A digital world
December 20, 2021It’s likely that a lot of your clients do their banking and other important tasks online, and those people won’t want to miss this episode!…
Attitude of gratitude
December 13, 2021As a financial advisor, your main goal is to help people manage their finances, but why not help improve their overall outlook on life along…
The longest vacation of your life
December 6, 2021Are your clients having a hard time fine-tuning their retirement goals? Eszylfie Taylor is on to help define the right words to explain retirement-saving concepts…
The high price of money shame
December 1, 2021Money is a taboo topic because many people feel a great deal of “money shame,” which can prevent them from being open about their finances…
Where is your money going?
November 29, 2021As a financial professional you’ve probably had the discussion with your clients about saving, spending, and financial planning. This episode features Author and Financial Professional…
Maneuvering Medicare
November 22, 2021Navigating 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, 2021Tax 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,…
8 principles of Heart-Centered Planning
November 8, 2021If you connect with your life and implement values to follow, you’ll attract the right customers. Stephani Lucas, CEO and Founder of Annuity Consultants, developed…
The high price of money shame
November 1, 2021Money is a taboo topic because many people feel a great deal of “money shame,” which can prevent them from being open about their finances…
A lesson in leadership
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, 2021Clients 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, 2021When it comes to retirement, each of your clients will have different needs and unique situations that you as a financial professional will need to…