AI (Artificial Intelligence) is everywhere! Advisors seem both excited and scared at how AI will transform the industry over the next 12 months, the next several years, and beyond. I have my thoughts on AI and what will happen to […]
Roccy’s 1st Annual AI Investment Research and Portfolio Design Survey Read More »
Webinar with Attorney Robert RikardMarch 19th at 1:00 PM EST Click on the following to sign up for this one-of-a-kind webinar: https://advisorshare.com/ira-rescue Robert is the #1 attorney in the industry who focuses on suing insurance agents over abusive IUL sales.
IMO Promotes IRA Rescue Using IUL at Same Time Law Firm Files Lawsuits Read More »
I had another newsletter ready for this week, but then the U.S. declared war on Iran. As the leader of our RIA and Anti-TAMP platform, Joe Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM, is always timely with
When War Breaks Out, Client Communication is Key (Free Client Form Letter) Read More »
April 16-17, 2026 To DOWNLOAD the FULL Vegas agenda, click on the following link: www.uploadedimages.net/content/PDFs/Vegas.Seminar.Full.Agenda.2026.pdf Sign Up Right Now To Attend! If you know you want to attend, click on the following to use an online sign-up form: www.advisorshare.com/las-vegas-signup-2026 5-Pillar
Roccy’s 2-Day Education/Marketing Seminar is Coming Back to Vegas Read More »
It’s been a while since I covered an investment strategy, so I thought I’d do one this week on a very interesting Risk On/Risk Off (RORO) strategy. RORO is available on the “Anti-TAMP” I’m not just covering this as an
Risk On/Risk Off Strategy Returns 8.23% in January and 27.83% in 2025 Read More »
What’s the #1 elusive marketing platform for most advisors? Working with CPAs! While nearly all advisors want to work with CPAs, few actually do. Why? It’s difficult to gain their trust and even more difficult to get them to refer
744 CPAs Signed Up for a Roth IRA Conversion CPE Webinar in 72 Hours! Read More »
The new Investment Company Institute (ICI) numbers on the staggering amount of total wealth across all retirement plans are out. The total amount is $48.1 trillion as of 3rd quarter, 2025. Of that, $18.9 trillion is in IRA assets and
IRA Assets Eclipse Annity Assets for Rtirement (New ICI Report) Read More »
This has been nearly two years in the making, but it’s finally here! To learn about the Certified Roth Conversion Specialist™ (CRCS™) designation, click on the following: www.certifiedrothconversionspecialist.com 20% Discount for the 1st 100 advisors who sign up! As we
Certified Roth Conversion Specialist™ Designation Officially Launches! Read More »
