The Advisor Arena

The most recent stimulus package was just passed on March 11th and there are several key items you will want to make sure your clients are aware of!

Don't listen to the all the noise others are creating out there to snag your attention. We outline everything you need to know, what you don't need to worry about and what you should be doing with every client to protect your business.

Kids with no guardians, money left to probate instead of heirs, property that has no beneficiary, adult kids that blow an inheritance. All avoidable. Jamie Weese, owner of Weese Law Firm, joins us for a conversation about attorneys, financial advisors and why they should be working together with every single client.

Tom Duncan, JD,CLU, ChFC joins us to discuss the 3 topics he sees creating the most confusion for advisors, which creates the most mistakes for consumers.

We are celebrating BIG wins! Find out what your peers are doing to obliterate their competition this year.

The financial plan you put in place has more than a 70% chance of FAILURE. Find out why and how you can ensure the plans you put in place work they way you intended.

If you are not getting the results you want from social media, don't miss this episode! Brooke Runnebaum, social media expert, business owner, entreprenuer and business coach joins us to discuss why you can't afford to get this wrong.

Part 2 of our Webinar Episode. Mike Alimo from Elevate Financial Group shares the 3 things every webinar must have to create engagement and the biggest mistake advisors have been making!

You may be surprised to learn what the #1 most used prospecting method was last year and even more surprised by how it is being adapted for 2021.

Join us for this episode as we discuss the differences in using this method last year vs this year and how you can make it work for your business!

Biden's tax proposal is full of potential BIG changes for your high net worth clients, small business owners and corporations. Don't be caught off guard!