In this episode of Money Script Monday, Kevin outlines how aligning with client goals by focusing on solutions, not products, builds trust and drives lasting results.

In this episode of Money Script Monday, Sara positions advisors to grow their businesses faster through actionable strategies and efficient tools for overcoming the most significant setbacks in licensing and contracting.

In this episode of Money Script Monday, Michael advocates for mindful financial planning built around your goals and risk tolerance to strike a balance between growth and preservation for long-term stability.

In this episode of Money Script Monday, Sean details the differences between Price Return and Excess Return Indices to aid in navigating FIA allocation options and their implications.

In Luke’s article featured in Broker World Magazine, he reveals effective business strategies using endorsement-based split-dollar plans and Kai-Zen leveraging for entrepreneurs to attract and retain top talent.

In Brian’s article featured in Advisor Perspectives, he aligns climbing Mount Everest with retirement planning to illustrate the necessity of preparation, allocation, and navigation in any journey.

In this episode of Money Script Monday, Kevin introduces a step-by-step guide to a Roth conversion strategy that can maintain or increase your account balance, minimize tax burdens, and keep your savings intact.

Familiarize yourself with the DOL's new ruling in this guide covering the fiduciary definition changes, how to determine if your transaction is subject to the new ruling, PTEs, and steps to prepare for the ruling to go into effect. Please keep in touch with your FSR for further information and trainings.

In this episode of Money Script Monday, Brian warns of the potential tax pitfalls of Roth IRA conversions by considering future tax scenarios and providing a comprehensive guide to some of the most pertinent tax thresholds.

In Laurence's article featured in Broker World Magazine, he provides the foundational springboard to launch your services to new heights by highlighting the benefits of offering estate planning, presenting solutions to looming tax threats, and providing alternatives for a range of clients.