Sep 30, 2019
What's Working Now: This advisor tells us how he got tired of doing the same retirement planning speech as everyone else and decided to focus on college planning to grow his business.
Sep 19, 2019
Advisor TalkingPoints: Prepare for client interaction with this month’s review of the September Fed meeting, the yield curve, economic reports, earnings and stocks, and more.
Sep 17, 2019
What’s Working Now: This advisor tells us how teaching about taxes is giving him more appointments than he can handle. Plus, how to tap into an underserved COI niche that exists in every community.
Sep 13, 2019
Listen in as Sean Bailey and Debra Taylor discuss an underused and often-misunderstood retirement savings vehicle: the Health Savings Account.
Sep 12, 2019
Learn what’s working now for advisors looking to grow their businesses in this talk with Patrick Tucker, 7-figure wealth manager and financial advisor coach and educator. You’ll learn how to really find the niche you’ll be most successful in serving, the mindset that traps many advisors and limits their success,...