By Gabe Lindemann November 11, 2019 Episode #122: Are You Charging Enough for Your College Planning Services? College Planning, Concepts, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Gabe presents a strategy for structuring your client fees to lead to more college funding opportunities and ultimately earning more revenue. Read this post
By Don Blanton October 22, 2019 The Personal Economic Model: A Family's Entire Financial Model in One Picture Annuities, Concepts, Life Insurance, Sales & Marketing You’ve heard the saying that a picture is worth a thousand words, and it’s certainly true. Our Personal Economic Model® is a picture that represents a family’s entire financial model. Read this post
By Robert Reaburn September 30, 2019 Episode #116: Understanding Management Fees Paid by the Client Concepts, Investments, Money Script Monday In this episode of Money Script Monday, Robert reviews how to measure the total value you can expect to receive with a full-service advisory approach compared to a DIY approach. Read this post
By Allee Marchini September 24, 2019 Top Financial Professionals Exchange Ideas at the 2019 LifePro University Annuities, Concepts, Life Insurance, Sales & Marketing On September 12, 2019 we hosted our annual LifePro University to a jam-packed house of nearly 200 attendees – consisting of financial advisors, insurance carrier representatives, and some of the top industry experts all under one roof. Read this post
By Sean Brady August 26, 2019 Episode #112: How to Prepare for Inflation and Rising Health Care Costs Annuities, Concepts, Money Script Monday In this episode of Money Script Monday, Sean presents 7 steps to reduce the impact of rising inflation and health care costs on your retirement savings. Read this post
By Gabe Lindemann August 19, 2019 Episode #111: The Hidden Secrets to a Successful College Planning Marketing Campaign College Planning, Concepts, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Gabe presents 3 marketing strategies you can start using today to fill up your college planning seminars without costing you a fortune. Read this post
By Gabe Lindemann May 13, 2019 Episode #98: Top College Planners React to the College Admissions Scandal College Planning, Concepts, Money Script Monday In this episode of Money Script Monday, Gabriel has a discussion with the nation’s top college planners about the right way to coach parents on navigating the challenging road of planning for college. Read this post
By Luke Geller April 1, 2019 Episode #92: 3 Questions You Need to Answer Before You Retire Concepts, Money Script Monday In this episode of Money Script Monday, Luke goes over specific steps you can act on today to reach your future retirement goals. Read this post
By Dan Tatulli March 25, 2019 Episode #91: How to Answer the Question, "So...What Do You Do?" Concepts, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Dan provides a three-step formula for creating a powerful one-liner. Read this post
By Kevin Nuber March 18, 2019 Episode #90: How to Get the Most Out of Social Security Concepts, Money Script Monday In this episode of Money Script Monday, Kevin outlines a path towards creating an optimal retirement strategy to generate more guaranteed income and maximize your social security benefits. Read this post