Tips for economic wins

Air date: Jan 01, 2023

Regardless of your client base, you’ve likely heard every version of clients worrying about where the economic market is heading, while fielding their questions in…

Tax strategies for Roth conversions

December 1, 2022

With new tax laws and regulations being put in place on a seemingly everyday basis, it can be difficult for your clients to keep up…

Doing the most with your disability insurance

November 1, 2022

If you’re in the DI space, you know how easy it is for clients to become apathetic and take the “it can never happen to…

Why the wealthy buy life insurance

October 1, 2022

Many high net worth clients feel that they don’t need life insurance, and can simply rely on their wealth to stay financially afloat. This week,…

Financial tools for college planning

September 1, 2022

If you’ve got clients with kids about to go off to college this fall, you better share this month’s episode featuring Chair of the College…

The art of communication

May 30, 2022

No matter how long you’ve been in business or how many clients you work with, there are a couple tried and true methods that help…

The high price of money shame

December 1, 2021

Money is a taboo topic because many people feel a great deal of “money shame,” which can prevent them from being open about their finances…

Maneuvering Medicare

November 22, 2021

Navigating your way through Medicare plans can be a nightmare if you don’t know the ins and outs. This week, Elder Benefit Specialist Laura Schimberg…

Is a Roth Conversion right for you?

November 15, 2021

Tax rates are still low and likely on the rise, which is why if it’s in your clients best interest to do a Roth conversion,…

A lesson in leadership

November 1, 2021

As we emerge from the Covid-19 pandemic, you may find yourself struggling to reengage in your client relationships that were lost over those months spent…

What in the world

October 25, 2021

Clients getting sick of talking about covid? Most people are, but paying attention to the economic trends will be important to those with investments. We…

The transition into retirement

October 18, 2021

When it comes to retirement, each of your clients will have different needs and unique situations that you as a financial professional will need to…