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Oct 28, 2019

What’s Working Now: This advisor used her experience signing up for Medicare to write a book which she uses as marketing.

Oct 24, 2019

We have so much stuff! Your clients and their aging parents can be burdened by the process of downsizing. Learn from relocation and organization expert, Sharon McRill as she talks with Ellen Rogin about how to be smart in the process and be a hero to your clients. In this show we talk about hot to figure out what how to...

Oct 21, 2019

What’s Working Now: This advisor tells us how she realized that health care costs are a crucial part of the financial planning process.

Oct 17, 2019

Advisor TalkingPoints: Prepare for client interactions with this month’s dive into the labor market, recession indicators, Q3 earnings, the Fed’s upcoming meeting, and the outlook from the IMF.

Oct 14, 2019

What’s Working Now: This advisor tells us how he was afraid to teach about Medicare, a complex topic, but took the leap and has had success.