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 more recent/more popular newsletters.
Ed Slott Shows His Ignorance of Roth Conversions in Recent Online Interview
If you missed my most recent newsletter, you missed one that will be an eye-opener for many. Ed’s video comments are so stunningly ignorant that I created a multi-page commentary with my thoughts as to why he is wrong. To download my comments, click on the following link:
https://deconstructingrothiraconversions.com/ed-slott-commentary
Why Bonus FIAs to “Pay the Tax” on Roth IRA Conversions are a Failure!
To download my 14-page White Paper detailing specifically why using a big bonus FIA (Fixed Indexed Annuity) to “pay the tax” does NOT work, click on the following link. This is my LEAST favorite sales tactic in the industry today.
https://advisorshare.com/bonus-fias-roth-failure
Sign up for TacticalMind AI’s Monthly Stock Market Outlook Report
We unofficially launched the industry’s 1st-to-market AI investing tool, and I’m super excited. We will have Beta users in there this week to give feedback on our UI, and then we’ll officially launch.
The heart of the tool is its 7-, 30-, 90-day, and 12-month stock market outlook. The market outlook tells you what investment sectors of the market are a buy, neutral, or sell. If you’ve NOT signed up for this one-of-a-kind 14-page report, click on the following:
https://onpointesoftware.com/tacticalmind-ai-market-outlook
What is TacticalMind AI? It’s a tool those who manage money should be using. It will do research as 100 CFAs would do (but in a fraction of the time), but the tool is UNIQUE in that it will:
1) review investment portfolios
2) tell you if the current assets are the “best available” to accomplish your goals
3) tell you what assets should be removed from a portfolio and why
4) tell you what assets should replace those removed and why
Watch a Recorded Demo Showing TacticalMind AI in Action!
To see how the tool works, click on the following (it will blow your mind!)
https://landing.tacticalmind.ai/tacticalmind-ai-june-18-webinar
Beware of Craig Wear… Roth Conversion Guru for Million Dollar IRAs
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 above three items, click on the following:
https://onpointesoftware.com/craig-wear-downloads
OnPointe Risk Analyzer Adds the Industry’s First AI Portfolio Review Tool
This new tool is going to reset the landscape when it comes to “risk tolerance” programs like Riskalyze/Nitro, Hidden Levers, etc. It’s the most innovative tool to hit the risk space in 10+ years. Advisors will use this tool to help leads understand why their current portfolio isn’t very good and why they need to move their AUM to a new advisor.
Download a “Real” Ken Fisher AI-Powered Portfolio Review
AND
Watch an On-Demand Video Overview
To download a 12-page review of a Ken Fisher portfolio AND to get access to the webinar on-demand showing how the portfolio review tool works, click on the following link:
https://onpointesoftware.com/ken-fisher-portfolio-review
New CRM Blows Retail/Wealthbox Away!
Why I Switched After One Live Demo!
I ran a newsletter on this new CRM a few months ago. Since that newsletter, nearly 30 advisors have switched, and their reviews have been amazing (they are quite happy).
Exclusive Offer—50% Discount for the First 3 Months and 30% Lifetime Discount
Because of the number of readers of my newsletter, I was also able to negotiate an EXCLUSIVE offer for ANYONE reading this newsletter😊.
Recorded Demo
To watch a demo and to sign up to get the discount code, click on the following link:
