By Sara Sullivan September 26, 2022 Episode #256: 6 Reasons Why You Should Hire an Assistant Concepts In this episode of Money Script Monday, Sara unveils 6 reasons why hiring an assistant can streamline your business operations and increase your production. Read this post
By Parker Obert September 22, 2022 Advisors Retreat to Carlsbad for LifePro University 2022 Concepts Last week on Thursday, September 15th, the LifePro team invited advisors from across the nation to the Cape Rey Carlsbad Beach Resort to host the annual conference LifePro University 2022. Read this post
By Parker Obert September 20, 2022 LifePro Hosts 5th Annual Bill Zimmerman ALS Golf Classic Concepts This past Saturday, September 17th, 2022, LifePro held our 5th Annual Bill Zimmerman ALS Golf Classic at the Rancho Bernardo Inn in Rancho Bernardo, California. Read this post
By Gabe Lindemann August 18, 2022 Get Ready For College Planning Season 2022 Concepts In Gabe's latest article featured in Broker World Magazine, he forecasts what the 2022 college planning season has in store and how financial advisors can take the stress off of families while helping their kids attend their dream schools. Read this post
By Laurence Williams July 25, 2022 Episode #248: 3 Steps to Protect, Save, and Grow Your Retirement Portfolio Concepts, Money Script Monday In this episode of Money Script Monday, Laurence brings light to the three steps individuals can take to protect, save, and grow their retirement portfolio as if they are building their dream home. Read this post
By Sara Sullivan July 18, 2022 Episode #247: 6 Answers to Our Most Popular Licensing & Contracting Questions Concepts, Money Script Monday In this episode of Money Script Monday, Sara answers 6 of the most popular questions advisors ask us in relation to licensing and contracting. Read this post
By Jaime Ramirez May 17, 2022 How Generational Marketing Can Lead To Multigenerational Wealth Planning Concepts In Jaime's latest article featured in Broker World Magazine, he brings light to the transfer of wealth happening in our economy right now and how generational marketing can assist advisors looking to help these future beneficiaries. Read this post
By Sean Brady May 6, 2022 Episode #239: Why a Social Security Review is so Important Concepts, Money Script Monday In this episode of Money Script Monday, Sean explains how to enhance your social security benefits and when it is most optimal to start taking benefits. Read this post
By Sal Mendoza April 21, 2022 Tip of the Iceberg: America’s Soaring Debt Concepts In Sal's latest article featured in Broker World Magazine, he analyzes the national debt, the steps you can take to help reduce its growth, and how to protect yourself from potential negative repercussions. Read this post
By Gabe Lindemann April 4, 2022 Episode #234: College Planning: When’s It Too Early to Begin? College Planning, Concepts, Money Script Monday In this episode of Money Script Monday, Gabe breaks down the timeline parents should be considering to best prepare financially for their children’s higher education. Read this post