Software

If you want to learn RMs so you can properly advise your clients, this is your lucky day. I’ve teamed up with Todd Ballenger, founder, and CEO of Borrow Smart University. I’ve known Todd for 20+ years, and he’s one […]

I don’t often toot our own horn, but last week Financial Advisor put out their 2026 RIA Survey & Ranking report (ranking over 500 RIAs), and I thought it deserved a mention letting readers know of the crazy fast growth

With July 4th this past Saturday, many took last week off, and others are taking this week off. So, it’s not the greatest time for a newsletter, but I figured I’d send one out with a few items from my

I rarely get excited about someone else’s software, but I am super excited to let advisors know about the new CRM program I found. I’m so excited about this that for the first time ever, I decided to devote my

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

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

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