OC Talk Radio

Check out this latest installment of our OC SPOTLIGHTS series where we interview the most amazing people doing the most incredible things...right here in your own backyard.  This week it's Jenenne Macklin, who's three day workshop on How To Manifest Your Money...NOW is being held on May 26-28 at the Garland Hotel in North Hollywood.  So what's holding you back from achieving your dreams?  Are you ready for the extra thirty years of longevity many of us find at the end our lives?  And if so, how will you pay for it?  What does your retirement look like?  How do you make your financial dreams come true? And how will you know you're finally "there"?  What does "there" look like? All these are topics she and her select group of speakers will help you address over this three day weekend.  Complete with personal coaching and a  personalized road map to financial success.  Go to www.manifestmoneynow.live to learn more.  Or check out this week's edition of the OC SPOTLIGHT...only on Orange County's only community radio station, www.OCTalkRadio.net.

IMCA Conference - Recently appointed as the Financial Times Associate Editor Rana was Formerly the Economics Analyst at CNN, with Newsweek and Time, and spoke to the conference attendees on the topic of "Things that worry me and things that don't in the world economy."  Listen to what Rana sees as important and unimportant on the world stage.

IMCA Conference - Nathan Harness, Professor of Financial Planning at Texas A&M, discusses the key characteristics of Millenials.  With more CFP's over 70 than under 30, with the average age of 54, and average client age is mid-sixties.  By 2025 Millenials will be 44% of the total population.  Dr. Harness tells us what we need to know about the Millenials.

From the IMCA Conference - Michael, who writes about Financial Planning Strategies and Practice Management for Advisors, discusses the potential changes in the tax code in the near future.

At the IMCA Conference - Fee compression, Wrap Fee options, the DOL Fiduciary Rule, Robo Advisors have changed and are changing the world of Advisors.  Like a golfer who does not change their golf swing, Advisors need to adapt.  Jonathan's advice and direction can be invaluable.

Devin Ekberg, the newly appointed Managing Director of Education for IMCA, tells about the educational components of IMCA.  For the more experienced, advance practicioners, IMCA offers designations, education, conferences, other events, webinars, white papers, etc.  With 11,000 certificants, in 30 countries, IMCA has a great impact on the investment industry, worldwide, and is expanding more so internationally. Anyone interested in IMCA would find this interview with Devin to be very interesting.

At the IMCA Annual Conference in San Diego, we interview Dorsey Wright, a long time research and investment firm, using and popularizing "Point and Figure" charting, modified with Relative Strength analysis, to recommend positions in markets and stocks.  Listen for a brief description of this successful firm, strategy and and funds.

For those of you still marketing likes it's 1999, listen to why you should NOT buy email lists and continue to send out unsolicited junk.  With Jim Obermayer from the Sales Lead Management Assn interviewing Jeanne Hopkins, current Exec VP and CMO at Ipswitch (and former VP of Marketing for HUBSPOT, one of the top marketing platforms around). On our recent show SLMA RADIO.

When asked if she still buys email lists, Jeanne says "oh, gosh no." Why? Cause they just don't work. Who opens unsolicited junk, particularly with the threat that it might contain a virus?  That's the number one way someone plants a bug on your computer by getting you to open an email from someone you don't know.  

Second, no email marketing platform will even allow you to add a list anymore that you bought from someone else. In fact, they'll kick you off if you try. Why?  Cause with all the CAN-SPAM rulessigned into law in 2003, sending out unsolicited stuff is the fastest way to getting "blacklisted" by all the email providers like Google, etc.  "You WILL get blacklisted" if you try it," says Jeanne, "and you WILL spend considerable time trying to get off that list"...and not getting the rest of your email permanently placed in everyone's "spam folder".

But people still believe in unicorns and silver bullets, admits Jeanne. "Particularly sales people," says Jeanne, "who still believe you can send anything, any time to anyone you want"...without them "opting in" first and giving you permission to send them something thru email.  "Those days are gone" conclude Jim and Jeanne.

Fred Reish is a long time Compliance and ERISA attorney, typically representing employers and businesses in the world of financial regulation.  Fred discusses this  new "Rule" and its impact on the financial industry.  Every Registered Rep or Investment Advisor should be interested in this interview and Fred's views on this highly contentious subject.

Listen to local OC Register columnist talk about the up coming playoffs, Top ten teams, Selction to All County, All League, Coach of the year Inter action of  parents, boosters  and coaches. He also discusses the new leagues

You don't want to miss this podcast

 

Tune into www.octalkradio.net Wednesday at 6:00pm or on www.ryanlemmonfoundation.com anytime

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