Prospect lives in a problem-centric emotional world, and in that world a problem cannot be addressed until specific emotional hurdles are overcome. #growth
The 2016 and 2020 elections were particularly thrilling, and I followed them like a financial day trader timing the stock market. #elections #investors
Uncover the truth behind referrals and how understanding the science can revolutionize your approach to building a referable business. #growth #advisors
High of a cap would lead one to choose an FIA with a higher, but unknown return, over the known and certain 5% annual return provided by a fixed annuity?
This week, the Federal Reserve formally increased its inflation expectations for the year while decreasing its interest rate cut expectations. #markets
The Complexity Curve the unique challenges financial advisors face when serving high-net-worth clients with multifaceted financial portfolios.#advisors
Curse of mastery also comes with this belief: solving problems for your prospects up front, is how you prove your value by showing them you know your stuff
