Turning Pro Training Camp Looking for a competitive edge in your business, you’ll want to check out our Turning Pro Training Camp. This eight-week course is led by renowned sports psychologist and mindset coach Dr. Kevin Elko. Our top advisors got to hear from Dr….

Turning Pro Training Camp Starting TODAY: Join us at 3:00 PM Central for our Turning Pro Training Camp featuring renowned sport psychologist and mindset coach expert Dr. Kevin Elko! This exclusive 8-week training course features Dr. Elko’s championship-winning insights and steps for success that can…

National Annuity Awareness Month June is National Annuity Awareness Month. We are excited to offer you a comprehensive kit packed with valuable content designed to educate your clients on the benefits of annuities. These resources can also help you connect with new prospects and enhance…

Tax Planning webinar replay available If you missed our recent webinar “Tax Planning: Your Business Growth Accelerator for 2024 and Beyond,” our special guest tax planning expert Debra Taylor shared insights and strategies that advisors can start using today. We also discussed the latest tools…

Tax Planning with Debra Taylor Join us on May 16th for “Tax Planning: Your Business Growth Accelerator for 2024 and Beyond” with special guest and seasoned tax planner Debra Taylor. In this session, we’ll be discussing how integrating tax planning can drive your business growth,…

Breakthrough Advisor podcast with Robert Sofia The latest episode of the Breakthrough Advisor podcast, “How 6,000 Advisors Solved the Growth Puzzle,” features Robert Sofia exploring the factors contributing to the success of select firms. It also features three potent strategies for lead generation and client…

Longevity Planning webinars If you missed our recent webinars “Leading with Longevity Planning” and “Training for Longevity Planning” these sessions focused on strategies that can help you have better conversations about longevity planning, including insights on how to address longevity with your prospects and existing…

Leading with Longevity Planning On Thursday, April 25th at 11:00 AM Central, we’ll be hosting our next session “Training for Longevity Planning” discussing the tools and strategies advisors are using to convert prospects into loyal clients and improve relationships with existing clients. This is a…

Leading with Longevity Planning Join us tomorrow April 16th at 11:00 AM Central for ‘Leading with Longevity Planning – A Guide to Client Conversations’, where we’ll delve into valuable tools for bolstering client relationships and sharing advanced financial planning strategies. Sign up at the link…

Breakthrough Advisor Check out the Breakthrough Advisor podcast for enlightening discussions on navigating our ever-evolving industry. Each episode features profound insights and perspectives from industry experts and special guests, like Dr. Kevin Elko, an elite Mindset coach for athletes and business leaders. Also, don’t forget…