takes you step by step in creating and publishing your first video and how to successfully implement video into your marketing strategy from start to finish.
A Guide to Buying the Right Medicare Policy
If your clients bought a bad Medicare policy, it was most likely because they used a bad insurance agent – or no agent at all! As the owner of a Medicare insurance agency, I will teach you how to find a good agent without trying to sell you on us!
It’s Not All About Rates
September lived up to its reputation as a bad month for stocks. Global equity markets declined more than 4%, making September the worst month since the start of the pandemic. Beyond seasonal weakness, many attributed equity losses to higher interest rates.
How to Choose a Medicare Advantage Plan
The #1 most difficult thing for consumers is understanding the differences between Medigap policies and Medicare Advantage plans. I’ve already written about Medigap, so it’s time to dig into the Medicare Advantage side of the world.
Five Proven Strategies to Transform Your Clients’ Future
By working with hundreds of advisory firms, we have identified five strategies that top advisors use to deliver superior planning outcomes to their clients. Any firm can adapt those strategies by leveraging their expertise and leadership skills
The key is to act, not react.
The impending changes to the SEC Advertising Rule mean that advisors will have the opportunity to communicate how these strategies deliver superior outcomes and help clients and prospects reach their financial goals.. We will discuss the digital experiences that advisors can deliver and remain ahead of their competitors.