February 23rd, 2020

Eliminating Squirrel Mentality

Don’t be the dog that spots a squirrel in the neighborhood and chases after it until he gets tired. Focus on both the Pension Protection Act and The SECURE Act as a cohesive pair.

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February 16th, 2020

Generational Planning, Creativity and The SECURE Act

In every industry, professionals look to thought leaders and seasoned veterans to help them understand how to succeed. The SECURE Act forces us to look at alternatives that our mentors and parents never had to contend with when transferring assets to the next generation through our spouses.

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February 9th, 2020

3 Questions For Success Under the SECURE Act

It’s ironic, isn’t it? As individuals, most planners hate change. Yet we work in an industry notorious for it. And make no mistake—the SECURE Act has changed the game. But, despite the changes it’s brought, success is still possible. We just need to be more purposeful in our planning, and more diligent in our conversationsContinue reading →

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February 2nd, 2020

3 Key Considerations When Buying a Book of Business

Nobody likes to get burned by a decision. But if you’re reading this, you want to grow your business. As we transition to a new generation of financial planners, one increasingly popular way to find growth is through mergers and acquisitions. Buying a book of business is certainly an option when you are looking toContinue reading →

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January 26th, 2020

How to Reach an Audience of Message Scanners

Transforming your business requires a marketing strategy that works. Over the past few months, I’ve talked about the importance of clear and concise messaging, the advantages of automating where you can, and how to earn free marketing reach from news sources. I believe in the value of marketing. It’s a great way to open theContinue reading →

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January 19th, 2020

Don’t Blend In. Stand Out.

We’ve all been warned against the dangers of succumbing to “herd mentality” and blindly doing something just because everyone else is. There’s a reason that clichés survive, usually based on a grain of truth. As humans, we feel validated when we know that others are doing the same thing or following the same thinking. TakeContinue reading →

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