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

We just hosted our annual Summit Meeting and the overall theme was creating an unforgettable client experience. Find out what our top advisory firms shared, what the experts had to say and why we were balancing peacock feathers in our hands.

Let’s get honest about what you should have done in 2021 that may have hindered your success. Let’s talk about why… and how… those missed opportunities occur and how to set yourself up in 2022 to NOT let it happen again!

Learn how others are effectively connecting with prospects, establishing their authority and organizing their marketing plan 6 months in advance.

Let’s examine a case in which annuity objections must be addressed.

Be the resource your clients need right now. Inflation is a top concern. Educate yourself and help your clients prepare.

The 5 step process that gives you the competitive advantage.

This is our first case study episode, but if you like it, more to come!

We are sharing a specific case this week in which one of our advisors found himself in a competitive situation with another agent.

Spoiler alert: Our advisor won the 2 million dollar client AND got a 1 million dollar referral. Find out why!