ElevateU is the ultimate deep dive study group for top independent financial professionals. You'll gain insights from our Model Offices, Elevate Coaches, and marketing experts. Shoot me a message if you want to learn more or register! #ElevateU
From charitable gift annuities to donor-advised funds, there are ways your clients can continue their charitable efforts once they hit retirement. Check out these five strategies. #CharitableGiving#FIGMarketingsprou.tt/1uhef5yWLNH
Do your prospects need a starting point for their retirement plan? Get them started by using their current income as a base to determine how much they'll need to maintain their current lifestyle. #Retirement#FIGMarketingsprou.tt/16VwNf584wp
The word 'recession' can cause people to delay retirement. Check out this article and uncover a few steps you can propose to clients to keep their retirement on track. #FIGMarketingsprou.tt/1fwrDS05cQH
August is Black Business Month. As these business owners reevaluate what's most important to them, you can help them reevaluate what's most important in their financial portfolio. #BlackBusinessMonthsprou.tt/1sm7R9cRvBn
Annuities are on the rise now thanks to market volatility. Check out what FIG's Brian Bailey has to say and how you might talk to clients about this product. #FIGMarketing#Annuitiessprou.tt/1hsfSn7lO8H
Ready for new strategies and a partnership that’s going to knock your business out of the park and move your business from bush league to a major player? More info: bit.ly/CapstoneBoston
How are you repurposing your branded materials to get more than a one-time glance from them? Read the ongoing promotion tips suggested by the FIG marketing team. #FIGMarketing#Marketingsprou.tt/14XC6HMmCmR
Worried about your notes and handouts from a conference turning into clutter? If you don't want to lose valuable information check out this article to learn tips on how you can better organize your thoughts. #BusinessDevelopmentsprou.tt/1Wi3Nm9nP88
Do your clients have concerns with the economy? Studies show some of the biggest concerns include inflation, supply chain disruptions, and interest rates. Read more to see how you can talk through it. #FIGMarketing#Economysprou.tt/1ugA605tHDL
Check out this article to help clients understand the increase in Social Security payments when they wait for the next "step up year" according to Michael Finke of the American College of Financial Services. #SocialSecurity#FIGMarketingsprou.tt/1xAxc3fA2NC
Come to Omaha, April 21-22, to our capstone event with Financial Independence Group and Carson. Our capstone event will be focused on independent RIAs and IARs. This event can help you bring new ideas to your teams and help transform your practice. #FIGMarketing#CarsonCoaching
FIG's Leslie Lipscomb joined Mary Beth Franklin's Retirement Repair Shop podcast to talk about the search for coveted retirement income, and how annuities and their recent resurgence can help. #BusinessDevelopmentsprou.tt/1f2Jw37r2UA