Higher Profits Selling—The Best Sales Book I’ve Ever Read
Most advisors do NOT have a good sales process (which is why nearly 100% of those I talk with are…
Financial News
Higher Profits Selling—The Best Sales Book I’ve Ever Read
Most advisors do NOT have a good sales process (which is why…
Asset Protection Planners Sued for Perpetuating a Fraud Scheme on Consumers
This is the most interesting lawsuit I’ve seen in the last 25+…
Use the New “Age 100” Longevity Study to Motivate Clients to Take Action
To download this 24-page study by Corebridge Financial, click on the following:…
Roccy’s 19th Annual Thanksgiving Newsletter
This 19th annual Thanksgiving week newsletter lists some of my most well-read…
Making Changes
When and if the RIA you work under is sold someday for tens if not hundreds of millions of dollars…your payout from the sale is ZERO!
Must Read
DOWNLOAD the IUL Rate of Return Probability Chart (Updated for 2023 Year-End)
If you missed last week’s newsletter, click on the following link: https://advisorshare.com/iul-probability-of-return Using QCDs (the Legacy IRA) to Remove $53K Tax-Free from an IRA…
Download the LinkedIn Marketing Playbook (and attend a bonus webinar)
Webinar—September 18th at 3:00 p.m. EST. I’m very excited to be able to give away an 11-page LinkedIn Marketing Playbook…
