Monday Minute – July 3, 2023
Happy Fourth of July! Tomorrow, July 4th , is our country’s Independence Day! We hope you have the opportunity to spend some time with family, loved ones and friends! Maybe you have the opportunity to BBQ and even spend some time in the sun. We…
Personalized Longevity Can Address Your Client’s Scariest Wealth and Health Pain Points with Heather Holmes (Ep. 46)
In this episode, Heather Holmes, the founder and CEO of Genivity, joins Jack Martin to explore the firm’s Health Analysis and Longevity Optimizer (HALO) and ways it’s revolutionizing longevity planning for advisors and their clients.
Monday Minute – June 26, 2023
Better Social Security Outcomes Our recent webinar “$200,000 in 90 seconds” featured a look at a new approach to Social Security planning with a new framework for converting prospects into meetings, and converting meetings into new clients. Learn how you can go beyond traditional Social…
Monday Minute – June 19, 2023
$200,000 in 90 Seconds – Better Social Security Outcomes Getting Social Security right is a big deal. Over 70% of pre-retirees would switch advisors to get their desired advice. Since 93% of Americans surveyed last year failed to identify the key factors that determine their…
An Advisor-Friendly Approach to More Successful Selling with Marc Lamson (Ep. 45)
In this episode, Marc Lamson, the president of ASLAN Training, explores the techniques advisors need to convert leads into long-term clients while unveiling powerful strategies to unlock the potential of organic growth.
Monday Minute – June 12, 2023
$200,000 in 90 Seconds Are you satisfied with how many new clients you’ve added in the last 12 months? If you would like to gain more new client traction and spend less time doing so, this is a webinar you will NOT want to miss….
Monday Minute – June 5, 2023
National Annuity Awareness Month June is National Annuity Awareness Month, and we’ve collected useful resources you can use to educate your clients on how annuities can be a powerful part of their financial future. Ask your Advisor Development Consultant about our 2023 National Annuity Awareness Month kit that includes downloadable fact…
Monday Minute – May 29, 2023
Celebrating Memorial Day This Memorial Day, we want to take this moment to honor our service men and women who have given the ultimate sacrifice so that we may live in freedom in the greatest country in the world. Perhaps you have walked among the…
Monday Minute – May 22, 2023
Best Practices To Achieve Growth Discover strategies established by research and proven by experience in four key areas of business. Access resources to help enhance the clients’ experience and deliver valuable solutions in today’s uncertain markets. Join us May 25, 2023 at 1:00 PM ET. Carrier…
Monday Minute – May 15, 2023
Turbocharge Your Sales Results with Video Selling This recent session discussed how top advisors are using personalized videos to take potential clients and make them REAL clients. If you are curious to learn what the best are doing with video emails and the science behind…