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.

In this episode we look at the top questions asked by the financial advisors we work with. We do our best to answer them and provide helpful solutions.

We talk about long-term care and enhanced planning for clients in this episode.

Presenting Annuities to your clients in an educated and transparent manner is critical. Understanding how the insurance prices them and structures them is very important. We talk about that and how to better understand the products you offer to your clients.

There are more women in retirement than men. But you need to think outside the box and use specific strategies to reach this important demographic for financial planning and investing.

We discuss a number of great marketing ideas for the fall and winter.

We welcome special guest James Worley! The term estate planning can be misleading because we tend to think of the wealthy. Most people would say, “well, I don’t have an estate”…but the fact is the majority of people would benefit from "enhanced" planning.

Jaime and Josh talk about how to give back to your community.