Having successfully worked w/#FinancialAdvisors since 2016 - we know there's plenty you can do to generate leads. Some work. Others don't. 🤷‍♀️ Here are the top 4 Reasons we like working #EstatePlanningLeads 💪 👉 shorturl.at/kFCdb 👈 #FinancialMarketing #FinTech #Sales

Strong sales performance is not just product knowledge. Agents who listen well, manage objections, build trust, and adapt to each client conversation have the edge. psmbrokerage.com/blog/unlock… #InsuranceSales

A HIPAA authorization allows trusted individuals to communicate with doctors and coordinate medical care during incapacity. #EstatePlanning #ElderCare #Wills #Trusts #WalnutCreek bit.ly/4dZSrpM

Trying to grow? @MichaelKitces and @DefineFinancial know some people who could help. Check out how planners are expanding through social media, search and referrals. #RIAs #financialadvisors #wealthmanagement bit.ly/4gfG7CH

A sleep aid from the pharmacy, a memory supplement ordered online and a prescription medication may seem harmless on their own. Together, they can create serious health risks for older adults, especially those living with mild cognitive impairment or dementia. ltcnews.com/articles/what-ad…

Loneliness is a serious problem for aging seniors. Once way to avoid it is to become involved in playing games with others, anything from board games to active ones like ping pong. Learn more baby-boomer-retirement.com/2… #aging #retirement

Getting outside, enjoying nature, and doing some light traveling is healthy for us as we age. Learn more about how to plan trips that make this easy. See the article below: Baby-Boomer-Retirement link: baby-boomer-retirement.com/2… #travel #accessibletravel #funtravel

76% of high-net-worth clients want charitable giving advice. Only 36% get it. That’s a major trust and revenue gap. If your clients are giving, they should be giving smarter—with you leading the way. Read more: na2.hubs.ly/H04q7sS0

Brace your wallets for 2027. Health insurance companies are submitting initial rate requests for the Affordable Care Act (ACA) marketplace, with some pitching premium hikes of up to 30%. innmb.com/4fBLufm #HealthInsurance #HealthcareCosts #ACA2027

Looking beyond the immediate outcome often reveals opportunities that might otherwise be missed. #ExperienceMatters #Perspective #Focus

California property laws create unique estate planning considerations for married homeowners. #EstatePlans #Trusts #Glendora #ElderLaw #Wills bit.ly/4uRsJc4

The same opportunity can look completely different depending on your attitude. A positive mindset helps you see possibilities, while a negative one focuses on limitations. Your attitude often determines what you notice and what you miss. What attitude are you bringing into today?

Are you thinking about house flipping to increase your retirement savings? This article has some good tips. Read more at: Post link: baby-boomer-retirement.com/2… #RealEstateInvesting #realestate

While retirement planning is often framed strictly as a numbers game, for couples, it is also a deeply personal and relational journey. ow.ly/sRbJ50Z9pl6

Serious insurance agents build marketing systems, not one-off campaigns. Referrals, content, email, reviews, local SEO, and paid ads all work better when they support one growth strategy. bit.ly/4vBHEYg #InsuranceAgent

VUL sales are officially through the roof this quarter. 🚀 Investors are seriously shifting gears, and the numbers show that flexibility and growth are leading the charge. Check out how this massive market wave is redefining financial planning! innmb.com/4uoju2o #VUL #MarketShift #FinancialTrends

RT @finplan When financial advisors calculate their client acquisition cost, they may be undercounting both the expenses and the incoming revenue to the firm, according to marketing experts: bit.ly/4djeUMj #financialadvisors #marketing #investing #money

Pets provide proven physical and emotional benefits for older adults, lower blood pressure, less stress, greater social engagement and a stronger sense of purpose. Research shows pet owners age 60 are 36% less likely to report loneliness. Companion animals encourage routine and enhance quality of life at home or in long-term care settings. ltcnews.com/articles/pets-pr…

How many legacy life insurance policies are sitting in your book of business completely unexamined? Policies purchased decades ago often underperform or no longer align with client goals. Don't let an outdated policy become an unpleasant surprise. The DPL Life Desk team can help our members audit existing coverage with fresh eyes and current data. Our complimentary review helps advisors: ✅ Evaluate the health of existing policies. ✅ Identify opportunities for better cost structures or coverage. ✅ Deliver a higher standard of proactive fiduciary care. Turn a potential blind spot into a massive value-add for your clients.  Schedule a call with us to see how DPL can optimize your clients' current coverage. bit.ly/43AnvWs

Is Altruist's corporate RIA a more attractive solution for breakaway advisors than the existing options? Is it worth getting deeper into mortgage planning and implementation with clients if the advisor can give them access to a better rate through a platform like Flourish Lending? Where is the line where technology starts to intrude on the (human) relationship between the client and advisor? Let us know your thoughts on this month's #AdvisorTech news: kitc.es/4ecosKP

Loneliness is a frequent problem for aging seniors. Once way to avoid it is to become involved in playing games with others, anything from board games to active ones like ping pong. Learn more baby-boomer-retirement.com/2… #aging #retirement