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 »
Below you can read about my personal interaction with a consumer last week who was sold a bonus FIA (Fixed Indexed Annuity) to “pay the taxes” on a Roth conversion. After my call, the client contacted Athene to exercise their
Roth Blueprint Goes Down in a Ball of Flames (and it’s just the beginning)! Read More »
To download the UPDATED IUL ROR probability chart, click on the following link: https://advisorshare.com/probability-of-return-2026 Need a Sales Mentor for AUM and FIAs? Jonathan Camarda, CFA, CAIA, CMT, CIMA, to the Rescue! Webinar—January 15th at 2:00 p.m. EST If you missed
IUL Historical Rate of Return Probability Chart (2025 Year-End Numbers) Read More »
Getting to Yes!Webinar—January 15th at 2:00 p.m. EST Want to learn about Jonathan, how he helps advisors grow revenue, and how you can work with him? Click on the following to sign up for the webinar: https://advisorsharewm.com/jonathan-camarda-webinar Most advisors I
Need a Sales Mentor for AUM/FIAs? Jonathan Camarda, CFA to the Rescue! Read More »
Most advisors do NOT have a good sales process (which is why nearly 100% of those I talk with are interested in learning better sales techniques). When I read Higher Profits Selling by Bruce Robbins, a book that teaches advisors
Higher Profits Selling—The Best Sales Book I’ve Ever Read Read More »
