5 reasons this RIA firm is kicking your butt
Wow, this was a powerful interview with Dave Welty, a financial advisor who founded and developed what I would consider a well-managed RIA firm. Avier
July 22, 2024
Author: saragrillo
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How to start guest blogging
Question from a subscriber: “I want to start writing articles as a guest blogger to attract new clients. How do I get started?” Guest blogging is
July 13, 2024
“What is the best way to tell a prospect that they are not a good fit?”
Question from a subscriber: “What is the best way to tell a prospect that they are not a good fit?“ Keep it brief. Make it about
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Vid 104: How to make a “short” video
A “short” is a video, usually on social media platforms, under two minutes that is designed to “pop.” It’s kind of like a highlight reel. They are created to garner high emotional impact and lots of energy delivered in a condensed period of time. These videos are usually edited down from a longer video. So […]
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July 12, 2024
Don’t be tricked by 8% eternal Universal Life Insurance Interest Rates!
The math behind Universal Life Insurance Interest Rates is a twisted web and most consumers are deceived. Know how the math works so you can
June 24, 2024
“What to say in my welcome video?”
Question from a subscriber: “I had a welcome video of me on my home page website for a year, but I just took it down. My
June 21, 2024
“How to tell prospect they’re not a fit?”
Keep it brief. Make it about the opportunity – not the rejection. Put all the emphasis on the type of advisor who is correct and how they
June 21, 2024
Get an in-force illustration whenever you buy a Universal Life insurance policy!
The regulators don’t force insurance companies to provide in-force illustrations to their Universal Life policy holders and it allows them to deceive consumers who aren’t
June 17, 2024
How financial advisors can get family offices and high net worth individuals as clients
“I want to upgrade my client base and work with ultra high net worth individuals and Family Office clients. How do I meet them?” Whoa,
June 7, 2024
Should financial advisors ask their clients for Google Reviews?
Question from a subscriber: “Should I spend some time asking my clients for Google Reviews? There is one ‘advisor’ I know who has 30 FINRA disclosures
May 31, 2024
