Roth IRA conversions are white hot right now in our industry as a lead-gen tool. As such, the announcement of our OnPointe Roth IRA Conversion Legacy Planner is very exciting. FYI, if you are using programs like Retirement Analyzer, Right […]
Industry’s First and Only “Legacy App” for Roth IRA Conversions Read More »
This newsletter should motivate readers to think more critically about VCIs and hopefully to learn more about options pricing, hedging strategies, and which VCIs are designed to actually perform well. We are thinking of putting on a 2-hour VCI/Hedging Strategies
VCI/Hedging Strategies Online Bootcamp (Survey) Read More »
FREE Access to OnPointe Risk’s Proxy Finder! To start using the INDUSTRY’s ONLY proxy finder RIGHT NOW, go to: www.proxyfinder.net Using AI to Help with Marketing and Client Communication Webinar—September 24th at 3:00 PM EST If you missed last week’s
OnPointe’s ProxyFinder.net Solves Risk Software’s Most Unsolvable Problem Read More »
By: Lauren DeFrancesco, MS, CAPP™ Webinar—September 24th at 3:00 PM EST To watch me in a live webinar format teach you how to use AI to create content, images, etc., click on the following link to attend the webinar: Download
Using AI to Help with Marketing and Client Communication Read More »
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 created by a marketing firm I’ve personally worked with and had success. The founder of the marketing firm also agreed
Download the LinkedIn Marketing Playbook (and attend a bonus webinar) Read More »
Webinar—September 11thth at 3:00 PM EST To sign up for this webinar, click on the following link: https://advisorshare.com/expunge-client-complaints This is an important newsletter for those who have a Series 7 license, but it should also be useful to those who have a Series 65 license. What’s
6-Weeks Left to Expunge Client Complaints from Your Record Read More »
Webinar—August 28th at 3:00 EST To sign up for this webinar, click on the following link: https://advisorshare.com/in-person-seminars-that-work The #1 question I get from advisors is: What marketing platform is working for your advisors? The honest answer I give is that
In-Person Seminars That Actually Work—Learn from an Industry Veteran Read More »
A lot of advisors use Social Security (SS) “timing” as a lead gen tool to get in front of new clients (in-person seminars, Facebook marketing, etc.). While the topic has become less fun after the somewhat recent rule changes, it’s
Using OnPointe to Help Clients with Social Security Timing Read More »
