We are Tankful for You!
Thanksgiving is a great time to let your clients know you appreciate them. To help our members say thanks to ...
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Attend COW College In-Person (It’s Crucial)
There are so many reasons to attend COW College 2024 on January 4-6 at the Hyatt Regency Orlando Resort. As ...
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Win Lose or Tie
The Personal Economic Model® offers almost unlimited conversations for you to use to communicate with your prospects and clients visually. ...
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Your House with Equity is Another Qualified Plan
Everyone knows a 401k or a Registered Retirement Savings Plan is a qualified plan, but a home with equity, even ...
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The Check Story to Explain Qualified Plans
Qualified plans do two things: #1 they defer the tax and #2 the tax calculation. I’d like to give you ...
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10 Behaviors of a Trusted Advisor
We can learn a lot about becoming our clients’ Trusted Financial Expert from the book, “The Trusted Advisor” by David ...
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What do you want your future lifestyle to be like?
When working with clients, you need to make sure they are saving enough to live in the future like they ...
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Advice You Would Tell Your Younger Self
As young adults, we quickly realized that money was one of the most pressing concerns and the most challenging aspects ...
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