by Mark Coker April 06,
2021 at 01:47 PM
What
You Need to Know
o
Here's how to keep up with the economy as a whole.
o
And to know what smart people are reading today.
o
There also are lots of tax, marketing and sales-strategy tips to
be found.
This past year has presented challenges we
have not had to deal with in our lifetimes. For many of us, the
traditional methods we’ve been using to find clients were significantly
disrupted.
The pandemic has caused a tectonic shift in
the way we market, communicate with clients, and do business. In these
challenging times, how do we, as advisors, keep up? Stay relevant? Adapt in
this fast-changing world?
Finding the right resources to stay current
and relevant is critical.
ThinkAdvisor is one great resource.
The following are a few of my other favorites.
1. Truth in Accounting
Truth in Accounting is
a great resource to stay current with the country’s financial state, states,
cities, and pensions. For example, the federal government has $3.9 trillion in
assets and $117.2 trillion in bills. That is a $113.2 trillion shortfall. This
breaks down to a burden of $737,000 per federal taxpayer.
At the state level, 39 of the states don’t
have enough money to pay all their bills. At the city level, 62 of the 75 most
populous cities don’t have enough money to pay all their bills. Where is the
government going to get this money? Shouldn’t you be asking your clients and
prospects this?
Truth in Accounting will keep you current.
2. Van Mueller
Van Mueller is an informative force who
produces an outstanding monthly newsletter. What he discusses you can take out
and use the next day. He provides links to source articles.
You can try to read and compile this yourself
or have it delivered from a leader in our industry. There is no good reason not
to subscribe to Van’s newsletter.
3. Ed Slott
Ed Slott is
America’s CPA. He does not sell life insurance; he teaches why it is so
valuable.
Ed says “the tax exemption for life insurance
is the single biggest benefit in the tax code. It should be more widely used as
both a retirement and estate planning vehicle.”
Resource
Center
From Cambridge
How the Transition
Experience Can Make -- Or Break -- a Financial Professional's Move
From Advisor Group
Are You Prepared to Prevent
a Cyberattack?
From Schwab Advisor Services
The Independence Model. Made
For Moments Like These.
Read his books and articles; you will walk
away with a much better understanding of how life insurance can be used and how
to communicate it to your clients.
4. Kevin Knebl
Kevin Knebl has
helped financial advisors gain over $400 million in sales, referrals, and
assets under management. His straightforward, practical approach will
revolutionize your view of LinkedIn and how to use it.
The first time I heard him speak, I had
valuable things I could use. It took no time to implement and no cost to do
them. What he teaches goes beyond adjusting your profile. He will change the
way you communicate.
5. Hipcat Society
Chris and Shannon Mackey founded the Hipcat
Society. They have a process to bring professional branding,
marketing, media hub and website development together in a way no one else
does.
Their pricing is reasonable, but even better,
it doesn’t require a lot of your precious time to produce extraordinary
results. I use them on an ongoing basis.
Isaac Newton said, “If I have seen further
than others, it is by standing upon the shoulders of giants.” I owe much of my
success to wonderful men and women who have helped me. All of the above are
part of this group.
Use the information and systems these giants
have developed and used to increase your direction and goal.
Mark Coker is
a retirement planning specialist at Sage Financial.
No comments:
Post a Comment