Join us as we discuss how to avoid sabotaging your sales with just one word.

Join us for this episode as we recap Q1 and what that tells us about moving forward through the rest of 2023!

Consumers have questions about the safety of their money in light of recent bank failures. In this episode, we share what you need to know and how to proactive with your clients!

50 of our top female financial advisors gathered last week and we are sharing their best secrets that have made them hugely successful and loved by their clients!

In this episode we talk about why Social Security is a still an effective call to action. Just because you may have moved on from using Social Security maximization as a prospecting tool doesn't mean the importance of SS in the foundation of income planning is any less than it was a decade ago. People are confused and they need that information.

In this show we talk about how to make college costs a part of financial planning.

That's right! Today we talk about how you can capture a potential client's interest in 5 seconds or less.

Hiring, Training, Managing...probably not top of your list of things you love, BUT necessary to grow your business. We have 5 things you MUST do to maximize the benefits you get out of your admin assistant or support staff in this episode.

In this episode Jaime and Josh recap the Gradient Summit and talk about what was learned at this years big financial conference.

In this episode we discuss the changes and impact the new Secure Act 2.0 will have on your financial plans.