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Advanced Financial Planning Strategies for High-Net-Worth Clients
Thursday, January 19, 2023 Commonwealth Download our guide to explore creative, comprehensive financial planning solutions for your high-net-worth clients’ unique needs so you can win and retain their business.
On-Demand Webinar
Best Practices for Scheduling Your Seminar
Thursday, January 19, 2023 First Income Advisors Advisors across the country are having tremendous success with seminars. Opportunity belongs to those who get there first - the time to do your seminar is right now!
Research / Report
10 Advanced Tax Planning Strategies For Your HNW Clients
Wednesday, January 18, 2023 Universal Financial Consultants Not to anyone's surprise HNW individuals pay the most money in taxes. However these individuals also stand to save the most when implementing the right tax planning strategies.
Exclusive Turnkey System Generates 20 Qualified Appointments Per Month!
Tuesday, January 10, 2023 First Income Advisors Now is your chance to receive guaranteed Life, Annuity, & Investment Appointments with Public Employees in need of retirement, insurance, or financial services for the low cost of $50 per appointment.
On-Demand Webinar
Best Practices For Setting Your Appointments
Tuesday, January 10, 2023 First Income Advisors Advisors across the country are having tremendous success with seminars. But what happens when it's over? Learn smooth processes and effective tips to the crucial appointment setting process.
Research / Report
How to Use Business Valuations as a Powerful Marketing Tool
Monday, January 9, 2023 Universal Financial Consultants Uncover gaps in planning for High-Net-Worth clients and provide sophisticated solutions that will satisfy their complex needs.
Research / Report
10 Tips to Cut Your Clients Tax Bill
Friday, December 30, 2022 First Income Advisors Help your clients avoid unpleasant tax surprises following these tips and strategies. Some may require extra time and a tax professional but could be worth the extra effort.
Research / Report
No Collateral Premium Finance
Wednesday, December 21, 2022 Universal Financial Consultants One agent placed $1.5M in target premium through this program just in the last 4 months!
Research / Report
4 Mistakes That Can Lose Advisors Business
Friday, December 16, 2022 First Income Advisors Whether you’re a seasoned advisor or just starting out, it’s easy to fall into patterns with your approach to customer interactions and prospecting tactics. So avoid these four common — and costly — communication mistakes.
3 Big Ideas to Create More Client Conversations
Friday, December 16, 2022 Universal Financial Consultants Download this instant-access guide for 3 ideas on how to provoke thought and generate more conversations that will motivate them to take action!
Research / Report
7 Thought-Provoking Annuity Questions
Wednesday, December 7, 2022 First Income Advisors While there’s no one top way to launch a conversation about annuities, there are some questions that are proven to lead to a thought-provoking conversation about the benefits of a fixed indexed annuity.
White Paper
How to Have More Meaningful ESG Conversations with Clients
Monday, December 5, 2022 YourStake 2021 was a record year for ESG investing. Download this free white paper to learn more about this trending investment option, why ESG due diligence can take more time, and the problems that can arise from "greenwashing."