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"This idea is too simple, every advisor must be doing it, RIGHT?"
Wrong.
Paul Kingsman shares two easy ideas to help you stay front of mind with clients this summer, and help them look smart at the same time.
Let us know if you want more help connecting and impressing potential clients.
www.ashbrokerage.com
Quality over Quantity… We’ve all heard this before.
Is your Service Line focused on the RIGHT targets to increase your Wealth revenue?
Which partners can you count on to give them the tools to IDENTIFY and CONNECT you with ideal prospects?
To SCHEDULE A VIRTUAL WEALTH HUDDLE, reach out to us today!
317-775-6347
If you were using TOO MANY of your client's assets to GENERATE INCOME, when would you want to know?
If you want to know how to give your clients MORE INCOME, USING LESS ASSETS
Listen to Nick Bond describe a little known strategy, then call us.
Milk goes bad...
And whether we like it or not, Some financial solutions get stale.
BUT WHO'S CHECKING THE EXPIRATION DATE?
Ash Brokerage will let you know if the solutions your clients put in place years ago are still appropriate for their current situation.
To start a review, reach out to us today!
317-775-6347
Give a listen for the TOP CONCEPTS AND TOPICS we are discussing in January,
Who is the target audience for this concept?
Why is it a viable solution?
When it comes to GUARANTEED INCOME and OPPORTUNITY FOR GROWTH, WHAT STORY ARE YOU TELLING YOUR CLIENTS?
Nick Bond details how telling an INDEX STORY helps solve both problems.
Your clients are desperately searching for ways to PROTECT AND GUARANTEE their income in retirement. How will you help them put that plan in place? Nick Bond explains how we help you as the advisor position and find the best income options for your clients.
A pristine golf course or a busy 4 lane highway... Which would you rather have in your backyard?
Paul Gauger, Retirement Income Consultant with Ash Brokerage, explains how asking this question can help you position Fixed Index Annuities with your clients.
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