Financial

If you missed my newsletter last week and/or didn’t sign up for this week’s webinar, you should. It should be a mandatory webinar for anyone who manages money for clients. Understanding AI, its Limitations, and Learning about Tactical Mind AIWebinar—October

My goal in this business is to help advisors give better advice to clients on different topics. While estate planning is one of them, I’m a bit embarrassed to say that until recently I was not familiar with BDOTs. I’m

Paying it forward is an expression when the recipient of an act of kindness does something kind for someone else rather than simply accepting or repaying the original good deed. This newsletter is about paying it forward for the Financial

This is newsletter #3 in a series of newsletters on a handful of unique investment strategies run by Joe Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM. Webinar on Demand To watch a video of Joe explaining the

I’ve alluded in some of my past newsletters to what I believe is the most exciting advisor tool I’ve worked on since I got in the business. That is a big statement considering all the stuff I’ve worked on and

The downloads you will want after reading this newsletter are: 1) A real Craig Wear Roth conversion client recommendation (15-page PDF) 2) Craig’s 15-page client engagement letter (a stunning read) 3) Our OnPointe Software Roth conversion recommendation To download the

To get the details on this FIA and the carrier that offers it, click on the following link: https://advisorshare.com/9-5-percent-guaranteed-cap Not that any advisor should pick a product based on commissions, but the 5-year product pays a 4.5% commission, and through

Risk-Managed Portfolio Designed to Generate 8-12% in Annual Income Webinar on Thursday, April 30th at 2:00 p.m. EST If you missed last week’s newsletter, click on the following to sign up for the webinar: https://advisorsharewm.com/high-income Roth IRA Conversion Showdown: Right