We always say there is no magic bullet in this business, but this comes close. Jonathan Johnson shares how he recently got 70 appts. scheduled from a list of cold, dead leads.

We discuss new resources to educate consumers on the obstacles they may face in retirement that previous generations did not. What has changed, what actions should be taken and what do the experts say?

Mariann Montagne joins me on this episode to discuss her experience in this industry as a woman. The unique challenges, her mentors, what she recommends to young women starting their careers and the mistake people keep making with women in business.

Tom joins for the 3rd and final episode in this series to discuss the three things that will help you march forth into the rest of the year.

Tom Schaff is back for Episode 2 in our March FORTH series. In this episode, I try to "fix" the messaging mistakes advisors make and Tom coaches what I do well....and what i do NOT do well. Join us!

Tom Schaff, Major League Sales, joins us for the first episode in our three part series, March Forth! 9 specific items to be intentional with getting more clients now...wait until you hear #9!

What works...what doesn't....and the mistakes we all make that hurt our business!

Three letters that really work to re-engage prospects.

While the BBB plan is currently stalled, The Secure Act 2.0 has bipartisan support and includes potential changes that impact IRA plans, 401k, 403b, Roth IRA’s and more. Don’t be caught off guard. David Johnson, CFP, joins us on this episode to provide all the details you need to know.

Michael Binger, President of Gradient Investments joins this episode to discuss inflation, bonds and stock market expectations for 2022