Join us for this episode where we discuss the importance of being seen as an authority in the financial industry, rather than just an expert. There is a clear distinction between the two and having authority can mean all the difference in having a prospect take action to work with you.

Q2 is now behind us and we are discussing what investors need to know about the markets, how you an showcase market commentary, the biggest items launched in technology this quarter and the newest innovation in FIA products that was just released.

Likely, your marketing slows down in the summer months and that creates the perfect opportunity to implement the SURGE method into your practice to create more efficiency with existing client meetings. Join us for this episode to learn how others use SURGE to cut down on calendar chaos and avoid scrambling to fit client reviews in between prospect appointment all year long.

There is nothing more frustrating than investing time, money and effort into a seminar and then….crickets. Join us for this episode as outline the exact steps to take if you find yourself in a position where a seminar or workshop you expected to generate prospects simply doesn’t. How can you salvage it and still get a return on your investment?

One Big Beautiful Bill Act and what it may mean for your clients. Join us for this episode as we discuss a hot current event topic that your clients and prospects likely have questions about.

Q1 is now behind us…we are talking marketing trends winners and losers, best practices for client communication and industry topics you should be aware of.

If you aren't over communicating right now with your prospects and clients regarding the topic everyone is talking about, you won't want to miss this episode.

We get asked about seminars A LOT....do they still work? What kind of results should I expect? Are there things others are doing that generate best results? We are sharing best practices- what works, what doesn't and what you need to know before you do another seminar!

BIG changes this year with over 3 million people impacted by the elmination of two provisions that have been in place for more than 40 years. Don't miss this episode!

Join us for our first episode of the new season as we share the top takeaways from the Summit. If you were there, you may need some direction on what to implement and how to get started. If you weren't there, then you definitely need to know what you missed!