Software

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

To download my 14-page White Paper detailing specifically why using a 20% bonus FIA (Fixed Indexed Annuity) to “pay the tax” does NOT work, click on the following link: Bonus Download—11-Page Summary Breaking Down Roth Conversions Software Used by this

If you are using Risk Tolerance software, you know that the MOST annoying aspect of such software is having to manually load a lead/client’s brokerage account into the program. If you are not using Risk Tolerance software, you should be.

Run Your Own Example Roth Conversion Numbers Using OnPointe’s NEW Consumer Lead Gen App You don’t have to take my word for what I’m saying in this newsletter. We just launched our OnPointe Roth software with a CONSUMER APP to