By Kevin Nuber November 15, 2024 Episode #355: Solve a Problem, Don't Sell a Product Concepts, Money Script Monday 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. Read this post
By Jaime Ramirez November 11, 2024 Episode #354: Accelerate Conversions with Cross-Channel Marketing Sales & Marketing In this episode of Money Script Monday, Jaime outlines a robust multi-channel marketing strategy with actionable steps to expedite conversions while creating lasting, meaningful relationships with life-long clients. Read this post
By Gabe Lindemann November 7, 2024 The Stealthy Killer of Americans' Retirement Stability College Planning In Gabriel's article featured in Broker World Magazine, he reveals how current college funding methods erode American parents' retirement funds and provides a unique financial strategy to mitigate these challenges. Read this post
By Sean Brady November 4, 2024 Episode #353: Maximize Tax Efficiency with Roth Conversions and Annuities Annuities, Money Script Monday In this episode of Money Script Monday, Sean shares his insights on blending Roth conversions with annuities to maximize tax efficiency and protect your legacy. Read this post
By Laurence Williams October 25, 2024 Episode #352: How Industry Titans Elevate Their Business Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Laurence explores how LifePro’s comprehensive support equips advisors with the coaching, marketing, and technology necessary to deliver more value to their clients while simplifying their operations. Read this post
By Brian Manderscheid October 21, 2024 Episode #351: The Truth of Whole Life and IUL In-force Rate History Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian exposes finfluencer's misinformation around whole life and IUL policies by revealing the often omitted truth around the risks associated with these products. Read this post
By Gabe Lindemann October 14, 2024 Episode #350: SMARTER Strategies for Elevated Workshops College Planning, Money Script Monday In this episode of Money Script Monday, Gabriel explains the SMART acronym, which helps top advisors structure and position events to have the most impact and conversions. Read this post
By Sara Sullivan October 7, 2024 Episode #349: The Secret Fast-Track to Contracts Concepts, Money Script Monday 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. Read this post
By Luke Geller September 30, 2024 Episode #348: How to Navigate the Most Important Variable in Retirement Life Insurance, Money Script Monday In this episode of Money Script Monday, Luke simplifies retirement tax planning's complexities by providing a clear guide on managing various accounts for optimized savings. Read this post
By Michael Clementi September 23, 2024 Episode #347: When Should I Take Risk? Concepts, Money Script Monday 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. Read this post