Wealth and Income Potential: How to Best Prepare for the Future
After you’ve worked with enough clients, you know that many are under the misconception that their financial future would be ...
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Double Your Closing Ratio by Following a Proven Sales Process
We know appointments with prospective clients can be the most intimidating thing you experience, especially if you don’t have a ...
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Say it with Conviction!
This one’s big, and it’s all about your mindset. People want to know what you know; they are in your ...
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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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Do You Have Balance in Your Financial Ecosystem?
by Jeremy D. Shipp CFP®, CLU®, RICP® I saw a story over the summer that highlighted the importance of balance ...
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Whose retirement are you planning: yours or the government’s?
Discover how tax-deferred investments truly impact your financial planning — ask yourself, whose retirement are you planning: yours or the ...
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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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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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